Thrivent Financial - Spokane (WA)

Clark Lane I have enjoyed working with Dave and Jonathon. They have made me money and I feel my money is secure in their hands. My wife had a issue with her Dads account (outside or The Altmeyer Group) and Jonathon was will to help resolve the issue for her at NO charge. Thank you Jonathon.

PJ R’man We have moved ALL our accounts--brokerage, retirement, HSA--to Schwab in the last few years. Most recently, we moved a brokerage account from E*Trade/Morgan Stanley. ETrade/MS was impossibly frustrating and has taken TWO WEEKS to give me my money (still pending) and charged two very large fees while they were at it, one from our existing account AND one from our NEW account with Schwab. Why two fees? Im sure ETrade/Morgan Stanley splits them in order to hide them since I only found them among the downloaded transactions I happened to capture before they locked me out and the description on one of them was just "Brokerage to brokerage fund transfer." NOT COOL. I called Schwab for help in figuring out what the other firm was doing and if it was really legal, and Schwab REFUNDED BOTH FEES to us! Amazing. Schwab has real people to help us by phone 24 hours a day, every day of the year--REAL HUMANS. They are extremely helpful and, dare I say, show compassion and ethics. What a concept. I cant say the same for ETrade / Morgan Stanley. So, to recap: I highly recommend Schwab and DO NOT RECOMMEND EVER E*Trade NOR MORGAN STANLEY for your money!

Jenifer Edwards Excellent advice for all future retirement needs and bi-yearly financial updates.

P SCOTT I have been with Kevin for over 20 years. He has taken great care of my investment portfolio, always offering solid advice and recommendations and consistently growing my principle.

Maya McAllister Extremely knowledgeable team who truly cares about the well-being and success of their clients. Would recommend to anyone needing peace of mind managing their finances!

John Soderberg Andrew and his team are the best! We attended an information event and were so impressed that we took the next step. Andrew created a comprehensive investment strategy and made it easy to understand and move forward. I look forward to a long-term relationship and above market returns.

Lisa Makus Blaine is an outstanding Senior Wealth Advisor and we are very happy with Petersen Hastings.

Marie Need to learn customer service skills....