Chris Nelson-Orcutt NMLS: 34404 - Marysville (WA)

Igor Kudryn Have done our taxes here for well over 15 years, and are still very happy clients even after moving. Definitely Recommend!

Monica Lowe After realizing that a place like Fidelity was for-profit (they dont work FOR you, they work to make their own money!), I was looking for a fiduciary to manage my investments properly. Shelley was super friendly, helpful, and explained everything so I understood. In her care, mine, my husbands, and my mothers IRAs have grown substantially, even through the ups and downs of the last couple of years. Yes, a fiduciary costs more, but as a company that is legally bound to work in my best interests, I still have made more on my investments than I did in over 5 years with Fidelity. And with my mother now living off her IRA, the ability to do an automatic payment every month has been such a time and energy saver. I love the future planning, as well - now we have a clear vision of what we need to retire, and Ive even gotten informational calls when theres been upheaval in the market. Shelley and Ryan have been nothing but wonderful, and I have every confidence in them (and we arent huge investors, but I never felt like our little bit was less worthy of attention from her office. I appreciate that!)

Migèl Wilson I have banked at many us banks and this location consistently under preforms. It is 3:30 on a Friday, because of Corona customers can only bank via drive thru you have one bay open.

Martha Dickerson This group has cared for me since my husband died 20 years ago. He provided well for our family, but I didnt know how to manage the funds. What a blessing to have a team of likeminded believers take care of it for me!

Donna Corey Tax prep guy was top notch. So knowledgeable, meticulous and thorough.