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8AM - 4PM
3663 College St SE STE E, Lacey
Investing
9:30 AM - 4:00 PM
1419 Marvin Rd NE, Lacey
Investing
“Go visit Miss Tatiana Turner! She is ALWAYS the most helpful, kindest and personable person I've worked with. I've been in for lost cards, opening new accounts and investment questions plus other miscellaneous questions and every single time I have had no question un-answered or problems un-solved.”
8AM - 4:30PM
909 Trosper Rd SW Suite A, Tumwater
Investing
“We’ve been clients of Whitney’s for years and are so grateful for the advice and support she’s provided. She helped us create a savings and retirement plan that gave us the confidence to take a chance and pursue a big dream. We couldn’t be happier with how it has turned out. Knowing that we have a solid financial plan has allowed us to focus on enjoying the experience. Whitney is very knowledgeable and so easy to work with. We recommend her 100%.”
“Honestly would give this place a sixth star but there isn't 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.”
“I've been very happy with Kevin as a financial advisor. He has done an excellent job finding the investments that work best for my family's needs. I also appreciate his attentiveness to any issues that come up as the market evolves. He is professional, honest, and thorough. Thank you Kevin for being so good at what you do!”
9:30 AM - 4:00 PM
1500 Black Lake Blvd SW, Olympia
Investing
“I can't say I'm a huge fan of big banks and/or predatory practices but it was easy to forget all that when I went to this Wells Fargo for the first time. I was actually there to close an old account we haven't used in over 2 years and was met with such unexpectedly great customer service from Nicole. She noticed that our account had been slowly drained over the last 2 years of monthly service fees and quickly reversed what she could and escalated the matter without us even asking (although I would have asked) AND the executive case manager also did not disappoint. Definitely made me consider opening an account there one day again.”
Investing
Investing
“We've worked with Eric from 5 years now, he assists us with our personal retirement plans, business investments, as well as our employees retirement accounts. He gets to know you, seeks to understand your future goals, and ensures that the investment recommendations and choices support those plans. If he knows your saving to purchase real estate, he will help you do that knowing you'll be pulling the down payment out of his portfolio. His knowledge, experience, and integrity are unmatched in this area. We appreciate Eric and Graciella and all they do for us!”