Cathy Shattuck - RBC Wealth Management Financial Advisor - Bainbridge Island (WA)

Raj P We have been clients of Sustainable Wealth Management (SWM) and Todd for many years. Their team has done a superb job of consistently providing timely advice an guidance on a number of investment and financial planning questions. Todds greatest strength is in providing himself as a sounding board for making investing decisions and to continue to check in with us to ensure our actions are consistent with our long term goals. SWMs entire group excels at creating personal relationships and are always available to meet in person or take phone calls. We highly recommend Sustainable Wealth Management for your long term financial planning needs.

Kelsi Klovdahl Established a Simple IRA with them! Great folks!

Marc Solomowitz Such a wonderful staff!! Always a pleasant experience when I go in there!!

Adam Lang Kevin and his team saved our family $6,000 this year in health insurance premiums. Besides the premium savings, the policy they found has no deductible (only copays). Compare that to the $11,000 family deductible on the plan offered by my new employer (at $500 more per month), and you can see why I am proud to write this glowing, 5-star review for Kevin and Riverbend Insurance. Beyond the savings, Kevin was able to answer all of my questions and walk me through various scenarios (lots of doctor visits vs. few, specialists vs. regular visits, emergency care, etc.) in terms of plan and cost. Im the type of person who wants to understand all the details, which Im sure annoys many professionals. Kevin was incredibly patient and actually seemed happy that I wanted to have all our ducks in a row before pulling the trigger. I also had to follow up a few times after buying the policy to make sure I was clear on payment and policy number. His team answered the phone the first time I called and was able to answer my questions. Id recommend anyone who is looking for a better insurance rate to call Riverbend and let Kevin and his team do the work to find the best deal

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!

Dan Berard Susie DeVries at Evergreen Home Loans was amazing to work with and helped us purchase our Dream Home!