Thrivent Financial - Puyallup (WA)

Breann Dauenhauer It’s always a mix of a all ages. So no, it isnt just old people, which there are of course but it’s always good conversation. Not a lot of places in the area, still 10/10. Have many events and more coming (I recently became a volunteer and I love their mission and the respect they give ALL) Have pool, darts, karaoke, the pull tab things, jukebox, and are open everyday. Thankful I was brought here by family, it’s a gem.

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.

Gillian Muessig Brilliant presentation on QSBS stock at Bernstein Global Wealth last week. I am always impressed with the depth of research coupked with wisdom that goes into a Bernstein event.

Jason Phone Kathy was incredible to work with. Her attention to detail and communication skills kept everything flowing smoothly. Its nice to know that when youre making big life decisions, that youre lender has your back. I would not hesitate to recommend her to anyone. Thank you Kathy!