The Woodard Bay Group - Morgan Stanley - Olympia (WA)

O D Exceptional service, no complaints been using Lee financial services over 8yrs and counting. Highly recommend if you are looking for quality reliable service.

Barb weiler I was not sure what to do with my 401k accounts when I was downsized from my job, Scott listened, asked the questions, analyzed my risk tolerance and future needs for retirement. He made the transfer of funds process easy and understandable! I recommend Scott for anyone interested an advisor who will listen to your needs, wants and he will explain if you do not understand!

Gayle Livingston Every visit lm met with a friendly greeting! All Associates have been very nice and helpful. Im really surprised their rating is only 3.8! I give them 5⭐s!

PianoJeff JPG I have been with Skyline Advisors for 2 1/2 years now. Working with Mark Wallace has been consistently great. He is patient, caring and thorough in his handling of my finances. He is equally principled and passionate about small details as well as the big picture pertaining to long-term planning. Mark was highly recommended to me by a trusted friend, and I in turn will always recommend him and Skyline to others! Jeffrey Gilliam

Heidi Nelson Kevin and his team were absolutely wonderful. The professionalism and communication was top tier. And I highly recommend Kevin for all your wealth management needs.

Wendi G I think the small crew at Banner Bank do a good job despite the long lines due to the restrictions they have to implement. I am always greeted kindly and am impressed with their multi-language capabilities. I think they are doing the best they can.