Cashmere Valley Wealth Management - Wenatchee (WA)

Kim Main Working with Derek and his team has been one of the best financial decisions we’ve ever made. From day one, Derek has been incredibly communicative, friendly, and professional. He explains things clearly, listens to our goals, and builds smart strategies tailored to our needs. Thanks to Derek’s guidance, we’ve seen real growth in our finances — and the results have truly been life-changing. We were able to retire earlier than we ever expected. His entire staff is also top-notch — responsive, kind, and always willing to help. It feels like working with a team that genuinely cares about your success. Highly recommend Derek if you want someone knowledgeable, approachable, and effective on your financial team!

Justin Rowland Chris Harrison and staff are absolutely top notch! I have been doing business with the Harrisons for over 25 years, and I have always had the best of service and quality product. Chris goes above and beyond for his customers. Have to mention that he helped me pick out the perfect engagement and wedding ring set!

Nelson Uriel Very good

Phillip Burns Best Finnacial planer , he has kept me from Major Financial mistake Lets me know pit falls on Financial issues I would definitely recommend them

Marwa Muhiby Awesome

Rebecca Janning We have been clients of Peter Carlo for decades, in Virginia, Washington and now Missouri. He is ALWAYS available to answer questions and is very patient about explaining ( and re-explaining) the details re managing our finances. When our CPA retired and we had trouble locating someone taking on new clients, Peter helped us research and connect with a new tax preparer even though we are several states away from his office in WA. My husband I are both natural “savers” but we have never had the savvy to make our own investment choices. We are much more comfortable in our retired years than we would have been without the management by Peter Carlo, backed by all the cumulative and proven expertise of the First Command gurus. It’s never too early to connect with a trusted financial advisor. If you are seeking one, I cannot recommend Peter enough.