Wells Fargo Advisors - Friday Harbor (WA)

Kevin Floyd Great place with people who really care about their clients!

Joyce & Lee Our son has not received a monthly financial statement from CFS who pays his bills on a monthly basis. This missing paperwork could cause my sons housing grant to be terminated. It is my understanding the Social Security Administration requires Protective Payee Organizations to provide monthly payment information to their clients.

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!

Jim LaBenne I’ve had a great experience working with Quantum. They’re easy to talk to, always take the time to explain my options, and make sure I feel comfortable with every decision. I really appreciate how responsive and genuine they are—it feels like they truly care about my financial future. I feel confident knowing I’m in good hands and would definitely recommend them to anyone looking for solid financial guidance.

Sra. Chula I have been with CFCU for 30 yrs, and will never leave. I opened my first account when I was 17 and now my adult kids and mama all have accounts. When we decided to open a business, of course we had to see Tara. Tara made the process so smooth and stress free. Then when it was time to get my husbands dream truck, she was with us the whole way. She was even available via phone the 6 hours we sat at the dealership!! I absolutely love going into the Tacoma branch and being welcomed by Tara and the amazing team. She truly enjoys her work and is always willing to help out. Thank you Tara for being a huge part of our success. Tara Shovan is my person!— Kali C.

T. Carr Jenni M. has taken care of me for over a year now and Im extremely satisfied by her customer service and support in my credit journey.