Petersen Hastings Wealth Advisors - Kennewick (WA)

Todd Langdalen Don’t use this Heritage Wealth advisor or their company. We had a two year relationship with them and they turned around without any notice and sold our account to another advisory team. They are clearly only interested in collecting money from you and if they aren’t making enough from your account they will sell you out to another advisor. If that’s not bad enough they are still retaining a portion of you commission. They are only worried about their bottom line not yours.

Caleb Maxwell I switched to this bank for my business, Teresa Hollenberry is AMZAING! She is wonderful at her job, she polite, knowledgeable and just a joy to work with. She defiantly goes that extra mile for you! Im really loving the mobile business deposits and online apps, it makes managing my business so much easier, and to not have to waste 10$ in fuel to deposit a check is so great if i dont feel like driving into Stevenson is wonderful, and there mobile deposit is incredibly fast, if u make a deposit during office hrs!!! Im acutely grateful that the women at I.Q was so rude to me when trying to start a account there that I decided to walk out, because of that I got to go threw Teresa and have a wonderful experience so far. Thank you guys!

Autumn Eley Kaitlyn was my superhero today! Not only did she lift my spirits and ease my stress throughout my battle with getting my transaction figured out with PayPal (not something you want to do alone), but she was also on the phone with me for nearly 30 minutes, helping me figure out this situation! I am so grateful I had her as my representative today, and she gave me so much grace and patience that I had to appreciate her. Kitsap Credit Union, you were lucky to have someone like her working for you. She is what it means to be a good honest, hard-working person Who’s here to represent her clients! Amazing work!

S P Instructions were clear and we were treated kindly. Great job summarizing information and open to answering questions on the mammoth paperwork a person does not deal with oftem in their lifetime. We appreciate the warmth and support we received throughout the process.

Mary Ann Levine The campus is very peaceful and is a great place for taking a walk anytime of year.

Sandy Wilson 5 star for sure ,ive never had anyone care so much about my goals and my financial concerns .Mina cares about her clients and there well beeing. Iam very pleased with her work.