Beverly Kimball - LPL Financial Advisor - Bellingham (WA)

Scott Thorkelson Mike was a pleasure to talk with. I set up an initial meeting, and he spent about 30 minutes going over my finances with me—where I’m at now and where I want to be. After our conversation, he explained that while he could provide some additional insights, I was already on a good path. What stood out most was his honesty: instead of pushing me toward his services, he encouraged me to continue saving on my own since that would benefit me more. It’s rare to find someone in this industry who prioritizes your best interest over a sale, and I truly appreciate that. I highly recommend reaching out to Mike if you’re looking for trustworthy financial guidance. Thank you for your time Mike!

Brandon Harting Always get great service.

Jacqueline Masingale Cynthia and her team have been awesome to work with this school year. I have been impressed with their dedication and professionalism in conducting the pre-employment training classes at our school. Their interactions with students have been positive, supportive, and educational and the students have really enjoyed the classes. Great job team! We think youre the best.

Michelle Lopez Ive never had a bad experience the few times I have made it in to their collections. They do not bombard me with phone calls or multiple letters. I pay when I can. Very friendly over the phone.

Paul Maina Wonderful place, I highly recommend them for all your insurance and investment needs!

Natasha Carlson This branch is great! The girls are very friendly and helpful.

markdustinwilliams Brad Orser’s firm is by far the best accounting firm we have ever used. Top to bottom they are pleasant, professional, prompt in communication, and really good at what they do. I wouldn’t use anyone else.