Find the Best 18 Finance services in Wenatchee, WA (Part 2)

Gordon Quehrn We have had the pleasure of working with Tracy Dry with two home purchases and four loans. She has even called us while on vacation to make sure the process was progressing smoothly! We have referred her to other family members and value her expertise and guidance. Pictures of the thoughtful gift and some of the remodeling completed after signing heloc loan.

Tami Zanol Wenatchee branch is the best the tellers are friendly knows there jobs and are quick! Karen in New accounts is friendly quick to help you and listen to your needs and always has the right words and ideas to help guide you in the right direction!

Aleksey Sapozhnikov Shy and Art have done an outstanding job managing my family’s financial planning. They’ve gone above and beyond to assist us, navigating the complexities of transferring and consolidating our retirement accounts from previous employers with ease. Throughout the process, they kept me and my wife well-informed, communicating clearly at every step. It’s reassuring to work with an advisor who genuinely prioritizes our best interests. Art has a remarkable ability to explain insurance in a way that’s both understandable and insightful—something I never expected. They’re a top-notch team, and I’d confidently recommend them to anyone seeking financial guidance.

David Kaylor If you are looking for a GREAT financial advisor, Joel Frank at Equilis Group is without a question who I would recommend! He brings a ton of financial and life experience and wisdom to the table. Plus he brings a whole network of professionals that he works with and gives his clients access to. He brings the heart of a teacher to his work with his clients. And the other thing I appreciate is that he is an independent advisor so he is not trying to get you into a certain group of products. Im so thankful I have him on my financial planning team!!

Bruce Huntoon Very poor. I provided requested paperwork in a timely manner. Months went by with little or no action on their part. I had a small claims court judgment in my favor. Evergreen claimed that they made several calls to the defendant but provided no documentation. Evergreen claimed they spoke with a person at Red Robin, the defendants place of employment, and was told the defendant no longer worked there. Evergreen would not provide that managers name. The following week, I met with a manager who confirmed the defendant was still employed. I informed Evergreen of this and provided the managers name. A week later, I lunched at the Red Robin and noticed the defendant working. I informed Evergreen. I hoped that the promised garnishment process would begin. Instead, later that same day, I was contacted by the owner of Evergreen who informed me that Evergreen would be returning all of the paperwork that I had provided to them and would be withdrawing from the case. Very unprofessional. Very disappointing. A waste of time. I did everything Evergreen requested and did not deserve them to waste my time and bail out on me.

Wendy Dalpez Darl was so helpful! He took all the time I needed to explain all my options for retirement savings and helping me come up with a plan that works for us. I am so excited to have a retirement plan, and I fully trust the advice he has given. I highly recommend and trust Darl Bidleman!

Veronica Harris Aside from being a Debt Collector, the services are fine. If you never let anything go into debt, and monitor your Credit report like YOU SHOULD, youll never have to deal with them. I called, talked to Jared I think was his name is it was fine. He was nice, and you know a debt collector. If you dont want to have to deal with a Debt collector then DONT ACT LIKE AN CHILD. And take care of your stuff. Other then that, they were nice each and every time I called.

Jason Schiffner This was my very first bank. After receiving my first pay check I drove until I found the first bank and this was it. So I opened an account. But I was always happy with them.

LMike McDaniel My wife and I both had fines through pay assist and Ive been paying them by phone for about 3 years. Its usually very quick and professional there was times when I could tell it was a new person and it was a bit slow but other than that Ive had 0 problems.

G M Cyndy is amazing! She does all our commercial sports financing and is responsive and really works to make sure our clients find the best package for their needs. She is hands on...love it!

Arianna Cozart Both of the OBanion brothers are the best insurance agents Ive ever dealt with! I use them for a variety of different types of insurance and they are always patient, thorough, and very responsive. The price of the insurance is the lowest to the other companies that Ive shopped or ever used previously.

McClausky Real Estate Broker Michelle (Selling Wenatchee) Christian and his team were able to save our buyers VA home purchase with only 2 weeks before closing after their first lender dropped the ball. They worked fast and were so great to work with. Everyone was grateful. Thank you Chamberlin team!

Darcy Rathka Great financial advisor! Gives good advice and information. Is a good advocate for her clients.

Lacey C Great customer service. I would highly recommend.

Jason Jablonski Ive been with Stewart Craig for over 10 years. I have always been impressed with his professionalism and personal approach to dealing with finances. I have and do recommend Stewart Craig to friends and family.