Financial Services
Mechanics Bank – Kamarie Wilson
Mechanics Bank is a community-focused financial institution offering personal and business banking, lending, wealth management, and trust services. Since 1905, it has helped individuals, businesses, and communities thrive.
Columbia Bank
Columbia Bank empowers businesses and families with personalized financial solutions, trusted expertise and relationship-focused support to help customers grow, succeed and plan for the future.
Washington Trust Bank
Washington Trust Bank is the Northwest’s largest privately owned bank, offering personal, private, commercial, and small business banking, home loans, and credit cards with local expertise and community-focused service.
Edward Jones – Brandon Arenas – Financial Advisor
We provide personalized financial planning and investment strategies to help you prepare for retirement, save for education, reduce taxes, and create reliable income while working toward your long-term financial goals.
Cristi Frederickson-Willis, Northwestern Mutual
I offer comprehensive financial planning for businesses and individuals. Everyone deserves to know the possibilities they have available to them!
Heritage Bank – Lakewood Branch
Heritage Bank is a community-focused Pacific Northwest bank offering personal and business banking, loans, treasury services, and digital banking. Committed to customer service, employee empowerment, and community investment.
Banner Bank
Dream big with Banner Bank. Solutions for better banking. We support small businesses with a variety of solutions.
OMNI Financial
OMNI Financial in Lakewood provides Military Lending Act-compliant personal loans from $500–$10,000 for active-duty military, retirees, and DoD employees. Trusted nationwide, with online and local branch service.