Clarity Capital Management - Sumner (WA)

Todd Langdalen Don’t use this Heritage Wealth advisor or their company. We had a two year relationship with them and they turned around without any notice and sold our account to another advisory team. They are clearly only interested in collecting money from you and if they aren’t making enough from your account they will sell you out to another advisor. If that’s not bad enough they are still retaining a portion of you commission. They are only worried about their bottom line not yours.

lee glidewell Gary is honest. First tax advisor that EVER tried to explain where, or even how, we were missing the point on filing a tax document. Yeah, right, yall, tax return is an oxymoron, aint it? By Gods grace and Garys wisdom, we actually got a return of some of our own money. First time in a long time. Well definitely be returning to Garys business. Best part is that his fee is reasonable, cmon! God bless yall, Gary!

Samuel Ursaki Good and nice employees

Mindy Perkins Misty Palmer and Angie Williams were fantastic to work with from start to finish in the process of purchasing a home in the Port Angeles area/Sequim area while living several hours away. We were informed what to expect at each step and given clear direction on what to do. Misty responded quickly to all inquiries, no matter the day or time—including a mid-day rush request on Father’s Day! Misty outlined financing options for us when we began the home buying process, answered all of our questions, and continued to be supportive when we changed directions twice during the home buying process! Much appreciation and thanks to her and her team!