Financial Advising in Olympia, WA
4 locations found near Olympia
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Financial Advising
Financial Advising
“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!”
Financial Advising
“With Loving hearts They treat you like familyNot just someone needing a loan But like they put themselves in your shoes And walked that mile with youTHANK YOU all for your help each and every time I have needed you.”
Financial Advising
“This is a very luxurious bank and financial establishment. The building and offices are well accommodated and the staff are the best I have dealt with. High marks in all around.”
“Highly recommend Kevin and his team! Kevin was professional, knowledgeable and accommodating. He has been in the business for a bit and it showed! He had great advice and was supportive, patient and accommodating as my husband and I worked through what we want our future (immediate and long-term) to look like. He took the time to show us through models what several scenarios (i.e. one of us not working for a number of years, one of us retiring early, one of us making half the salary we're currently making, etc.) would look like and how that would impact us. Renee was also equally fantastic! She was also always professional and speedy in getting us information. And, she was always so polite when checking in with us on our outstanding items. If you are interested in having someone review your current portfolio and create an actionable plan to get you to retirement (or, any goal), I recommend this office!”