The Bloom Williams Group - Olympia (WA)

Briddick Webb Jeremy is a fantastic financial advisor. He’s very sharp and works very closely with me to ensure we are making smart moves in the market and hitting my long term wealth goals. Edward Jones has a great app that makes it pretty easy to see what’s going on. Highly recommend.

Katherine Evangelou Pamela is warm, friendly, and knowledgeable. Highly recommended!

Leah Hamby My experience with Mrs. Zapata has been excellent and I highly recommend her services. She has consistently performed my financial documents accurately and without error. I don’t know a lot about legal financial laws, and I definitely don’t have time to look them up. When it comes to getting my documentation to the IRS, I need a professional I can trust. I have worked with her for well over 10 years and I’m always met with her great positive energy. If you’re looking for someone easy to understand reliable and accurate, She’s your lady!

Madden Market These ladies made opening a new business account easy and fun! Authentic and knowledgeable, they helped me understand the differences between personal and business checking. They were so encouraging and happy for me! Thanks Megan and Terica!

bcobbers Due to my error, I wired funds to my account and sent them to the wrong account number last week. Your entire staff was very helpful to including Bert who was able to retrieve my funds and return them to the correct account. A HUGE thank you to you all.

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.