Amy Schwab - Private Wealth Advisor, Ameriprise Financial Services, LLC - Mount Vernon (WA)

Sarai King We can’t say enough about the excellent counsel and professional advice we received from Sam. His genuine concern for our family’s welfare, and caring, thoughtful approach to our financial planning is what impressed us most. Sam’s quality of service is above and beyond what we’ve experienced. We felt extremely comfortable and never felt pressured to do anything or judged. The best part about working with Sam is the personal connection: during our interactions, we always felt that we were more than just another client. Without reservation, we’ve enthusiastically recommended his services to our close friends and relatives.

Liz Tiffany My fiancé and I loved working with Andrya! She was so helpful, communicative, and available throughout the entire process. She is a pleasant and kind human being. 12/10 would recommend to anyone!

Sam S We have been going to Jason with Country Financial for a while now and are very happy! Jason takes care of all of our insurance needs and questions and makes things easy to understand. He’s always very responsive, friendly and professional!

Gillian Muessig Brilliant presentation on QSBS stock at Bernstein Global Wealth last week. I am always impressed with the depth of research coupked with wisdom that goes into a Bernstein event.

Raj P We have been clients of Sustainable Wealth Management (SWM) and Todd for many years. Their team has done a superb job of consistently providing timely advice an guidance on a number of investment and financial planning questions. Todds greatest strength is in providing himself as a sounding board for making investing decisions and to continue to check in with us to ensure our actions are consistent with our long term goals. SWMs entire group excels at creating personal relationships and are always available to meet in person or take phone calls. We highly recommend Sustainable Wealth Management for your long term financial planning needs.

frank schmitt they are all over it and are thinking of things for my business that I never would have

Gail Lengel I spoke with the owner (forgot his name ) about Lower car insurance and homeowners rates. He went over my policies and advised that it would be better to stay with my existing company. I was very impressed with his courtesy and taking time to explain the latest insurance rate costs and reasons. I did not change from my existing company. His honesty and time spent with was greatly appreciated. I would give him more stars rating If possible. Debbis D Lengel Sr