Waypoint Wealth Management - Wenatchee (WA)

Josh Robbins I’ve been working with Julia Ward for a little while now, and overall it’s been a solid experience. She’s knowledgeable about the products she offers and has been helpful in answering my questions when I needed clarification. While there were a couple of minor delays early on, she followed through and made sure everything was taken care of in the end. If you’re looking for someone who knows the insurance landscape and can guide you through the basics with competence, Julia is a good choice.

Justin Smith "I recently worked across from Rosemary & Katie in a real estate transaction as the lender for my first-time homebuyer clients. They were kind, professional, and had great communication throughout the process. Its obvious they take great care of their clients and made the process on our end really smooth. Theyre total pros and Id be thrilled to work across from them in the future."

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.

Maeghan Wulf I went in to get assistance on setting up payments for my loan/creating a new checking account and I had Diana helping me out and she was extremely helpful and so sweet. Super easy to talk to and explained everything in very simple terms. Thank you Diana!

Wenatchee Electric Always very professional and works fast to help local companies.

Marcus Perez Ms. Cassie was AMAZING!! She was kind and knowledgeable and it genuinely felt that she had my best interest in mind when planning out my future investments. Would not recommend anyone except her for investment advice.