TRIO - Educational Opportunity Center - Aberdeen (WA)

Ingrid Rajith Skysong Diane at WaFD did an amazing job assisting me. I had to move funds & create new accounts. It was confusing and messy. She handled it with kindness, patience and skill. Thank you for great service.

Larry Fritz Best prices, and includes crop insurance. Service is the best.

Becca Tracy Working with Beverly has been a game-changer for my finances. I was in my early 30s when we connected, and I wanted to get my finances under control, but had no idea where to start. Beverly made everything feel manageable—she explained things clearly, answered all my questions with patience, and helped me build a plan for budgeting, saving, and investing. Shes SO great and so helpful. I have been sending all my friends to Beverly. I highly recommend her to anyone looking for a thoughtful and knowledgeable financial advisor, especially if you are new to investing and working with a financial advisor. Whatever the issue, she can help you figure it out!

Verónica Chigo Dave and Jenine have been the best! I can’t express my thanks enough. They have dealt with and taken care of my partner and I. I feel like people are always hunting for a better rate, but here you get a great rate and I feel like family.. I don’t plan on searching for any other providers any time soon!

Rj Foster Brandi was our lender and she was amazing. She was fast with everything and explained all the information extremely well. She always responded instantly and never left us out of the loop with our loan. I wouldn’t hesitate to use her and prime lending again.

Jon Montgomery Perry has been very helpful in handling my individual, custodial, college, and retirement accounts. You can count on honesty and integrity from Perry - with your best interest in mind. I highly recommend him.