United Finance - Tacoma (WA)

Aleksey Sapozhnikov Shy and Art have done an outstanding job managing my family’s financial planning. They’ve gone above and beyond to assist us, navigating the complexities of transferring and consolidating our retirement accounts from previous employers with ease. Throughout the process, they kept me and my wife well-informed, communicating clearly at every step. It’s reassuring to work with an advisor who genuinely prioritizes our best interests. Art has a remarkable ability to explain insurance in a way that’s both understandable and insightful—something I never expected. They’re a top-notch team, and I’d confidently recommend them to anyone seeking financial guidance.

Ruth Kaaland Oh My!!! These guys are super cool. Excellent job and super considering. Well done!

Caren Roberts Dan is wonderful to work with. He is authentic in the way he cares about me and truly wants me to do well with my finances. I am retiring this year and he is taking me through the steps one at a time, willing to write letters, make calls and has even offered to go with me to the Social Security office! He treats me like family and I really feel that way. Times are tough money-wise but with him leading the way, I feel confident and secure about my future and that is gold!

Judah Medina Honestly would give this place a sixth star but there isnt that option. Great service all around, and also they just took care of business at a very quick rate. I myself am pleased with the company and would recommend them to friends as well as family.

lyn jackson The courthouse inside Republic is a One-Stop shop everything is there from. Supior Court to District Court, the county assessors office the commissioners are here buy a Discovery Pass when you are getting your tabs, they even got a little fancy chair lift itll take you up to upper levels,, everyone is extremely friendly, the service Great small town Republic tourism courthouse! It is a wonderful place to see some history with the jail and sheriffs office attached!

Matthew Lubic Paul Ried has been voted one of the TOP 10 BEST financial advisors in the nation by Forbes for three years in a row. Paul Ried is one of the BEST of the BEST. He has consistently achieved my personal investment goal of 7% return for over THIRTY years.

veronica garcia Luis Campos helped me, the gentleman abused me with the closing charges, he charged me a commission that I didnt use, it doesnt seem fair to me and also offering the seller to buy the house that he was helping me buy, saying that if I couldnt afford it, he could buy it, its unfair, Im poor with sacrifice, I get together to give the down payment. They give you a price and overnight it raised my price by $4,000 dollars, God knows who else he does the same to, get a second opinion