Austin Neufeld - Morgan Stanley - Bellingham (WA)

Susan Pedersen This is an outstanding group you can’t go wrong with. After searching in the area, I found Cory a couple of years ago and had immediate five star service. Our initial meeting was very informative with thorough explanations as to what was offered. We were put in the hands of Jed, who is a stellar individual and very skilled at what he does. During the time since, Jed has worked very hard to maximize our investments, even though they are very small compared to many other accounts the firm must handle. We are used to being told we are small potatoes and made to feel that we are not important because we don’t have millions. This group makes us feel like we are top priority and they have made some very smart decisions for us no matter what the market is doing. Can’t recommend them highly enough.

Shelley T. Mitchell W. was so wonderful and kind. We came about half an hour before closing to make a check deposit and he was so helpful and friendly each step of the way. Bank of America should feel so happy to have someone like him representing their bank.

Meridith Vise I like the wide produce bins.

C F Stabler has been advising us on wealth matters since 2019. We are extremely satisfied with the service and support they provide. Dave Mantell is such a nice person and he has given us confidence through his advice over the last 6 years that he and his team are acting as fiduciaries in our best interests. When looking for a fiduciary, we interviewed many companies and once we met Dave, Stabler Wealth Management stood out to us. It is very worrisome to turn over your investments to the control of another, but Stabler made it very comfortable and no high pressure. And now that we live in another state across the country, we couldn’t imagine not having the team at Stabler manage our wealth. Big thanks to Dave, Sean and team for all their efforts on our behalf.

Tim Johnson I have been with Shane for a while now, managing my 401K and my IRA. Shane is very good at explaining things in an understandable manner. He is not pushy - but he allows you to manage your own money. Love Shane and Debra - rock stars!

Victrinia Ridgeway Getting a handwritten letter (a long one at that) from our financial advisor... along with a detailed retirement plan outline and other financial service assessments was pretty special. I have to say... getting to know him and his listening deeply to us is the most high-touch financial experience Ive had so far... and I trust him. Scott Davis from Edward Jones in Shelton is awesome. Eric and I drive an hour to see this man... hes pretty epic! Hes like having a finance guru and life coach all wrapped up in one.... and hes patient, and kind... a real treasure. I seriously cant remember the last time I got a handwritten letter from someone who wasnt my spouse/partner. lol Call him.

James Hart My wife I have been with Northern Capital Management (NCM) for nearly 30 years. We have worked directly with Jim Wilson, Dave Holloway and other staff members at NCM during this time. My employer used them to manage our 401K plan from the start of the plan sometime in the early 90s. I dont usually write reviews but felt compelled after seeing the negative review posted in 2020. Reviews are like opinions, we all have them, so sharing mine. Jim, Dave and the entire staff at NCM have earned my trust and business by their actions, ethics and knowledge. They have been willing to meet with us as often as we wish and have found their advice and explanations of investing (both risk and reward) to be understandable and on target. They have helped and advised on matters outside of the direct business of investing. Life Insurance, Long Term Care, Wills, Medicare etc. My wife and I are both now retired and looking forward to the years ahead. With NCMs guidance and the grace of our God we will be able to live and give like we planned. Thanks NCM Jim Hart