Geoff is very professional and looks out for the clients best interest. Does not give long…read moreexplanations. Straight to the point kind of guy. He stays on top of news and is quick to call and make recommendations. He will check in routinely just to say hi and see how work and life are going. Goes out of his way to build a strong relationship with me.

Geoff is the only advisor I would trust with my families financial future. He treats us like…read morefamily. Not to mention he's a veteran. Thanks for your service Geoff! And thanks for caring for my family.

There are a lot of people out there claiming to do financial planning. Some good and some not so…read moregood. Here you have one of the genuine good ones! They take time to know the client. They also are not afraid to recommend other alternatives if they are better or not available in their system.

Worst banking experience I have ever had. After moving to the area for a new job I tried to start…read morean account to support a local bank as I always do. Instead of being welcomed as a costumer, I was immediately treated like a criminal because I used an out of state check to start my account. Even after the check had cleared ( meaning they physically had my money), they had contacted my previous institution, and I had started a direct deposit, they still refused to remove an excessively long, seemingly punitive hold off of my account. A manager there even doubted I had the funds after the funds were in their possession. I have lived in many placed and used many banks and I have never had an experience this bad, stay away from this bank. I used Wheatland bank while I was in the Wenatchee area and I was treated great by them.

We refinanced in order to do a title elimination. We were told they would do it. We paid for all…read morethe costs associated with the task. The title didn't get eliminated. We have an escrow account to pay for taxes and insurance. They didn't pay it. They have excuses for everything. By far the worst experience ever! If you want everything screwed up and have to do their job this is the place to go! Their word means nothing! We would have saved money and hassle leaving our mortgage through the original lender! Never use people's bank