WaFd Bank - Newport (WA)

Daniel Baker Chadd Peachey and the team at Decision Point Financial have been excellent to work with. They have helped me and my family optimize our financial plan and prepare for our future. As a former Firefighter, Decision Point is the perfect fit for us because of their understanding of the LEOFF and Def Comp programs as it pertains to our portfolio. I look forward to a lifelong relationship with Chadd and Decision Point Financial.

Brad Gotte I had a first time visit with Jared today and I was really impressed. He is very attentive and does a great job of explaining the fundamentals of investing. Whether you are investing in your future for the first time or transfering existing investments, Jared and his staff (Pam) will no doubt take great care of you. Highly recommended.

GoAsk Chaz Our experience with Stone 8 Wealth Management, particularly with Robert Lo, was fantastic! Robert’s expertise, professionalism, personalized approach, and meticulous attention to detail made the cost worthwhile. From the moment we started working with him, we were impressed by his friendly, personable demeanor and his great sense of humor, which made the process enjoyable and informative. Robert offered insightful suggestions that we had not previously considered or were not aware of. His thorough analysis also helped us make crucial hard decisions with confidence. We couldnt be happier with the service and advice we received.

Jeff H Always have had friendly and efficient service. We maintain a business account. Depositing a check of couple days ago. Out of deposit slips in checkbook. My teller had a counter slip filled out while was still fumbling. And with a smile. Thanks!

David Cherevach Larisa is very helpful and knowledgeable! Helped me though the whole process and answered any questions I had.

Jen B This place has helped me for years! Such a blessing to have an organization that helps families in need. My experiences have been nothing but exceptional. Their office may be hard to find due to no signage outside. The receptionist lady was very polite like always. The gals that work there are very sweet. I have to give a shout to Kim. I have always had her do my appointment. She is super fast and very efficient with what she is able to do. I am so glad to know there are services out here when you need them.

Tricia Albright Zander came to my class of AVID juniors to share a presentation on how young people can build wealth. He talked about setting short term savings goals as well as showing my students how just a $50 a month investment at their age could lead to a huge retirement fund. He was engaging and easy to follow. My students and I learned a great deal of valuable information.