Financial Planners near University Place

“From the moment James and I scheduled a meeting with Dan and Marie, we knew we were in great hands. It was positive, thorough, well planned, and focused on us and our future. Most importantly, on that day you could tell by the warmth and kindness, that we had become part of the Ostlund family. The focus on the details and the inclusiveness of all pieces tied to our retirement plan is the best selling point. When I heard friends describe their experiences with financial planners, I knew that I had made the best choice. I even encouraged others to join as well.“

“Benjamin with Briarwood Financial shows true professionalism and a real dedication to the people he works with. He takes the time to understand each person’s unique situation and offers guidance that is both thoughtful and personalized. His focus on doing what’s best and helping clients succeed is evident in his approach. I’d recommend Benjamin to anyone seeking an advisor who consistently goes the extra mile.“

“Excellent website! It's super easy to navigate and Cheri always responds very quickly. She's a great resource for anyone looking for retirement planning and wealth management advice.“

“Really appreciated Tate’s guidance! Investment planning is something we all know we should do but is such a daunting task to take on. Working with SCM helped build my understanding of my own investment strategy and I am excited to continue the road to financial freedom. I can tell the team really has the clients best interest at heart!“

“We have a wonderful 401k plan and great service for our employees that saves us $ each year and helps attract good help. Black Bishop Finance is always very responsive, caring and smart!“