Waypoint Wealth Management - Wenatchee (WA)

Johnnie Swindell I think when I found out about their loan agency, I was pleasantly surprised. My credit score is not great but that didnt scare these guys off. They helped me secured a loan of my type and they were very professional in the process.

bcobbers Due to my error, I wired funds to my account and sent them to the wrong account number last week. Your entire staff was very helpful to including Bert who was able to retrieve my funds and return them to the correct account. A HUGE thank you to you all.

Connie Cornwell If you want honesty and someone who genuinely cares in helping you with your financials, this is the place to go. Very knowledgeable and trustworthy.

Kylee Beveridge Every time I go to the Puyallup branch I get exceptional customer service. This time Ryan helped me & he was amazing & so helpful!

Gabrielle Balolia Tony and Jerry have been amazing to work with! Both are very patient and extremely knowledgeable. They have been so helpful in setting up a unique investment account. They were also able to refer me to the right experts (lawyers, accountants, etc.) to complete the task. I look forward to working with Tony for many years to come!

askia evans I feel that it Financial has saved my family. I feel like they were definitely knowledgeable on what was best for me in my household. They helped me to understand the value in need of having Life Insurance. . I couldn’t be any happier with this decision.

Dan Driver Great experience the staff was great at explaining and at offering other services with my loan