Soundview Financial Group - Ameriprise Financial Services, LLC - Wenatchee (WA)

Helene Rayevich Jack and the team from Leverage Planners made me feel like part of the family right away. Their story about the snail, the hare and the turtle convinced me I want to be a turtle. They were extremely patient with me, gave me clear answers to my questions and let me know what I could expect every step of the way. I was hesitant in letting someone else manage my money but now I feel very confident knowing that my money will continue to grow and that Ill have guaranteed income when I retire.

Tifni Pennecard I cant recommend Chris Nelson highly enough! Working with her both professionally and personally has been an absolute pleasure. Her communication is unparalleled, always staying ahead of our clients questions and needs. She consistently exceeds expectations, making the home buying process seamless and stress-free. If youre looking for an awesome lender who goes above and beyond, look no further than Chris Nelson!

Kevin Parsons Classes were okay, but no one, NO ONE answers their phones. I mean, for months, I could not get in contact with Financial Aid via phone or email. It took a complaint straight to the dean to finally get a call back. They almost screwed me out of thousands of dollars. My counselor or "student success coach" or whatever they call them, ghosted my phone calls and emails for 2 months. When I finally needed to urgently get in contact, I called the front desk and sure enough shes sitting in her cubicle and I get a phone call. Good school to get a degree, but you better pray you dont need any assistance from the offices.

Ashley Corrente Clay, Clay, Clay.... Thank you for everything that you have done for me in this scary time of my life with purchasing my first home. You have made the process so much easier and broke everything down for me. I really appreciate all your patience and the fact that you showed that you actually cared. Thank you from the bottom of my heart.

Ainsley Darragh I called today with an issue with my account and I was helped by Mario, who was extremely helpful and knowledgeable! He fixed all of my issues and was very quick to support me in anything else I needed! He was very kind and made the entire process very easy.