David Kaylor If you are looking for a GREAT financial advisor, Joel Frank at Equilis Group is without a question who I would recommend! He brings a ton of financial and life experience and wisdom to the table. Plus he brings a whole network of professionals that he works with and gives his clients access to. He brings the heart of a teacher to his work with his clients. And the other thing I appreciate is that he is an independent advisor so he is not trying to get you into a certain group of products. Im so thankful I have him on my financial planning team!!
Chrystee Hart Mary at the Tumwater location was so amazing. I was paying a higher interest rate on my car than I should have been because of a few things that I needed to fix. Not only did she drop my rate in a significant amount she helped me realize what can I do to make my score go even higher.
She was Def 5 stars all the way and I even changed to bank there because the service is that phenomenal.
If you havent looked into refinancing your loan there your missing out on the savings.
[email protected] email or call her.
Natalie Gonzalez If you’re looking for a knowledgeable and customer focused insurance team, The Elton Group at Country Financial in Anacortes, WA, is an excellent choice.
Craig Wood I really enjoy working with Dan. Not only is he trustworthy and responsive to my investing needs, hes a great guy. And hes a national championship college basketball player!
