When I finally reached retirement age I realized that I had NO idea what to do with my retirement…read moresavings! Kirk Wald met with me several times and now my money is safely invested. He is knowledgeable and trustworthy. I'm glad that I met him

Kirk Wald has helped me with my retirement planning for the last three years. Kirk is as generous…read moreand pleasant as he is knowledgeable about this industry. I am very grateful for his guidance.

It's been a little over a year since we began working with Troy and I wish we would have found him…read moresooner. We interviewed four CFPs and for us the fourth time was the charm. The first thing that stood out was his commitment to being a genuine fiduciary. I can honestly say Troy is the fiduciary of fiduciaries, and he was the only one that gave us his ADV forms. We came loaded with questions and he took the time to answer all of them. He was the only CFP when discussing fees that didn't say don't worry about my fees, I'll just make you more money to cover them. When it comes to a CFP, trust is a huge factor. Troy is honest and trustworthy and we sensed that right off the bat. He is also * Experienced and competent * Professional * Ethical * Keeps lines of communication open and is available when we need him * Knowledgeable on finance, tax, estate, insurance matters * Has a clear organized strategy (not reactive) * Answers our myriad of questions, even the same ones over and over * Helps make complex financial concepts easy to understand * Timely * Puts his clients first * Goes above and beyond and exceeds expectations * And much more! The clincher for us, in addition to the above, was/is 1) he is a small, personalized office where we don't feel like a number, and 2) he actually cares about his clients. We get the impression this is more than just a job for Troy (and let me tell you, he loves what he does!); it's like a service to others as well (combo of head and heart). We believe Troy is a rarity in his field. We also believe he deserves this review, but we selfishly hope he won't get too big because we want to keep him for ourselves. Thank you, Troy, for all you do!

From the owner: NAPFA Fee-Only Registered Financial Advisor offering comprehensive financial planning services to…read moreindividuals and families.

I was referred to Penny Lane Financial to refinance for our home. They did not disappoint. Rosemary…read moreand Sadie were exceptional! They kept in touch with us through the whole process. What I thought wouldn't be done for at least 6 weeks, they were able to complete in less than 3. I will absolutely be referring them to anyone that asks.

I'm new to learning about personal finance but Sadie at Penny Lane Financial has been so helpful!…read moreShe talked me through everything I needed to know and I felt very comfortable. Cannot recommend them enough!!

Despite multiple moves across country, I have stayed true to Edward Jones. Specifically, their…read morefinancial advisor, Chris Breckon. That's right. His office is in Washington (state) and I'm in Washington (DC) and he still takes care of me. I am not rich by any means but regardless of how much money I invest (or don't invest) with Chris, he is ALWAYS there to help me out and answer whatever investment question I might have. Despite the ups and downs of the current economy he has always guided me in the right direction and my money has remained secure. Chris always gives me a call about once a quarter just to check in and give me a heads up on my accounts (I have a regular investment as well as IRA Roth). I usually tune him out because for the past 10 years he has never done me wrong. I completely trust him with my money. Regardless of your location, I would highly recommend him as a financial advisor. He is very personable and will help you regardless of how much you contribute. A trustworthy businessman!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Many many problems with this supplier: 1. The reporting is…read moreincorrect, both in dashboard and PDF reports. Believe it or not: They do not report actual current balances or performance of my investments on their official documents. 2. the noted investment performance is completely wrong. They show 7% when it is closer to 25%. 3. They aggregate two accounts within reporting without noting the breakout. 4. After calling them to complain, their excuse is that they are forced to aggregate account reporting, even if half of the info is outdated and wrong. Given this situation, they really don't care. We are looking for a new supplier for my company. I am the owner.

Terrible choices through my employer's plan, and when Ieft my job Spectrum charged ME for rolling…read moremy balance over into another qualified plan. No one does that anymore. Terrible.

Mr. Martinez is the best. Helps you to understand how the program works and he explains it in a…read moremanner where you can understand. He also responds to you very quickly and that's the thing that we like about him. He is very knowledgeable and has been in this line of work for a very long time. If you want someone to treat you like a family member, and someone to trust, then he is the person to see.

Damien is the BEST financial advisor! I felt like he gave me solid advice on where to best put my…read more$, especially since I am running my own business now and I don't have an employer to handle my 401k.

Really awesome local bank!! We dumped Bank of America after a large number of disasters with them…read moreand found Washington Federal - literally walking distance from home. It just has a "home town bank" feel to it - the folks that work there (Cherie is our fave :-) that take really good care of their customers. It's a tad more cumbersome in some ways than the "big banks" - they don't have lobby deposit slips for example, and the drive thru can be a tad slower than some other banks - but the friendly helpful attitudes more than make up for any of the very minor inconveniences. Dave & Anne

From the owner: WaFd Bank is located at 4221 Bridgeport Way W, University Place, WA, 98466…read more We serve communities across nine western states with more than 200 branches and thousands of fee-free ATMs. We've been helping our neighbors thrive for almost 110 years. WaFd Bank is also an SBA preferred lender. As a full service commercial bank, we offer a variety of checking and savings accounts and business banking from large corporations to small businesses. While we offer the latest in digital banking tools, we know relationships matter. We are here to earn your business through straightforward solutions across all platforms. See why Newsweek awarded us Best Big Bank three years in a row. Member FDIC.