SilverTree Wealth Partners - Raymond James - Puyallup (WA)

Becky Crocker Great group of people to work with!

Tod Fiscus AGP has been an invaluable partner in assisting with the financial planning and wealth management of many of our business owner clients at Transition360 Business Brokerage. The culture at AGP compliments the complex needs for a robust one-stop-shop that supports managing a P&L while growing a nest egg. They proved themselves with our clients and have earned my personal business as well. Their service model is second to none. If you are looking for a strong financial partner who takes the time to understand your goals and your needs and has the depth to understand a business owners mentality, take the time to get to know Lindsay Cleal at AGP.

Daniel Connelly I SO wish I had chosen this company for my collection needs. I used another company over a year ago and have had nothing but delays, inconsistencies, errors, and lack of communication. I am not a customer who is emailing every week, but emailing back according to their request, and I am not even getting a reply at this point and have to call to talk to someone. However, I emailed Fast and Fair Collection Solutions for guidance and they replied FAST and with knowledge on my situation and honesty about their skillset. If I am not able to get my current garnishment company to work, I will contact Fast and Fair Collection Solutions!

Ingram Kate (Herenow) Emily championed my home purchase with just the right amount of everything needed. Never overbearing, she was always there to answer questions and make sure the loan went through on time. Highly, truly recommend!

Wenatchee Electric Always very professional and works fast to help local companies.

Emily Financial advisor Samantha Darnell at this location *allegedly* recommended my husband take out a whole-life insurance policy from Liberty National, which is an incredibly poorly rated and often fraudulent company. Whole-life insurance in general is basically a scam (except in very specific instances), and there is NO REASON whatsoever that a young, healthy, single (at the time) person should have been encouraged to take out a 200k whole-life policy ON TOP OF his military death benefit and his SGLI supplemental term life insurance. Additionally, this plan was represented as having a disability pay out benefit, when in fact the contract shows that it does not have this benefit. So my husband has been paying $112 a month for an unnecessary policy. Edit: some additional thoughts now that first command has responded - OF COURSE over 1/2 of service members have whole life insurance, when its being pushed by first command. That makes sense. I actually spoke to a former employee of first command, who stated she was told by management to "make the math work" to show that people need whole life insurance. So those "gaps" theyre talking about - it kind of sounds to me like they create them. Additionally, I never said that whole life insurance is *always* a scam. Do your own research. But most people dont need it. And if first command tells you that you do, you honestly probably dont. Id recommend seeking out an independent financial advisor who isnt incentivized for selling. Lastly, Ive done some more research into the company the insurance was from (Liberty National) and it is widely regarded to be a pyramid scheme, as well as to be predatory and sell people on insurance they dont need. It may have a blah blah blah whatever score with the BBB, but it also has TONS of user complaints.

Dena Cave Just opened up an account here. Excellent service, friendly bend over backwards folks!! Treated like royalty. Judy especially knowledgeable, professional and answered all our banking questions. I checked out other banks but this ones the best!!!!! Go there!!!!!