Sound Credit Union Puyallup - Puyallup (WA)

George Harvey The company previously known as Vestory has become Apella. Weve been happy Vestory clients for about 10 years and I wanted to paste my old Vestory review in to the new Apella Google Maps information. "Were retired now, but during our working years we read a lot of books and investment magazines, took a few seminars and talked to a number of investment advisors, commission sales brokers, and other interesting people that inhabit the investment world. We gradually educated ourselves (sometimes expensively) on the best way to invest, and thats why were at Vestory. Their fees are very low, they promote the classic "own the entire market inexpensively with index funds" philosophy that has been scientifically proven, its a fiduciary relationship and they never try to sell me anything. Theyre good people. We communicate frequently, they help us with important decisions, and I sleep well at night because I never have to worry about money. The service is excellent. Were very happy."

John Ramer Excellent business and great people. Very happy with Craig and entire staff.

Leo Alexander Was working with Ashley she is an amazing person I think her very much for all the work and everything she did to get this done she helped us out so much. she has no idea how much she helped us out thank you for the good work keep up the job Ashley.

Julie Olson A great company! Matthew is very professional and super knowledgeable concerning financial matters. He is easy to work with and does his best for our financial interests!

Sarah Ealey If I could give Jeffrey 6 stars, I would. He is a phenomenal partner with whom to navigate our financial journey. He is knowledgeable, professional, and kind. He is a good listener. He is trustworthy. He models the very same financial strategies in his own life that he suggests for ours. I cannot recommend Jeffrey highly enough!

Sherm Russell Mike Perry is one of the most professional people i know, hes been a long time financial advisor for me and my wife i highly recommend him and staff.

Trinity Banks I have taken this class twice. Both times with Trudy as the instructor. My daughter Jazzmyn, took the class with me the 2nd time. We both really enjoyed the classes and learned a lot from each session! We have each implemented the snow ball effect of paying down credit card debt taught to us by Trudy and through Bill Ramseys financial literacy series as well. Each of us, my daughter and myself, immediatly began saving twards am emergency fund, which we have used and replenished several times. I have often reflected upon Trudys teachings about our 1st money memories and the effects of those thoughts on my financial skills today. I would highly recommend the Whatcom Dream to anyone wanting to learn more about money and finances and our evolving relationships with them.