Stifel - Olympia (WA)

Mara Jacroux Sandra was helpful and very pleasant. I needed to update my address after a doctor appointment. It was in the 90s for temps outside. Yes, we can be irritable as humans when we wait in lines, but she was smiling and ready to help. Remember that bank tellers aren’t quick ATM machines, they are humans that make sure there are no errors to your account so try be understanding when possible when we have to wait our turns for service. Thanks again Sandra!

Jim Fifield Very thorough and still faster than most others I’ve used. Prices are reasonable. I recommend them to my friends when asked who I use.

Tracie Gulit Kris takes the time to really care for his clients- excellent service and products- Im always impressed.

Noah Anacker The founder Jonee has been my favorite person to work with over my 9 year business journey. Across all 6-7 business ventures, all my personal taxes, friends/family’s taxes, the successes and failures; Jonee has not only done the dirty work but has provided strategy, oversight, and pitfall prevention for my journey. As a business owner, ONLY focus on making the money; let her focus on making sure the money goes where it belongs(she’s a tax professional)!

Lena Adams It was great and friendly and quick I did not had to stay all day , thanks.

Aggie Frizzell Dieter Drews is one of most honorable people I know. He has all the qualities I want in a financial advisor: honesty, integrity, knowledgeable, as well as 30+ years experience. Hes a fiduciary, which is important to me because hes fee-based, no commissions, so hes not pushing stock trades that are not in my best interest.

Sanderella Get our taxes done here yearly. Very nice people!

Busky Gogo Heritage Burlington branch stepped up and provided me with a small business loan where none of the 6 other banks I had visited gave me the time of day. I have since sold the business and paid off the loan in full but my experience with them for the 7 years we were in business was all positive. Being a first time business owner I had many questions and they were always very willing to answer them and guided me through the process all the way. I now use the Anacortes branch for personal use and have had good experiences with them as well.

Cam Kay This business is located in the Elks Building which was built in 1911 and added to the National Register of Historic Places in 1983. This is a beautiful historic building and a must see.