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

Pat Knapp Martin has been our accountant for many years. We have been completely satisfied with the service we have received. I have always felt comfortable calling if I had any questions. Thank you

Rita DePoule I am so thankful to having found this company when I did. After I retired I was worried about how to handle all my retirement investments. John Switzer was very helpful and patient with me through the process. I just finished the annual review and Im sure is would not be in as good of a financial position if he/they werent working with me. Especially during this Covid19 experience!

jim c They are great calling us back on our wind damage

Bryan Jackson I had no clue where to start with savings and retirement but they explained everything without making me feel dumb. Took time to look at my full picture and made a plan that feels doable. Didn’t try to push products on me or rush anything. Very down to earth and honest vibe. Still early but I already feel more confident about my money. Would def recommend if youre lost like I was.

Dave Grainger Excellent service, nice people with whom to deal. That person doing theater costumes must be a sore head!

Lark Urban Amazing. So communicative, working with Jim takes the guess work out of insurance and makes it even a positive experience.