Sagemoor Financial - Raymond James - Kennewick (WA)

Joe Schodowski I have banked with 1st Security for years, both on the personal and business side and couldnt be happier. Their knowledgeable staff helped our business weather the storm of the pandemic through two rounds of PPP loans. Thanks to their dedication to their customers and their knowledge of banking, their customers, us included, were some of the few local business that were able to take advantage of the 1st round of PPP funding. The same cant be said for other so-called "local banks." 1st Security epitomizes "community banking." Its like Cheers; everyone knows your name and theyre always glad you came! I know changing banks can be an arduous process, but do yourself a favor and consider transferring your accounts to 1st Security. You wont be disappointed!

Sanderella Get our taxes done here yearly. Very nice people!

Will Dovgalyuk Theyre great. The only downside is they care a lot about commission and getting more people on board.

Shelly nichols Great company and staff.

Chuck Robinson Sam has been a terrific help to us in understanding and managing our investment portfolio. He doesn’t take a cookie cutter approach to investing. Instead he carefully assesses individual goals and needs and makes appropriate suggestions and recommendations. We love working with him. And, would be remiss in not mentioning how great Kelli is in managing the details of our account. It’s hard to imagine having a better financial advisor.

Gillian Muessig Brilliant presentation on QSBS stock at Bernstein Global Wealth last week. I am always impressed with the depth of research coupked with wisdom that goes into a Bernstein event.

K Sagdahl Amanda helped us with our refinance. She made the process very easy. Her professional, yet warm and friendly service was above and beyond. She also helped us with a rushed potential purchase, always with a quick response. Thank you Amanda, we will use your services again and will definitely recommend you to others!