U.S. Bancorp Advisors - Financial Advisors: Jason Will - Richland (WA)

Michael Whipple The team at Shepherd Financial has consistently provided reliable support whenever our firm has needed assistance. Their flexibility in adapting to our office standards and procedures has been invaluable. We appreciate their dedication and look forward to continuing our partnership for the foreseeable future.

Charles Reineck The Federal Reserve, oh yeah, Ive got to drive by this. If you are thinking about it, forget it. This place is a fortress!

Andrew Tempelis Caring and compassionate financial advisors who put their client’s needs first. By providing goals based advice and guidance.

Mitsy Hunter Mikes consultations are highly personal—theres no cookie cutter one-size-fits-all solution at Tru FInancial. He’s knowledgeable, and is willing to take the time to share his knowledge with his clients. I always know what I’m investing in with Mike, and I trust his advice. I think Mikes approach to is attractive to people who may have felt condescended to or bowled over in their financial planning in the past. I used to get nervous when it was time for the yearly financial review, but with Mike, I feel in control, have clear goals, and know where to turn when I have questions or concerns. He gets my five stars!

Kathleen Kjelgaard Of all the banks CNN I’ve used in 70 years WaFed is by far the most professional and personal bank I’ve ever used. The staff at the federal way branch gives you a feeling of a friendly neighbor. Always greet me by name with a genuine smile. My banking needs are always taken with ia professional approach. A speedy business transaction when I’m in a hurry or a casual conversation when I’m not in a hurry. Cameron and our bank teller are exceptional! Thank I WaFed for putting your customers first!!

Jeremy Hirschkorn As someone who has had financial fear in the past it’s great to leave every meeting and phone call with Josh feeling confident in my families financial future.

jim price Your missing out if dont have these guys and gals handling your retirement portfolio. Exceptional group of people that really care about your future plans financially. Totally trust this group and to be honest Rick has made my portfolio for retirement grow and he knows when to be safe with your investments

Ayden Unger Mart has been so utterly kind to me over the past two years of being with him. His professionalism and kindness is off the charts. Matt is very knowledgeable, and has been doing this for quite some time, yet he still will take his time to explain something that you do not understand. They are prompt to respond to any questions, calls, emails or messages, they respond typically quicker then an hour. There is no need for me to diversify, I feel safe having my money in Mart’s hands. Thank you Mart and Allison