Pierson Financial Group Security and Adviser Through KMS Financial Services INC - Sequim (WA)

Meridith Vise I like the wide produce bins.

Rick DeChaineau Patrick consistently provides truly exceptional service! His initiative, expertise and attention to detail made the process of opening new retirement accounts, transferring money from another credit union, and moving it into CDs, extremely easy. He also ensured the initial savings accounts were closed once the money was moved so no monthly fees were incurred. He goes above and beyond, such as giving me a phone update on a transaction that occurred while I was out of the country. Patrick is an exemplary member of the Global CU team!

Brandon Harting Always get great service.

Elijah Schultz This bank is a very nice bank, and they do have your back, family friendly and positive environment for sure. Thank you self help for being my go to bank for almost a year now.

Denise Torres I recently opened an account with Wheatland Bank and have been extremely satisfied with their services. The account setup process was straightforward and quick, with helpful staff guiding me through each step. Their online banking platform is user-friendly and offers a wide range of features that make managing my finances easy and convenient. Additionally, their customer service is top-notch; any queries I’ve had were resolved promptly and efficiently. Overall, I highly recommend Wheatland Bank for anyone looking for a reliable and customer-focused financial institution.

Greg Lee Excellent financial planner! Looks out for your best interests. Very accommodating to schedule meeting times.

Nikki Flis Use Symetra as an agent. People I have spoken to in customer service are always very nice, but we can never get anything resolved. I keep getting the line, "We will call you back when problem is fixed." Two months later. . . Im still the only one making any phone calls so I can once again let someone know that my problem is not fixed.

Stevie Serantes The whole team is AMAZING! Krystal was especially a delight and duper helpful