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

Jose Almeida Ive had Wells Fargo for as long as I can remember and never had a problem but Port Townsend branch is beyond frustrating. This new crew has no good customer service and always seem bothered and last two times Ive gone in they just waste my time and are of no help. Will be driving out of town this branch is no good

Jeremy Friedland I have been working with Gaston for almost two years now, and am very impressed with how up to date he is with my financial portfolio. The attention that he shows me makes me feel like I am his only client, but since he continues to win High Achiever awards, Im pretty sure he keeps his calendar full with lots of other clients. I would recommend sitting down with Gaston and let him show you how to be smart with your money.

Katie Egbert Tom is a great guy! He is very knowledgeable in his field, will charge you fairly and work relentlessly for your case. He is ethical and honest - two qualities you don’t always find with lawyers. I recommend him to anyone needing a trustworthy attorney.

Feras Rabi I starting coming to this branch now that Dee is the new branch manager. She is great and her team there gets the job done in a timely manner consistently. I can always count on them to take care of my banking needs!

Tod Fiscus AGP has been an invaluable partner in assisting with the financial planning and wealth management of many of our business owner clients at Transition360 Business Brokerage. The culture at AGP compliments the complex needs for a robust one-stop-shop that supports managing a P&L while growing a nest egg. They proved themselves with our clients and have earned my personal business as well. Their service model is second to none. If you are looking for a strong financial partner who takes the time to understand your goals and your needs and has the depth to understand a business owners mentality, take the time to get to know Lindsay Cleal at AGP.