Prentice Financial Planning, LLC - Olympia (WA)

Catherine Waller Very friendly people with smile and helpful

Nick DeSantis Ive been with Brighton Jones for over 20 years. Never once have I second guessed my choice. My concerns and portfolio are handled with such care and transparency. I trust my team explicitly with my financial well-being. It has never been a "one plan fits all" approach...they listen and carefully tailor their plans and advice to what my specific goals and concerns are. I feel like they are always there 24/7 if I need them and could not be more comfortable with my choice.

Jesse/Jeanie Hack I have known Cathy many years and she took excellent care of my Mom and now that my Mom has passed, she is taking very good care of my husband and myself. Would highly recommend her. She knows her stuff.

Jacqueline Masingale Cynthia and her team have been awesome to work with this school year. I have been impressed with their dedication and professionalism in conducting the pre-employment training classes at our school. Their interactions with students have been positive, supportive, and educational and the students have really enjoyed the classes. Great job team! We think youre the best.

Amanda Cross Wonderful to work with. Great service. Quick and thorough. Will continue to work with them for all our insurance needs.

Bee Wonderful people! Helped get my power back on when I couldnt afford to pay the bill. Everyone I dealt with was polite and helpful.

Stuart McCurdy Todd has been our advisor for nearly 20 years. He is knowledgeable, flexible , and professional. He advised us in a manner that’s allowed me to retire comfortably.