Rockridge Financial Services - Lakewood (WA)

Dave Sharp Erika is the most amazing. She was incredibly helpful answering all of our questions with detail and step by step directions. 10/10 would visit again

Ben Riffey I worked with Grace on refinancing my car-- I had a really great rate with WSECU to begin with, but we were able to lower it further. Both with the refi and the initial loan, everyone I worked with took the time to explain things to a first-timer. Today, I was confused by some of the paperwork I got on the refi (basically I didnt understand how the interest was presented, my bad), and despite panicking a bit, Grace very kindly explained how the structure worked when I came back in with questions. She made sure I understood it completely before processing. Very much appreciate her!! Wonderful to work with. Thank you! :)

Elisabeth Allen Nick is knowledgeable, gives sound advise, makes himself available, and contributes to the community! And, his Assistant, Nicole, is a gem. Keeps things in order!

C. S. Mike Vaughn was referred to my college-age son by his grandmother. He was very responsive to and knowledgeable about my sons questions regarding his first-ever tax (personal and business) return, his online business, and college financial aid implications. He also didnt charge an arm and a leg for his valuable service. We would highly recommend Mike to any business owner and working college student.

Dee Greninger Due to an upgrade in the computer program for the credit union, "issues" have come up in some customers accounts. When my husband and I went to the branch today, we were treated very well by our teller and the manager she asked to come and help us get things taken care of. They were very kind and we left completely satisfied.

Mrk Snchz Communication is excellent. We used another firm & really didnt know why they did & didnt do certain things. Not the case here. We knew exactly why we couldnt use money put into a certain investment as a write-off. While that really stinks, at least we understood why. More importantly, he explained what we needed to do with it for next years taxes to get the biggest return. And he was less expensive than the firm we used the year prior

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