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Finance Advising reviews in Olympia

  • A
    Dwayne is personable and very professional. He responded very promptly to my request for contact, and after speaking to him on the phone, he addressed all of my financial concerns, helped me to narrow down some key specific questions that I need to answer for myself, and gave me a good foundation upon which to take my next steps financially. I very much appreciate his experience, knowledge, and insight regarding financial matters.
    - Kim P.
  • D
    Was not happy with plan. Mostly a lot of copies from morningstar which I could have printed off myself and advice I already knew. Didn't like recommendations. He didn't seem to care if I liked his plan or not. There were multiple mistakes in the plan.
    - Dennis H.
  • A

    I like him, he is very good. The price is part of the service overall and I am not sure how it is billed. He works with a really good group and I think they do a great job with retirement planning. He basically invests my retirement savings and gives me good financial advice.

    - James L.
  • A
    This is the 2nd time in less than a year we have used Kevin Haynes to obtain a loan on a new home purchase.  And our second experience with Kevin was as great as the first experience.   The service Kevin provided us this time was no different than the first - superior - but what was different about this loan was what we put him through that he tolerated and hung in there with us.  We were doing a simultaneous close on the house we were selling and the house we were buying.  That in itself is difficult to pull off, but to make matters worse, the house we were selling fell out of escrow three times over a three month time span.  Each time it went into escrow, Kevin had to update our purchase loan package.  When we finally got a good buyer, it was a cash offer and we had a very short escrow.  Fortunately Kevin was on top of everything and we were able to close simultaneously on both homes in about two weeks.  As I told our realtor, my husband and I have done no less than 40 purchase or refinance loans over the years in multiple states and I have never dealt with anyone as good as Kevin - and coming from a CPA who is quite particular, that's saying a lot.  He's responsive and knows his stuff.  Thank you, Kevin.
    - Lorraine B.
  • A
    unknown
    - David W.
  • A
    Very good. She explained investing concepts to me and helped me prepare for investing.
    - Jacqui B.
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Financial Advisors in Olympia

Companies below are listed in alphabetical order.

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