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

Tyler Gooch I have come to find in all the years ive lived, out of every pen i have added to my substantially gargantuan pen collection, i recently came in to your wealth manegment center looking for a good pen and i happend to come acrosed your maroon pen with gold accents and i just have to say that i am blown away with the quality of the pen, not to mention the strength of the spring, seeming to get better with every click. I also greatly appreciate the the motto on the left of the shirt clip that says "welcome to the Family". That is all, im off to go collect more pens, so i better get going. Chow

Nancy Bardsley What a wonderful little welcoming place for a small town

David Kaylor If you are looking for a GREAT financial advisor, Joel Frank at Equilis Group is without a question who I would recommend! He brings a ton of financial and life experience and wisdom to the table. Plus he brings a whole network of professionals that he works with and gives his clients access to. He brings the heart of a teacher to his work with his clients. And the other thing I appreciate is that he is an independent advisor so he is not trying to get you into a certain group of products. Im so thankful I have him on my financial planning team!!

Jeff Capeloto I have been working with Anju for several years now and followed her to Chief Financial Partners as she is the only one I want working with me on my taxes as she does a fantastic job. Anju is very knowledgeable, totally understands her craft, is friendly and truly cares about you. I have moved from a more traditional return to a more complex one and Anju has taken the time to help me understand the changes and process. If you are looking for someone to do your taxes, Anju is the person you are looking for. Thank you, Anju, it has been and is a pleasure working with you...

Cassandra Bleam John and his team have been fantastic to work with. They gave me the knowledge about all things insurance and what I needed for myself and my family. I was able to properly insurance myself for not only my vehicle, but my renters and life insurance needs as well. I would recommend John and his team to anyone looking for the proper important information regarding ones insurance needs.