Raymond James - Marysville (WA)

Ariana Smith I read a lot of bad reviews, which I expected, its a collections company. But, a money hungry business refused to take payments from me and wanted what I owed them in full. I told them I couldnt do that, ever. So they sent me to small claims, for payment in full, AFTER they sold my bill. WWCB was very, VERY kind to me when I called and asked if I could make payments with them, a halt the small claims. Theyve been working with me for months now, and I am so thankful to them. Had they not been willing to help me I dont know where my family and I would be financially, in the ditch, most likely. Thank you guys!

Larry Whitehead I havent been confirmed yet but the phone conversation was professional and informative.

Frank Riordan Curtis and his team have been wonderful to work with over the years! They’ve been very patient with me as I change out vehicles and make modifications to my policies. I always feel I’m getting the very best service and advice.

Monica Lowe After realizing that a place like Fidelity was for-profit (they dont work FOR you, they work to make their own money!), I was looking for a fiduciary to manage my investments properly. Shelley was super friendly, helpful, and explained everything so I understood. In her care, mine, my husbands, and my mothers IRAs have grown substantially, even through the ups and downs of the last couple of years. Yes, a fiduciary costs more, but as a company that is legally bound to work in my best interests, I still have made more on my investments than I did in over 5 years with Fidelity. And with my mother now living off her IRA, the ability to do an automatic payment every month has been such a time and energy saver. I love the future planning, as well - now we have a clear vision of what we need to retire, and Ive even gotten informational calls when theres been upheaval in the market. Shelley and Ryan have been nothing but wonderful, and I have every confidence in them (and we arent huge investors, but I never felt like our little bit was less worthy of attention from her office. I appreciate that!)

Porsche Washington Kelli and Bri are like family to my husband Ron and I. I have gone through some rough times with car lots ripping me off and not being honest, but with these WONDERFUL ladies no matter how bad the situation looks they fix it and make things right for you. Kelli works hard to make sure you are comfortable with payments and she’s so easy to work with. She is so nice and patient. Sometimes I just call or stop by to say hello to these ladies. I absolutely LOVE this bank. I’ve been with them since 2019. I had ZERO credit, but now I’m way up there because of this bank and feeling really good about it. If you want to be at a bank where you are treated respectfully and given a chance to soar like me, AMERICAN LAKE CREDIT UNION is where it’s at.These wonderful ladies are at the Lakewood location. I live all the way on the other side of Tacoma but I still want to go there. Best Credit Union ever!!!!

Walter Vaux The IRS did not have records of the withholding payments that were sent in from our brokerage firm. Aldryth OHara made two phone calls to the IRS and cleared the confusion. The IRS sent a letter saying that all had been resolved. Its nice to have a tax preparer who is experienced, knows whom to call and can quickly iron out a tax uncertainty.

Gayle Livingston Every visit lm met with a friendly greeting! All Associates have been very nice and helpful. Im really surprised their rating is only 3.8! I give them 5⭐s!

Matthew Knoll I had the pleasure of working with Jayden Patterson to set up my Roth RIA, and I couldn’t be more satisfied with the experience. From start to finish, Jayden was knowledgeable, patient, and incredibly helpful. He took the time to explain each step of the process in clear terms, making sure I fully understood my options and what would work best for my long-term goals. What stood out most was his attention to detail and willingness to answer every question, no matter how small. Financial planning can feel overwhelming, but Jayden made the experience smooth and stress-free. He was prompt in communication, thorough in his recommendations, and genuinely invested in helping me make informed decisions. Thanks to Jayden, I now feel much more confident about my financial future. I would highly recommend him to anyone looking for expert guidance on setting up a Roth RIA or navigating any part of their investment strategy.

K B Joe and his team at Fondahn CPA have provided a phenomenal service for our company over the past 5-years! As we have grown and expended our company, the team has adjusted and made things seamless for us. This leaves more time for me to focus on growing the company! Kristopher Borgman Co-Founder & CEO Predictive Nutrient Solutions, Inc. (MySoil)