Stephen H. Oswin CPA - Colville (WA)

Valerie Bruce I deal with title company customer service routinely in our estate planning practice. It is always a pleasure to find a title company whos customer service department goes over and above, and thats what I found with Kellie at Klickitat County Title. I appreciated her quick and thorough response, and going the extra mile to discover some information that made my job much easier. Awesome service!

T Free Never had an issue at Peoples Bank. Always a great experience. We use the merchant services for our business and that too is great! Anacortes Branch definitely open btw. They just moved...

Nicolas Stimac Jaeger and Jason have helped immensely with managing my portfolio, especially through such a volatile market. I’m very thankful for the Green Jay team and highly recommend their services.

Scott Zaval The personnel that work there are great. The bank policy on your bank card if it gets scanned is miserable. I stopped at six places the day after payday and both bank cards were scanned and stupid charges came up. Response at first was great. Figured everything was set. Two days later I get my LCCU card. It has been over two weeks. There policy is they investigate the charges, make a determination, order you a different card number, 7 to 10 days for the bank to get your card, then you can get your card. Banner bank I could walk in Same day and get a replacement.

Andrew Tempelis Caring and compassionate financial advisors who put their client’s needs first. By providing goals based advice and guidance.

Christine Lancia Chris is passionate about his clients and brings a wealth of knowledge, experience, and wisdom to the table. Chris and his team provide a friendly, personally tailored experience that makes working with them (and your accounts) enjoyable and rewarding. Chris was my first financial advisor and Ive been a FC client since 2015. After a relocation, I sought Chris out when FC transferred my accounts to a different advisor who was not meeting my expectations. He took the time to receive my account and even pursued an Ohio state licensure to maintain me as a client. He’s been most helpful with managing my retirement accounts when I changed careers. I’m quite pleased with the service and advice Chris and his team provides. Just give him a call and set up a meeting to see what he’s all about.

Sam Wells Anders is easy to work with and know his stuff extremely well. He is very transparent and you can tell he prioritizes clients. Highly recommend!

Peter Pecora Had to transfer some stock certificates, and the staff at the Bellevue office were terrific to work with. They carefully reviewed the forms and noted where there was missing information. And then Jasmine and Cassidy quickly finalized the packet so it could be sent in that days overnight mail. The short-term parking and validated longer term parking makes it easy to go to their office. Highly recommend this very professional team!

Dhee Dar Just wants to put a good review for your agent Sharon that I spoke with today 09/30 Friday. Shes so pleasant, so helpful and knowledgeable. I also mentioned to her of all the collections agency that we called on today shes the best one and the most pleasant to talk with. Someone like her on your team what makes your company great!