City of Stevenson - City Hall - Stevenson (WA)

JULIO LISBOA THEY LOVE TO RIP YOU

Jake Wagner Kelley is an exceptional financial advisor who truly goes above and beyond. Her expertise, personalized approach, and genuine care for my financial goals made all the difference. She took the time to understand my needs, explained complex concepts clearly, and crafted a strategy that gave me confidence in my financial future. Always responsive and proactive, Kelley’s guidance has been invaluable. I highly recommend her to anyone seeking a trusted advisor!

Don Laichak Creative Planning is a good financial fit for my wife and myself. Pete Moormeier and his team with Nolan Plous has provided solid financial guidance and responsive feedback when needed. My tendencies is to overthink financial decisions. With Pete and his team onboard to provide financial guidance in my retirement, I sleep well at night, even through all the market upheavals.

Court Time I recently completed the purchase of a home with Chris Quinn of Mutual of Omaha Mortgage. Chris was a great person to work with. He was always available, no matter when I called or emailed, he immediately replied. He made the process extremely easy and I never had any problems . Even after closing when all the documents were completed, if I had a question, Chris immediately answered it for me. It was a very easy and uncomplicated home purchase thanks to Chris Quinn and I highly recommend him.

J Middleton Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Steph has this and more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.” – Kam Middleton CFP

Alexander Kerbs Salesky always takes great care of me and my wife. The team is friendly, professional, and efficient every time we come in. We never feel like just another customer—they treat us with respect and get the job done right without wasting time. Highly recommend them for quick and honest service!