Financial Services

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.

US Bank | Lakewood Branch
At US Bank, we're actively engaged in developing, strengthening and energizing our communities. Individually and together, we live our brand. It's all of us serving you!

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.
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.

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!


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.

Johnson Wealth Advisors
We provide personalized financial guidance by taking the time to understand your unique goals and circumstances. Through a step-by-step approach, we develop strategies designed to help you achieve long-term financial success.

Stephen Bowden Investments
Independent investment advisor with 40+ years of experience helping individuals and businesses grow and manage investment and retirement accounts. Offers competitive fees, commission options, and personalized guidance.