SAVAGE WEALTH MANAGEMENT - Vancouver (WA)

Alee Meneses I needed to purchase 150k in inventory but had last minute unforeseen expenses. I was 50k short and could not get a conventional loan. I heard about Advanced Financial Services from a friend, a fellow business owner. I didnt expect to get funded but I applied anyway. To my surprise, within a couple days of applying I had been approved! The 50k was in my business bank account within 2 weeks and just in time to purchase my inventory! If not for Advanced Financial Services I dont know what I would have done. I would have been forced to close my doors. Thank you Mr. Anthony Sims!

Dina McRae Travis has been my advisor for ten years and is knowledgeable and skillful in my financial planning. He is also a caring and supportive human and all around good person who helps clients and his community. I highly recommend Travis.

J Middleton Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Steph has this and more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.” – Kam Middleton CFP

Joseph Zadrozny Very friendly, I highly recommend this bank! I use to go to US bank, however US bank did not make me feel like a valuable customer the way WaFD bank makes me feel. No matter who you are, this bank will make you feel like a top priority customer.

P SCOTT I have been with Kevin for over 20 years. He has taken great care of my investment portfolio, always offering solid advice and recommendations and consistently growing my principle.

Nick DeSantis Ive been with Brighton Jones for over 20 years. Never once have I second guessed my choice. My concerns and portfolio are handled with such care and transparency. I trust my team explicitly with my financial well-being. It has never been a "one plan fits all" approach...they listen and carefully tailor their plans and advice to what my specific goals and concerns are. I feel like they are always there 24/7 if I need them and could not be more comfortable with my choice.

Grace Very friendly and helpful staff!

Brian Giesler I really enjoy working with the team at Columbia River Financial Group. They’re professional, no-nonsense, and just wonderful people to deal with. Always straightforward and easy to work with—highly recommend!