U.S. Bancorp Advisors - Financial Advisors: Ellensburg - Ellensburg (WA)

Eve Henrichsen We dont recommend this firm. We used them for about 5 years for our retirement accounts as a young couple starting out and we kept getting passed off to different financial planners. I guess they werent too interested in smaller accounts. I feel like we got burned by them because A.They were on Dave Ramseys recommended provider list (the reason we chose them) and didnt stick to his qualifications and ideals and B. They took 5% of all the money we put in at the beginning and then years later, suddenly decided they were going to take another annual percentage on top of that if we wanted to continue to get any actual personal management on our accounts and financial consulting. So basically, wed pay twice for the investments we had already put in. Good deal for them, bad deal for us. The investments were fine, but the service and cost of products are why I am giving a low rating.

Brian P These folks are truly amazing. Compassionate, caring, friendly, organized, knowledgeable... I cannot say enough great things about these wonderful people. AAA+++ rating!!!!

Peter Makosi The ultimate retirement savings advisor

Jess the mess From 1 star to 5. Very easy and simple. Glad they got a new reps in their place. After my first experience a year ago I swore Id never go back that was terrible and confusing, rude!! (with one person let me be clear the staff was sweet). Ended up with an account I didnt sign for and 4 weeks of confusion. When mentioning this to close friends was told about new a new loan rep. And how everything was great. They spoke so well about how their expience was in the last 2 months.... I gave it a go. The process was so fast this time, no rude comments, everyone happy the big boss even came and introduced herself to see how everything was going "cindy". I drove home my new car today. With confidence. Thank you Jessica!!!

Augustine Sanchez Kathleen’s expertise was instrumental in making this process seamless. We deeply value her knowledge and professionalism, and we truly believe it would not have gone as smoothly without her. She is exceptional—second to none in our opinion—and we wholeheartedly recommend her to anyone looking to purchase a home. Kathleen is meticulous, knowledgeable, and consistently professional. We’re grateful to have worked with her and would absolutely consider re-financing through her in the future. Thank you again for helping make our dream a reality.

James Harper Sheri and her team at Shambala have been handling our taxes, employee payroll, etc. for many years. Always give sound advice (tough love) and makes sure our operation runs smooth. Anacortes Window Cleaning gives them 5 stars for quality, value, responsiveness and most important, trustworthiness.

pt pablo 29 Enjoyed working with them, very informative and made everything easy to do. Will definitely be filing with them in the years to come.

Roger Skaer Working with the amazing team at Pacific Crest Planning has been a very positive experience for me. I feel like Niles truly puts every effort into helping me in every way. They treat me like family, and the general vibe in the office is very warm and welcoming. I definitely recommend considering the team at Pacific Crest for anyone who is looking for some professional, experienced guidance on finance, investments, and planning for the future. Regards, Roger