Waterfront Financial Management - Silverdale (WA)

Scott Williams JT has been great! He listens to my goals, asks questions and offers sound thoughts and advice. I’m very happy to be a client of his and Peterson Hastings. Scott W

Kirk Ericson Five stars arent enough for Cara and Holly. I give them all the stars in the sky. Cara was our youngest sons fourth and fifth grade math teacher at Lincoln Elementary school in Olympia and he credits her for spawning his love, and competence, at math. Hes now an aeronautical engineering student at the University of Washington. Cara is an exceptional human in all matters, including being patient with this financial semi-illiterate. Ive never written a business review for any business because, you know, you never know. But with these two, I know. Holly and Cara are as dependable and reliable as a quadratic equation.

Stephanie Gump So caring and generous. The ladies there are wonderful. The food is good just have to watch the exp dates. When in need this is a good place indeed.

Noah Anacker The founder Jonee has been my favorite person to work with over my 9 year business journey. Across all 6-7 business ventures, all my personal taxes, friends/family’s taxes, the successes and failures; Jonee has not only done the dirty work but has provided strategy, oversight, and pitfall prevention for my journey. As a business owner, ONLY focus on making the money; let her focus on making sure the money goes where it belongs(she’s a tax professional)!

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!!!

Andrew Young Working with Stefanie has been great! She handled my rollover like a breeze. I feel confident that my account is in good hands. I like that she takes the time to explain things and answers all my questions!

Michael Benson Karly has been amazing. She gave me the tools needed to start saving and budgeting. I highly recommend!!!

Chrystee Hart Mary at the Tumwater location was so amazing. I was paying a higher interest rate on my car than I should have been because of a few things that I needed to fix. Not only did she drop my rate in a significant amount she helped me realize what can I do to make my score go even higher. She was Def 5 stars all the way and I even changed to bank there because the service is that phenomenal. If you havent looked into refinancing your loan there your missing out on the savings. [email protected] email or call her.