Wendy L Lucas: Primerica - Financial Services - Mount Vernon (WA)

Jim Sircin I have banked here for many years. It’s nice to walk into the bank and have that small town feel. They are always so helpful when I’m in the bank. It’s always a pleasure to work with them.

Stephanie My husband and I recently worked with Sam Kirby at Creative Money and couldnt be happier with our experience! Everyone at Creative Money seemed great (someone else worked with us in advance to make sure that we assembled all the documents/information Sam would need), but Sam was out-of-this-world awesome. It felt like she really "got" us--not just our financial situation, but our logistical limitations as two very busy working parents (probably because she is one herself!). She put together a plan for us that addressed all the things I was hoping for guidance on, and many things I hadnt even thought of, and she was fantastic at explaining the what and why of every recommendation. I feel like we are in fantastic shape to move forward with confidence, and its awesome to know that Sam is a resource to us for additional questions/issues for the next year. I couldnt be more pleased with our experience!

Katie Fridell We had a good experience with Angie. There was great communication and attentive to details. Very pleasant to work with. Highly recommended

B Teri (Trix) I highly recommend Zito & Associates. Angie Zito and her team ensured our financial goals were aligned by including our financial advisor in our earliest discussions. Angie informed us about the tax implications of certain investment choices over others, and helped us plan for aging parents, rental properties, and looming retirement. Everyone at Zito & Associates was knowledgeable, considerate, and communicated well. Thanks to them, we had no surprises and felt confident about our financial future. Thank you, Angie!

Kendra Blackwell Im so happy Goldendale has services available for those needing help getting back into the workforce. Jenny and Cassie have been a huge help and inspiration for me. Helping me feel more ready and able to find a job that fits me personally. Getting back into the workforce is more than just finding another 9-5. Its about finding yourself and building the skills you want in order to find the Right job. Not only do they help the community to build lifelong skills, but a hope for the future. That means everything to me and for my family. Its too easy to slip into your fears and self doubt. This team is here to pick you back up by the scruff, dust you off, and help you build yourself back up as a stronger person. Thank you so much. From my whole family ❤️

Becky Neff My husband and I have been working with Chad for years. Hes so knowledgable and patient. I would recommend Chad to anyone looking for financial services.

Liza Bear I have been with this agency for several years. Small town personal service!