Trellis Advisors - Ellensburg (WA)

Robert Niles This credit union is the only "bank" Ive ever liked. Always treated me well, protected my accounts, and helped me get my dream house (thank you Rhonda and the mortgage team!). I hope to be their customer for as long as I live.

Erin Halverson Jamie and Eric are an excellent duo! They truly care about their clients and make them a priority and they love what they do and it shows!

Bradley Neumayer Arnone Wealth Management really makes you feel like a priority. They are professional and friendly and I absolutely trust them as we plan for our future! Would recommend to anyone!

Laurence Larson Fortunately for me, when I became a SAM client, Ryan Walker became my client relationship manager. He has been outstanding. Over the course of the last 2 ½ years, I have posed many questions and sought his assistance and guidance frequently, and he has always been very professional and accessible, responding promptly and in a friendly manner, exercising patience whenever appropriate. He is also very organized. He initiates and encourages periodic meetings to review portfolio performance, the wealth plan he helped me develop, and other topics I wish to discuss. He always prepares an agenda for these meetings, makes certain that everything is covered, and follows through on any action items. Finally, he is relatable and very friendly so I feel free to approach him without hesitation.

Talesh Patel Kevin and Janet were awesome in assisting me in choosing an insurance plan on my new car. I first went to them for Renters Insurance since they had the most coverage for the best monthly cost, and then down the line for the new Subaru last month. Kevin set up a plan that gave me full coverage, and was still affordable for a college student! Highly recommend visiting Allstate over Cheneys other insurers!

Jeff Phelps I would not trust my money with anyone else! Markets offer no guarantee and anyone who claims otherwise, you should avoid. My 4 years at Bulwark has seen constant out performance of markets and other benchmarks. I wish 6 stars was an option because Bulwark would get it from this happy client!

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!!

Ashley Shoemaker I highly recommend this establishment. They have gone above and beyond multiple times for myself and family members to get verification on checks. Steve their manager in particular is who has assisted us. If you are having issues with anything ask for him and he will look into every option to get it resolved. They are also very friendly. I will never go to another check cashing place but here.

Chrystal B Gailon,Paula, and their wonderful staff have been responsibly handling investments for 3 generations of my family, we are more than happy with them!! Friendly, efficient, informed.