Ragan & Brown, CPAs, PS - Longview (WA)

Don Laichak Creative Planning is a good financial fit for my wife and myself. Pete Moormeier and his team with Nolan Plous has provided solid financial guidance and responsive feedback when needed. My tendencies is to overthink financial decisions. With Pete and his team onboard to provide financial guidance in my retirement, I sleep well at night, even through all the market upheavals.

Wendi G I think the small crew at Banner Bank do a good job despite the long lines due to the restrictions they have to implement. I am always greeted kindly and am impressed with their multi-language capabilities. I think they are doing the best they can.

Salish Cruiser Terrific experience with Caleb Smith at Fairway Mortgage. Great communication throughout the entire process. Very knowledgeable and helpful with options that met my needs. Recommended very highly.

Luke Holmes Steven does a great job helping my wife and I invest towards our goals. He is friendly and answers any questions we have any is always willing to sit down with us when we need more explanations. If you are looking for someone to help you at any point in the Investment or insurance process I would highly recommend Steven.

B Teri (Trix) I highly recommend Zito & Associates. Angie Zito and her team ensured our financial goals were aligned by including our financial advisor in our earliest discussions. Angie informed us about the tax implications of certain investment choices over others, and helped us plan for aging parents, rental properties, and looming retirement. Everyone at Zito & Associates was knowledgeable, considerate, and communicated well. Thanks to them, we had no surprises and felt confident about our financial future. Thank you, Angie!

Michelle Abbott Needed help with better banking. The whole team worked with us and made it good will highly recommend.