Waypoint Wealth Advisors - Ameriprise Financial Services, Inc. - Lake Stevens (WA)

Randy LeMasters Mr. Sasser had invested 100% of my parents total portfolio into stocks. My parents age was an 87 year old father and an 84 year old mother. When I finally became aware of this unbalanced portfolio I asked him the question of risk. His answer was “ It all has risk”. I don’t know everything about a well-balanced portfolio but I do know a few things about balancing money risks. I had talked to my investors at Vangaurd and they were shocked. Mr. Sasser knew that my parents didn’t have much knowledge of risks they were taking. He IS NOT QUALIFIED TO BE AN FINANCIAL ADVISOR. He makes his extremely high fees by buying and selling stocks in short time frames....BEWARE. The people at Vanguard will answer any of your questions at no costs.

Caren Pegram Had a problem with a checking account and Shawna at the Marysville branch was so patient , helpful and solved the problem in no time ! Thanks for the GREAT CUSTOMER SERVICE, Shawna !

D E W Adventures The people who work here in the office are great, I enjoy coming in to pay my water bill every month in person just to say hi....

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.

thomas cummings Alvin and his team were a pleasure to work with for my small business and family taxes. I would highly recommend his services. He is informative, and will give you the education to understand all of the reasonings behind his suggestions.

Gary Helm Edward Jones are always professional and helpful. They have been our financial advisor for many years.

Maria Blasquez I can’t recommend Scott enough! He has gone above and beyond to make sure I’m well taken care of, and his customer service is truly unmatched. From the moment I reached out, he listened to all my concerns, answered every question, and worked hard to make sure I understood all my options. I was previously with Progressive and felt like I was being overcharged. Scott stepped in, cut my rate in half instantly, and did everything in his power to help me save as much as possible. He genuinely looks out for his clients and goes the extra mile to find the best coverage at the best price. He is an honest person, he will also let you know of he can help you save or not. If you’re looking for someone trustworthy, knowledgeable, and truly committed to helping you, Scott is the one!

Christine & Brian Frye Between my in-laws and ourselves we have trusted our money and financial planning with Terri Conger and her partners for over 20 years. The whole group instills so much confidence and have done so well for us that we have stayed as their clients through their changes of location and affiliation. They are trustworthy, knowledgeable and always put the clients best interest first while totally respecting client preferences, thoughts and feelings. We continue to highly recommend them to our friends and coworkers!