Financial Advising near Lacey, WA
7 locations found near Lacey
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Financial Advising
Financial Advising
“We recently opened an account at the Lacey branch. I highly recommend Harborstone and particularly Yenni, who handled the procedures we requested. It's a very well managed organization.”
Financial Advising
“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%.”
Financial Advising
“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!”
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.”
“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!”