WaFd Bank - Puyallup (WA)

Mike Meyer In planning for our future I was looking for a Financial Advisor I could trust to look out for our best interest and include me in the decision making. We found that in Joshua Moore at Mainsail Financial Group. Josh has been very knowledgeable and attentive to our wants and needs. He has also been very transparent in all our dealings and investments. I highly recommend Joshua Moore and Mainsail Financial Group for you financial needs and investments!

LOU G Jim has been our financial advisor since our retirement in 2022. He has offered a wealth of information, listens to our needs and goals and provides honest feedback. He is forthright; sharing his opinions openly and transparently - exactly what we need in an advisor. Sincerely, Lou and Bill

Rick DeChaineau Patrick consistently provides truly exceptional service! His initiative, expertise and attention to detail made the process of opening new retirement accounts, transferring money from another credit union, and moving it into CDs, extremely easy. He also ensured the initial savings accounts were closed once the money was moved so no monthly fees were incurred. He goes above and beyond, such as giving me a phone update on a transaction that occurred while I was out of the country. Patrick is an exemplary member of the Global CU team!

Mrk Snchz Communication is excellent. We used another firm & really didnt know why they did & didnt do certain things. Not the case here. We knew exactly why we couldnt use money put into a certain investment as a write-off. While that really stinks, at least we understood why. More importantly, he explained what we needed to do with it for next years taxes to get the biggest return. And he was less expensive than the firm we used the year prior

Susan Pedersen This is an outstanding group you can’t go wrong with. After searching in the area, I found Cory a couple of years ago and had immediate five star service. Our initial meeting was very informative with thorough explanations as to what was offered. We were put in the hands of Jed, who is a stellar individual and very skilled at what he does. During the time since, Jed has worked very hard to maximize our investments, even though they are very small compared to many other accounts the firm must handle. We are used to being told we are small potatoes and made to feel that we are not important because we don’t have millions. This group makes us feel like we are top priority and they have made some very smart decisions for us no matter what the market is doing. Can’t recommend them highly enough.