Bank of America Financial Center - Puyallup (WA)

Kyra Leanderson Wonderful gentleman, sat down and looked over everything with me. Seemed very knowledgeable. He realized I didnt need to refile and didnt charge me for his time. Greatly appreciated his help!

Molly Small but all the services you need. All the gals there are super friendly. Just a great bank!

Rhonda Brau I have been with Troy for a year now thanks to my son seeking out a fiduciary and fee-only advisor. I live out of state so was reluctant to switch but found Troy to be up to date with my state’s laws. During our initial meeting Troy reviewed my portfolio and with much review and discussion over the following months, we are putting together a portfolio that I am comfortable with. Being in retirement, there is much to consider and know I am getting sound advice. Troy is very knowledgeable, honest, reliable, detail orientated and caring financial planner. I highly recommend Troy!

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

Greg Lee Excellent financial planner! Looks out for your best interests. Very accommodating to schedule meeting times.

Natalie Gonzalez If you’re looking for a knowledgeable and customer focused insurance team, The Elton Group at Country Financial in Anacortes, WA, is an excellent choice.