Armada Corp. - Okanogan (WA)

Melissa Knapp ⭐️⭐️⭐️⭐️⭐️ Working with Nathaniel Stevens has been an absolute game-changer. His professionalism, knowledge, and genuine care for his clients set him apart from any other financial advisor I’ve worked with. Nathaniel takes the time to really listen, understand goals, and then creates a clear, personalized plan that feels both approachable and achievable. What I appreciate most is his ability to explain complex financial strategies in a way that makes sense, giving me complete confidence in every decision. He is proactive, detail-oriented, and always a step ahead—keeping my financial future secure and on track. Nathaniel doesn’t just crunch numbers; he builds trust. His integrity, transparency, and commitment make it clear that he truly has his clients’ best interests at heart. I couldn’t recommend him more highly to anyone looking for a financial advisor who is not only brilliant at what he does, but also someone you can count on for the long run.

Becky Elder Jim Joseph is a great person to work with!

Martha Newbold I was very impressed with the personalized and friendly service given to the three of us by Khurshed Sharifov. He patiently walked us through the steps and even expedited the delivery process. I appreciated his follow-up call to update us on the anticipated delivery by FedEx and a follow-up email, as well. Thank you very much!

Mike Hines We are more than pleased with this firm. Outstanding representation and value. My wife and I are so happy we made them our planners. I would happily recommend Cornerstone to anyone who is looking for help in their financial planning. If you are looking for a highly competent, professional, and friendly firm with outstanding integrity then look no further.

Sean Locke Trutinas team is fantastic! When my spouse and I were faced with large bill from a doctors visit due to insurance coverage claiming a preventative visit was Out-of-Network (when the provider was deemed In-Network prior to our visit) the insurance attempted to charge us with a maximal balance. Trutina was so helpful in speaking with the company and fighting for us in the end to ensure we were not charged the balance. We are so grateful for their follow through and cant recommend their honest business practice enough. Thank You Trutina Team!