Upleft Financial - Port Angeles (WA)

Cynthia J Hurn I dropped into the office without an appointment on Tuesday at 9:30am seeking help to fill in my SS pension application. I brought all my paperwork and photo IDs, so I wouldnt waste anyones time, including my own. I also brought a book to read in case there was a long line ahead of me. The office was easy to find, had plenty of parking, appeared clean and well organised with about 10 chairs in the waiting space, 3 glassed-in mini offices providing sound privacy, and a simple system of checking in and getting a ticket. The restrooms were conveniently next to the reception desk and were clean and properly stocked. There were four people ahead of me and I waited only 10 or 15 minutes for my number to be called. Ginger, at window 3, gave me great service with genuine warmth and professionalism. I actually enjoyed the whole encounter as we shared several laughs while Ginger answered my questions and completed my form online. Before 15 minutes passed, she had my application all finished and an email awaited me when I got home, acknowledging that my application had been received and was in the system. Good job done! Before going to Port Angeles, I had read some dispiriting reviews for all Social Security offices within reasonable traveling distance of my home. None of the locations were rated any better than the others, so I chose the one closest to me, an hours drive away. Well, I couldnt fault a single thing about my visit - leaving me wondering if the people who leave negative reviews are those having a really bad day and who take it out on government staff. People who have a good experience like mine, probably arent so motivated to write a review. Unfortunately I believe many find its easier to criticize than to give praise when its earned. Honestly, the Port Angeles staff fully deserved a five-star rating and Im happy to recommend this office to anyone. If you go there, you will be assisted by friendly, helpful and efficient staff who really care about doing a good job for their customers. Come in with a book or screen game to entertain you if you have to wait; make sure you have all your necessary papers and IDs with you; and when youre called up to the window, tell them you just read a 5-star review about their great service. Youll have them smiling at once and will soon be walking out the door with all your SSI needs resolved.

Julie Hamstreet Knowledge, integrity, professionalism, and congeniality...this is simply the finest team of certified financial planners in the valley. We can not recommend them highly enough. Thank you Scott, Brad, Luke and Helen!

mike mulligan I have had my investments with Edward Jones for more than a decade and with this , award winning, office for 4 years. The team in Al’s office is head and shoulders above any financial advisor I have ever worked with. Proactive, engaged and respectful. they sincerely care for each and every one of their clients. In addition, Al & Becky make money for their clients through smart investing strategy. They know their stuff and Al’s advice has never steered me wrong.

Elijah Schultz This bank is a very nice bank, and they do have your back, family friendly and positive environment for sure. Thank you self help for being my go to bank for almost a year now.

Austin Matney Recently got a new account with US Bank and was having issues with my debit card. Two women at the counter were able to get on with customer support and help get my card operational. I am extremely satisfied with the service I received.

Duy We are very fortunate to have met Sean from Elderrock Financial. My wife and I are new to portfolio management and Sean was very understanding. He took his time in explaining portfolio management and has been very responsive to our questions. He helped us identify what we wanted and compared various options that gave us the most benefit. Its great to be working with a fiduciary because we know he has our best interest. Sean is a wealth of experience and we highly recommend him!

Cam Kay This business is located in the Elks Building which was built in 1911 and added to the National Register of Historic Places in 1983. This is a beautiful historic building and a must see.