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

Darcy Rathka Great financial advisor! Gives good advice and information. Is a good advocate for her clients.

Jason Jablonski Ive been with Stewart Craig for over 10 years. I have always been impressed with his professionalism and personal approach to dealing with finances. I have and do recommend Stewart Craig to friends and family.

Matthew Allen Bryan Colman has been my finacial advisor with First Command for the past 9 years, and I couldn’t be happier with the customer service I’ve received from him throughout all these years. I trust no one more when it comes to sound finacial advice than that of Bryan’s. The peace of mind I get knowing he wants to set me up for success is worth its weight in gold. Whenever I have a question regarding money, expenses, budgeting, etc, I know I can reach out to him for assistance. In the early years when working with him, he was one of the voice of guidance that helped level the bubble with my budget. This helped me realized how wasteful I’ve been with spending money. He helped guide me with establishing my portfolio, TSP, life insurance and Roth IRA. You can tell he is passionate in this role as an advisor and only wants what’s best for his customers. He is an expert in his craft and loves every moment of what he does. 11/10 and if you chose Bryan as your advisor, you are in safe hands.

Valerie Graham Tony helped our family move 3 separate retirements from different managers and open a new plan for our little girl as well. He was there to answer every question about what was needed to move the accounts (no thinking involved on my side!) and we hardly had to do a thing. We’re happy to have such important assets with someone we can trust to look after them and not have to be concerned if decisions being made are for a company’s gain instead of our own.

Lisa M Chad and Monica are the absolute best! Chad had done a wonderful job with our portfolio and explained our financial options Monica is a perfect fit for new retirees

Courtney Curtis I’ve had to pay a bill with them over time. It’s been over two years I’ve had to pay my bill down each month with monthly payments. Everyone I’ve spoken with at CPMS has been friendly and understanding. They’ve been easy to work with.