Penny Lane Financial - Tacoma (WA)

Vy Dam Ryan reminded me of a close friend from college for his honesty and patience. My partner and I have gained much more confidence and knowledge from just 2 times meeting with him and for someone whos new to financial planning, he patiently walked us through step by step which is super helpful. Hes definitely passionate and committed in helping his clients achieve their financial goals. Were now having a great understanding of our finance and what to do to manage and grow our money! Its never too late to start financial planning. Highly recommended!

Barbara Tilotta Dans the best Knows his stuff

Tami Zanol Wenatchee branch is the best the tellers are friendly knows there jobs and are quick! Karen in New accounts is friendly quick to help you and listen to your needs and always has the right words and ideas to help guide you in the right direction!

Rebecca Janning We have been clients of Peter Carlo for decades, in Virginia, Washington and now Missouri. He is ALWAYS available to answer questions and is very patient about explaining ( and re-explaining) the details re managing our finances. When our CPA retired and we had trouble locating someone taking on new clients, Peter helped us research and connect with a new tax preparer even though we are several states away from his office in WA. My husband I are both natural “savers” but we have never had the savvy to make our own investment choices. We are much more comfortable in our retired years than we would have been without the management by Peter Carlo, backed by all the cumulative and proven expertise of the First Command gurus. It’s never too early to connect with a trusted financial advisor. If you are seeking one, I cannot recommend Peter enough.

Ms. Corazon 2 years later...! I had a fantastic experience working with AFS overall. Jacqueline assisted me with closing out my debt management plan today, and I was able to thank her for all of the education and support that AFS provided over the past two years. I highly recommend working with this organization. ‐------- (original review below) Kathleen was an absolute godsend. She helped me come up with a budget, some very good solutions for controlling and preventing future debt, and to top it all wife, she humanized the conversation so that it felt like budgeting at a kitchen table with a Mom or a good friend. She is a fantastic communicator and works hard to help you understand the process so that it is streamlined and very positive. I highly recommend Kathleen to anyone who needs help digging themselves out of a bit of a financial mess, or just learning how to budget better and live better. She is so good at giving people hope!

Talesh Patel Kevin and Janet were awesome in assisting me in choosing an insurance plan on my new car. I first went to them for Renters Insurance since they had the most coverage for the best monthly cost, and then down the line for the new Subaru last month. Kevin set up a plan that gave me full coverage, and was still affordable for a college student! Highly recommend visiting Allstate over Cheneys other insurers!