Pomona Wealth Management - Kennewick (WA)

Kirsten Otterness I have been with WSECU for a long time (20 years I think?). There was only one time I had an issue, it was resolved, and have been great since. I especially wanted to shout out to the lady that helped me yesterday 5/4/25 (I wish I knew her name). Fantastic job, professional, polite, patient, helpful, the list goes on. All the emoloyees ive worked with through the years have been great, but she was awesome!

Brandon J Larry was super knowledgeable of the process and kept us informed every step of the way. He was always available and went above and beyond at a moments notice. Great service from a great guy!

John Meerscheidt Beatrice helped us understand the financial aid process from proper allocation of assets, to evaluation of the expected costs of various educational institutions, and preparation of the aid application package. Because of Beatrices assistance, our two children will get through college with a reasonable amount of debt. It has also been a pleasure to work with Beatrice and Judy.

Becca Tracy Working with Beverly has been a game-changer for my finances. I was in my early 30s when we connected, and I wanted to get my finances under control, but had no idea where to start. Beverly made everything feel manageable—she explained things clearly, answered all my questions with patience, and helped me build a plan for budgeting, saving, and investing. Shes SO great and so helpful. I have been sending all my friends to Beverly. I highly recommend her to anyone looking for a thoughtful and knowledgeable financial advisor, especially if you are new to investing and working with a financial advisor. Whatever the issue, she can help you figure it out!

Heide Backus Great customer service, highly recommended. I opened up a new account and amazing CD with Elisa. Very professional, and explained everything in detail. I highly recommend.

Jade Loney Very helpful and fast. Obviously its not the most ideal situation when you have to borrow money from anyone. I was given my options and straight forward answers. Thanks!

Jeff Capeloto I have been working with Anju for several years now and followed her to Chief Financial Partners as she is the only one I want working with me on my taxes as she does a fantastic job. Anju is very knowledgeable, totally understands her craft, is friendly and truly cares about you. I have moved from a more traditional return to a more complex one and Anju has taken the time to help me understand the changes and process. If you are looking for someone to do your taxes, Anju is the person you are looking for. Thank you, Anju, it has been and is a pleasure working with you...

Aggie Frizzell Dieter Drews is one of most honorable people I know. He has all the qualities I want in a financial advisor: honesty, integrity, knowledgeable, as well as 30+ years experience. Hes a fiduciary, which is important to me because hes fee-based, no commissions, so hes not pushing stock trades that are not in my best interest.