if you understand anything about investing in stock portfolios and managing risk you would see that…read morethe negative reviews are knee jerk by the reviewers. My account has done extremely well because I let the professionals keep my money invested when necessary and on the sidelines when appropriate while looking for strategic opportunities. These aren't put and take accounts. You only lose if you "get out" during rough economic times. Zach is always willing to review our position and takes the time to recognize my needs. Any moves made are made at the request of the client after consultation. My funds dropped in value during a down economy less than market averages and have recovered famously. All the negative reviews seem to be from people that were looking for short term gain with no concept of minimizing risk. (Not eliminating....) I feel that my family's funds are in good hands

(this is an update of my previous review) When my employer transferred over to Bulwark in 2022, I…read morelost 17% of my money in the 1st month. Today I see that from March of this year to October of this year I've lost almost 3%. The problem with that is the market is doing really well; hitting all times highs. In comparison, over the same time period, the plan that I'm managing myself (mostly S&P500) made 22%. Both of these accounts are with former employees and that money is just sitting in those accounts with no deposits or withdrawals. I can't recommend this service.

Great for reasonably priced comprehensive financial planning. They try their best to be unbiased,…read moreor at least as unbiased as possible. Investments, home buying, debt management, real estate, budgeting, etc. Feel so much better having a plan.

From the owner: Joyful financial planning to cultivate an empowered and impactful future…read more We bridge investment education gaps to help you align your money with your personal values. Independent, Flat fee-only, Fiduciary.

The Schwab office in downtown Tacoma no longer has validated parking. You have to find a meter…read moreparking spot on the street.

Very disappointing and frustrating…read more I am not knowledgeable about the market so I hired an advisor with Schwab. I felt my gains in 4 years were small relative to the market growth. I began making withdrawals for some real estate investing and my Schwab advisor advised me to hire a second financial manager. Though the market has been volatile it rebounded to July levels in November. But during that time I had lost over 15% of my portfolio, with two financial advisors. I am now waiting on hold a second time for a representative to try to explain it to me. The first call was dropped and the broker left a voicemail with a number for the main line to start all over again. When trying to get an explanation from one advisor I was told that they were doing me a favor by representing me with less than a $1 million portfolio, and that they had "lost money when (I) lost money". I would give one star for Scwhab for one of my advisors notifying me that I was losing so much money, and for the Charles Schwab rep. who opened the investigation into the lost funds. My free advice to Schwab is to spend more on clients and getting referrals and less on advertising which can yield poor Yelp ratings.

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!!

Before I met Damien I was in debt, had no retirement, no savings, and no insurance. Now I am debt…read morefree, maxing our my IRA, have life insurance, and have money stocked away in investments. I am incredibly grateful to have met Damien! He has a great deal of knowledge, is extremely responsive, and takes his time answering all of my questions. He also doesn't try to sell you products, but instead tries to educate you on all of your best options. Damien is flexible with meeting and conference call times, which I am thankful for. I can't recommend him enough. Thank you, Damien.

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.

I used LSI a couple of years ago to repair my credit. They did absolutely nothing. They tried to…read moreget me to pay the bank 45,000 on a 75,000 debt for a 80/20 home loan i forclosed on and it was still open. I didnt have 45,000.... so i was able to write the bank a letter and they forgave ALL the debt and took it off my credit.... ALL Because of me. Then LSI tried to take the credit telling me to give them a good review for their work...biggest waste of 1500$ (1 year membership) dont waste your time.

Most of my life I've had direct deposit for my SSDI. And now I don't know when to expect my money…read moreevery month. I was conned into signing over my money to Fishinko by a social worker. She said that the woman at the AFH only accepted payment from a third party. Well, it's been a year and a half since I left that AFH. No one is clear with me about how to become my own payee.

The checks sometimes come a day or two late, but otherwise a good outfit…read more The answered the phone on the second ring.

So this review is two part. Most importantly though the Community relations person Richard is an…read moreabsolute rock star! First part is about the business itself. Pretty straight forward. I have a auto loan with them. My rate is much lower than the others at the time of getting quotes. Have had zero issues with them. Been overall an easy place to work with. Second part is the people behind this credit union. I used to think the days of local business reaching out into the community was a thing of the past and long gone. Richard though proved that so wrong. He heard our local 11s volleyball club PSVBA, were looking for some support in getting our kiddos to Nationals (which is another story all together, first year these girls have all played together. Such an accomplishment already) anyway... Richard stepped up the branch Manager at this location also stepped up. They not only offered up a great location for a car wash fundraiser, Richard involved other local business like Walmart which donated a ton of supplies. On top of this Richard and some of the branch employees like the branch Manager came out and cleaned cars with us! Truly this credit union has earned not just a customer but a big fan of Richard and Tapco as a whole for life! If I could this would be the one 6 star review I would give!

Great service, efficient, professional and friendly, accounts person explained advantages of each…read moreoption I was interested in opening. When I go in they ask for ID which I appreciate, every teller I have talked with has mirrored the professional and friendly manner of the person who helped me initially.