Purpose Financial Advisors LLC - Spokane (WA)

Vicki Jo McDonald I want to thank all the People that has help me on line. ( forgive me for not writing your names down.) I want Thank everyone in Wenatchee Branch. If you are manger of Gesa reading this Please give them a raise they go beyond customer serve, and also your on line customer serve team. They all work together well. Thank you all. Vicki Jo McDonald

Bryan Mazzucco Have been going to see Alisha for years now, she is wonderful professional and always supports us with her knowledge, and her office is just a nerds paradise! Look forward to our yearly meetings!

Evangel Faimalo Kelly was amazing and the whole office was very kind and warm. They did their best to make you comfortable. It was such a quick and easy process and they helped me grow my credit score! I would recommend them to my family and friends. Or anyone really!

Jr Vega Worst customer service and the rudest. I was never getting any bills sent to my house or email and they have no regard for people. I was unaware I had a debt to pay and I understand that it has to be oayed I am more than willing to take care of my debt. I am and single father of a 7yr old no help from anyone at all and now thnks to them not willing to work with me on a payment plan I am on the brink of having my lights and gas shut off. So I have tondecide wether to food on the table for my 7yr old or pay bills amd stupid SB&C. They garnish my checks 500 a month and dont care how it effects me or my family. Worst company ever they need to go out of business ..

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.

Paul Riegel I really appreciate the straightforward approach that this site brings. It offers clarity and understanding of how to plan short an long-term investments. The articles and strategies are well thought and help bring simplicity to help someone navigate the best ways to plan for the future. Anyone looking into planning for retirement will benefit from this forum of ideas that gives common sense approach for a winning edge into todays investment market.

Mark Schlichting Tim Villhauer has done a superb job of helping me manage my IRA over the years.  He is conscientious about contacting me on a regular basis and advising me of my options when my RMD is due, and suggesting ways I may want to re-balance my portfolio.  Traci, his Senior Office Administrator, is also top notch.  She is always letting me know if forms need to be completed and if deadlines loom.  Most of all, the office is relaxed and low-key-- in sharp contrast to other financial advisor businesses that I have experienced.  Thanks, team!