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

Lots of bad reviews, but not this one. My adviser collaborates with me on our financial decisions…read more When I have questions Chad is responsive and thorough. There was a slow year, but I am very pleased with the overall management of our assets and our growth. They sure beat my last adviser who truly did loose $$$ putting us in illiquid investments that went way down. Thank you Bulwark!

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!!

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.

Damien is the BEST financial advisor! I felt like he gave me solid advice on where to best put my…read more$, especially since I am running my own business now and I don't have an employer to handle my 401k.

I went inside to get change for public transit. The bank branch was very professional and looked…read morelike a commercial bank versus a consumer bank. The teller was very pleasant and accommodating, even though, I was a zero profit customer. Consistency in customer service is sure tale sign of overall branch management. My rating reflects a positive experience but since not so substantive, I reserve the last star until I transact some more meaningful business there.

This is the worst bank I have ever been too , came in for penny roles so I could roll pennies they…read moredidn't have them for one thing and I got a cup of coffee on the way out and they were harrassing me speaking to me in a rude Mannor and I really don't appreciate it when I walk into a place as a customer and I am spoken to like a piece of trash. Makes me wonder is this how they treat all their customers , this bank is a discrace to Tacoma and it's customers . They say they love their customers they love their community but that is all a bunch of lies for what I've seen so shame on them in this about us page is complete bogus because I had a horse experience here they weren't nice they aren't what they advertise ,they just advertise lies in their about us section of their website , may be true for other other branches I don't know but definitely all false at the Tacoma Branch 1102 Commerce Street Tacoma, WA 98402

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.

Chieko helped us process tax forms after our mother and father passed away. She was super…read moreknowledgeable, helpful, kind.

We're new to the Tacoma area and Chieko took amazing care of us doing our 2020 taxes. Reasonable…read morefees and great communication. We look forward to working with them for financial planning services in the future.