Puget Sound Financial Strategies - Tacoma (WA)

WG G Migrated my in-laws over to the Republic branch of STCU (since they moved here recently) so they have could have easier access to their accounts and a friendly faces to talk to if something goes sideways. Super happy with the move, wish we did it sooner. Had an issue with a couple unwanted charges today and it was handled with courtesy, kindness, and professionalism. Sydney has given us 5 star customer service over the past few months and I feel like my in-laws are in great hands - best place to bank in Republic!

Matt Cuellar Colleen has been an invaluable partner in helping Nicole and me plan for retirement and our long-term goals. Shes a thoughtful listener, deeply knowledgeable about the market, and consistently helps us stay focused on the big picture—even during turbulent times. Her follow-through is impeccable, her planning is thorough, and we rely on her insight for every major financial decision.

kenny buckner Brian is excellent at what he does.

Kamela Reichert Highly recommend Colleen. She is so helpful and helps you understand what is happening with your taxes. If you are looking for someone you can trust, this is where to go. Shes been doing my taxes for 4 years.

Samuel Ursaki Good and nice employees

Lucia Saunders Exeptional service! Our financial life feels so Healthy after Kinder And Associates helped us get organized. I have been telling all my friends about them.

Crystal R Haynes H&R is the best! I called last minute today and they got us done in a fabulous timely manner! I was greeted upon entry and given personal attention when I dropped off our docs! They explained in great deal what to expect! I appreciate the personal feeling and how welcoming the service was!

Adriana We have been with country financial for many years and Ana has been absolutely amazing, she has helped both my mom and me with our insurance needs, and every time, she goes above and beyond. She’s professional, knowledgeable, and always makes the entire process smooth and stress-free.

Emily Financial advisor Samantha Darnell at this location *allegedly* recommended my husband take out a whole-life insurance policy from Liberty National, which is an incredibly poorly rated and often fraudulent company. Whole-life insurance in general is basically a scam (except in very specific instances), and there is NO REASON whatsoever that a young, healthy, single (at the time) person should have been encouraged to take out a 200k whole-life policy ON TOP OF his military death benefit and his SGLI supplemental term life insurance. Additionally, this plan was represented as having a disability pay out benefit, when in fact the contract shows that it does not have this benefit. So my husband has been paying $112 a month for an unnecessary policy. Edit: some additional thoughts now that first command has responded - OF COURSE over 1/2 of service members have whole life insurance, when its being pushed by first command. That makes sense. I actually spoke to a former employee of first command, who stated she was told by management to "make the math work" to show that people need whole life insurance. So those "gaps" theyre talking about - it kind of sounds to me like they create them. Additionally, I never said that whole life insurance is *always* a scam. Do your own research. But most people dont need it. And if first command tells you that you do, you honestly probably dont. Id recommend seeking out an independent financial advisor who isnt incentivized for selling. Lastly, Ive done some more research into the company the insurance was from (Liberty National) and it is widely regarded to be a pyramid scheme, as well as to be predatory and sell people on insurance they dont need. It may have a blah blah blah whatever score with the BBB, but it also has TONS of user complaints.