Ben M. Kostick CPA Inc. - Chehalis (WA)

Jayne Schrock Vickerman Investment Advisors has managed my portfolio since 2003. They have wisely guided my investments through the 2008 and 2020 downturns, and my portfolio has continued to grow in a stable manner over these last 19 years. Mike and Amy Jo are astute, yet very personable, and available to talk with me whenever I have questions or concerns. I highly recommend VIA as dependable, forthright and knowledgeable partners for financial investment matters.

Dennis Bigness Kevin is a trusted partner that provides institutional level insights & strategies in a very personal, high touch relationship.

Chelsea Douglas Love this branch! There are several banks closer to me but heritage is perfect for my small local business needs so I made the drive. No extra fees and the tellers are always kind and fast

Katie Pagenkopf Jessica helped me gain confidence in my desired retirement age by finding ways to make my money work harder

Vivian Resto I am looking for Sarai jones lived in Seattle Washington WA

Ava Sakowski I have know Scott for many years as a member of the Bellingham Chamber of Commerce. I know that he is a generous member of our community and makes it a point to give back to many non-profits in our community. He is honest, caring and somene whose advice I trust when it comes to financial planning.

Maya McAllister Extremely knowledgeable team who truly cares about the well-being and success of their clients. Would recommend to anyone needing peace of mind managing their finances!