Wealth Management Associate - U.S. Bancorp Investments: Ismael Colazogodinez - Federal Way (WA)

Bruce Gonser Knowledgeable! Fiduciary .

Terri Moore Jeramey has managed my parents retirement accounts for many years. After seeing how well he managed their money, I moved my investments to him and have been very happy. I have found he and Sarah to always be very responsive and attentive to my needs and I feel assured during these volatile times that my assets are in good hands.

Cynthia J Hurn I dropped into the office without an appointment on Tuesday at 9:30am seeking help to fill in my SS pension application. I brought all my paperwork and photo IDs, so I wouldnt waste anyones time, including my own. I also brought a book to read in case there was a long line ahead of me. The office was easy to find, had plenty of parking, appeared clean and well organised with about 10 chairs in the waiting space, 3 glassed-in mini offices providing sound privacy, and a simple system of checking in and getting a ticket. The restrooms were conveniently next to the reception desk and were clean and properly stocked. There were four people ahead of me and I waited only 10 or 15 minutes for my number to be called. Ginger, at window 3, gave me great service with genuine warmth and professionalism. I actually enjoyed the whole encounter as we shared several laughs while Ginger answered my questions and completed my form online. Before 15 minutes passed, she had my application all finished and an email awaited me when I got home, acknowledging that my application had been received and was in the system. Good job done! Before going to Port Angeles, I had read some dispiriting reviews for all Social Security offices within reasonable traveling distance of my home. None of the locations were rated any better than the others, so I chose the one closest to me, an hours drive away. Well, I couldnt fault a single thing about my visit - leaving me wondering if the people who leave negative reviews are those having a really bad day and who take it out on government staff. People who have a good experience like mine, probably arent so motivated to write a review. Unfortunately I believe many find its easier to criticize than to give praise when its earned. Honestly, the Port Angeles staff fully deserved a five-star rating and Im happy to recommend this office to anyone. If you go there, you will be assisted by friendly, helpful and efficient staff who really care about doing a good job for their customers. Come in with a book or screen game to entertain you if you have to wait; make sure you have all your necessary papers and IDs with you; and when youre called up to the window, tell them you just read a 5-star review about their great service. Youll have them smiling at once and will soon be walking out the door with all your SSI needs resolved.

Cindy Ninemire I’ve been working with Peaks Financial for a couple of years, and I can’t say enough good things about them. From day one, their team has been incredibly knowledgeable and professional, guiding me through the complexities of wealth management with ease. They took the time to understand my financial goals and tailored a strategy that made a real impact on my portfolio. Thanks to their expertise, I’ve seen a solid return on my investments, and I feel much more confident about my financial future. I highly recommend Peaks Financial to anyone looking for a trusted and experienced wealth advisor!

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!!!

J Davies Better call John! When my husband and I realized that we were running out of runway before our kids enter their college years, John was the guy for the job! He talked us through the ins and outs of college financing, the FAFSA, which sources of money to use first, and suggested tweaks to our strategy as we come up to the start line. He was thorough, friendly and easy to talk to, and offered lots of constructive advice. Highly recommend!