SPARK Financial Group - Ameriprise Financial Services, LLC - Spokane (WA)

BRUCE CURET Blaine and his team have done a great job for us and they have performed well for the individuals that referred Petersen Hastings. They have great suggestions and support available without being pushy. I highly recommend to anyone wanting their investments in good hands.

Jim LaBenne I’ve had a great experience working with Quantum. They’re easy to talk to, always take the time to explain my options, and make sure I feel comfortable with every decision. I really appreciate how responsive and genuine they are—it feels like they truly care about my financial future. I feel confident knowing I’m in good hands and would definitely recommend them to anyone looking for solid financial guidance.

Lisa Heins My husband and I were looking for a fee-based CFA/CFP, who could help us thoroughly vet out our plan for early retirement. I have a decent grasp on important elements of financial planning and finance as a whole and my husband, most would agree, has a very high level of acumen in these areas. That said, we wanted a professional to guide us through the process and help build my confidence that the plan we were working was on course and relatively fail proof. We were fortunate to get a referral to Keel Financial Partners from our neighbor who owns her own CPA firm. We utilized them for planning around retirement, tax planning, cash flow, and asset allocation, among other areas. Aimee and her trusted partner Amber were exactly what we needed and more. First, I can not express enough how much confidence they instilled in us. We dove into a plethora of topics throughout our planning sessions and Aimee never failed to offer a robust conversation which was educational and informative. In short, she more than knows her stuff. Her recommendations and advise were clear and sound and delivered in a way that makes sometimes complex content to be very accessible. During all exchanges with Aimee and Amber they demonstrated a high level of understanding of our specific estate details, they didn’t miss a beat. Communications with them were seamless and they were both extremely responsive and organized at every step. While we didn’t utilize Keel Financial for our investment management as my husband enjoys handling this, we would not hesitate to do so in the future with a high degree of confidence.

josue santana godd place and good prices

C. S. Mike Vaughn was referred to my college-age son by his grandmother. He was very responsive to and knowledgeable about my sons questions regarding his first-ever tax (personal and business) return, his online business, and college financial aid implications. He also didnt charge an arm and a leg for his valuable service. We would highly recommend Mike to any business owner and working college student.

Deserea Verwey Dustin has been our financial advisor since we moved to WA a few years ago. I am so thankful that we were referred over as Dustin and Robyn are fantastic to work with. You feel like family and not just a client. I 100% would recommend Dustin to anyone looking for a new advisor!!

R Morgan Bad experience at another bank today highlighted the good service I received from Wells Fargo in Anacortes. Excellent customer service especially considering we were helped by an employee who was not accustomed to this branch and had to find her way around to get the correct forms, etc. Its all about how you treat people.