CLA (CliftonLarsonAllen) - Wenatchee (WA)

Kyle J Cristian has went the extra mile countless times now for me when handling my coverages. Ive decided to put all my policies in his hands including bringing my wife on board for our joint coverage after the recent wedding. If you want someone who truly cares about the individual - choose Cristian

Roger and Julia Russell Great front office, all available, very relaxed atmosphere but very knowledgeable. We were in business for many years in another area. I am thankful to have them as our accountant firm.

Debbie Jacobsen I have been going to to heritage financial for many years. Nothing but positive! Thank you Sharon!

Brad Sipperley Steele Capital Management has been a game‑changer for my financial future. From our first consultation, their team took the time to understand my goals and risk tolerance, then crafted a clear, personalized strategy that’s already paying off. I’m especially impressed by their transparency—monthly performance updates are easy to follow, and every question I’ve had (big or small) is answered promptly with real insight. It’s rare to find a firm that combines deep expertise with genuine care, but Steele Capital does exactly that. If you want a partner who treats your money like their own and keeps you in the loop every step of the way, look no further. Highly recommended!