Ted Schwarz - Financial Advisor, Ameriprise Financial Services, LLC - Olympia (WA)

Theresa Willard They have always gone above and beyond. The people are so awesome, and love to laugh. Ive never been made to feel ashamed. Thank you so much, God bless you all.

askia evans I feel that it Financial has saved my family. I feel like they were definitely knowledgeable on what was best for me in my household. They helped me to understand the value in need of having Life Insurance. . I couldn’t be any happier with this decision.

Kimberly Christianson Nick Mercer and Piton Wealth have been instrumental in helping my husband and I get our financial affairs in order and set up for our future. We feel much more secure and ready for any unforeseen circumstances that could arise. Financial planning can be stressful and confusing but they made the process painless and always take the time to explain things in a way we can understand.

JAN KEMP Russ Is Awesome! Very Straight Forward, Explains in Detail what is best for you, has proved this over the years. Hes the go to Guy!

Liz Nguyen We are completely impressed. My clients was working with their lender who took weeks to get underwritten pre-approved and still havent due to the bonus contract work pay structure. Getting impatient and feeling their frustration, I reached out to Phillip Le because Ive heard great things about him from other realtors. And I am super impressed as well as my clients. Not only he was able to pre-approve them but underwritten pre-approved within 72 hours! Amazing!!!! Phillip will be one of top recommendations for here on out! Thank you sooooo much for helping Saniel & Kathleen! Kudos to you and your dream team Phillip!!!

Kashif Ahmad Choice Plus, LLC is a completely legitimate company. The process is straightforward, and I received a check for my unclaimed funds within two months. I highly recommend their service because it is exceptional.

Kiefer Hermann Started banking here for my business accounts because they’re local and I can come in anytime to get help. Best decision I ever made, staff is very professional and friendly. Todd, Shelly, Tiffany, and Josh are my favorite bankers ever. Highly recommend!

Mitsy Hunter Mikes consultations are highly personal—theres no cookie cutter one-size-fits-all solution at Tru FInancial. He’s knowledgeable, and is willing to take the time to share his knowledge with his clients. I always know what I’m investing in with Mike, and I trust his advice. I think Mikes approach to is attractive to people who may have felt condescended to or bowled over in their financial planning in the past. I used to get nervous when it was time for the yearly financial review, but with Mike, I feel in control, have clear goals, and know where to turn when I have questions or concerns. He gets my five stars!