Prism Capital Management - Burlington (WA)

Sherman Clark Marisa Morrison is the best. She is very knowledgeable, full of great advice and is able to help me navigate the banking world. Thank you for making me feel like I finally have someone in my corner.

Maria Garcia-Cabale Karalyn is a financial advisor who tailors her deep expertise to your financial goals. She leads with integrity and a thorough understanding of what you want to achieve. She is proactive, always willing to fine tune or pivot when life changes. Top notch.

Stacie Keithley Anne E. Branch Manager was amazing! I was a victim of fraud and she jumped into action and helped me get protected! Answering all of my questions and offering tremendous support! Anne made this very scary incident into returning my safety for my checking account. Two thumbs up! And highly recommend! Thank you Anne

Malachi Salcido I have had the pleasure of being represented by CLA for many years, both personal and business interests. The combination of a local office with a national presence is the ideal mix of caring, real people I can work with that actually live here and significant expertise across a wide range of tax, assurance, and wealth management content areas. I recommend CLA without reservation!

Amber Cherry I had a great experience getting a loan thru this office. Consistent communication and courteous. Jeff assisted me throughout my entire car shopping experience and made everything a smooth and simple transaction with a few laughs along the way. Truly appreciated and look forward to business here in the future.

Brian P These folks are truly amazing. Compassionate, caring, friendly, organized, knowledgeable... I cannot say enough great things about these wonderful people. AAA+++ rating!!!!

Jaci West I was so nervous to do my taxes because I was self employed. But she made it soo nice and fun! 10/10 would recommend (I already have)

askia evans I feel that it Financial has saved my family. I feel like they were definitely knowledgeable on what was best for me in my household. They helped me to understand the value in need of having Life Insurance. . I couldn’t be any happier with this decision.