Financial Advising near Lacey, WA

3 locations found near Lacey

“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!”

5 Superb8 Reviews

“I had the pleasure of working with Emily at Harborstone Credit Union in Lacey, WA, and I can’t say enough about her professionalism and kindness. From start to finish, she was an absolute joy to work with—always pleasant, patient, and attentive. I had an issue with a cashier’s check through shared banking, and Emily handled it with exceptional care, clear communication, and genuine dedication to getting it resolved quickly. It’s rare to find someone who blends professionalism with such a warm, approachable attitude. Thank you, Emily, for going above and beyond!”

3.3 Good61 Reviews

“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.”

4.4 Superb17 Reviews