Find the Best 15 Finance services in Olympia, WA

Chris Pettit Markets are volitile and directions have no certainty but I have chosen Capstone Investment for my financial advisory support. I find the staff extremely helpful and the investment forecast extremely insightful. They are a great group to trust and work with!

Chris Stoll My husband and I were owners of a small business - he had retired in 2019 and I was due to retire at the end of 2022. Our partner intended to keep the business open. Well for over 30 years I did most of the administrative work, including all of the accounting and payroll, except for the annual tax return. We were all working out of our homes so it didnt seem to right to hire an employee. At the time, we were using a large accounting firm for our annual tax return and we asked about taking on our business for "every day" bookkeeping - nope, their specialty was working with larger firms. So the search began! I researched several other firms and it just didnt "click". Turns out I saved the best for last when I met with Shari Cox of PacStar Financial! Small business? Her specialty! Shari is friendly, compassionate, easy to work with and importantly, an excellent accountant! I highly recommend Shari and her team for your small business!

Sean Sturgill Drew has handled my finances for years. My wife and i could not be happier with the work that he has done for us. He is always clear, focused, and never pushy. I highly recommend his services to anyone.

Brad Sipperley Steele Capital Management has been a game‑changer for my financial future. From our first consultation, their team took the time to understand my goals and risk tolerance, then crafted a clear, personalized strategy that’s already paying off. I’m especially impressed by their transparency—monthly performance updates are easy to follow, and every question I’ve had (big or small) is answered promptly with real insight. It’s rare to find a firm that combines deep expertise with genuine care, but Steele Capital does exactly that. If you want a partner who treats your money like their own and keeps you in the loop every step of the way, look no further. Highly recommended!

Davis Campbell Ive had a very positive experience with this company. Mark Boyer made the entire process simple and hassle-free for me. He communicates promptly and possesses a wealth of knowledge. He was able to explain the complexities of investing in a way I could easily understand. Plus, he went out of his way to help me out when I needed something done quickly. Highly recommend!

Kelsey Raemond Hayes OneMain has always been an amazing company to work with and this team is nothing short of amazing as well! Brad was efficient, timely and so kind! I highly recommend this company and this team for any of your personal loan needs!

Trish West Awesome! Mike is great, highly recommended!

Brandon DAmore-McDougall Elizabeth is a bright lady who clearly puts the customer’s goals and well being ahead of her own. I respect her opinion as she has her mind inside the investment world. It’s comforting to actually use my time to focus on my business rather than spending time to educate myself in where my investments should be moving toward or which investments I should pull out. Because of this next level real trust and confidence in Elizabeth I can focus on my business and life.

Sylvia VonFeldt Laurie Elliott at OCC is AMAZING. She is so very helpful and goes the extra mile to make sure we are informed and assisting us to get our invoiced paid. Appreciate the time and attention she has given us every time we call.

Craig Wood I really enjoy working with Dan. Not only is he trustworthy and responsive to my investing needs, hes a great guy. And hes a national championship college basketball player!

mitch Raybuck Professionals that take the time to understand your goals and offer contempory strategies for investing. Very happy with their results!

Judah Medina Honestly would give this place a sixth star but there isnt that option. Great service all around, and also they just took care of business at a very quick rate. I myself am pleased with the company and would recommend them to friends as well as family.

Verle Ketchum Great Service and Great Staff.