Coastal Pacific Financial Services - Yakima (WA)

Aidan OCallaghan I am getting ready to retire. I contacted Stacy as I wanted to see if I was on the right path and not overlooking anything. Working with Stacy was awesome. She helped me devise a strategy for my goals and how to improve my portfolio. She was emphatic to my concerns and was patient with all my questions. Im so glad to have her in my corner for my retirement!

Lorien Peterson I love the ladies at my local Heritage Bank. We live in a small community, and you definitely get that amazing Hometown feel when you bank here. You feel known, and special. Youre always greeted with a smile, and they work efficiently and quick. Its tough with COVID not being able to go inside the bank, and the girls really go as fast as they can in the drive-thru. I also love the perks that come with using my debit card, and the manager, Laura did a fantastic job helping our small business with the PPP loan last year. We couldnt be more grateful Laura, thank you. I cant rave enough about the ladies at Heritage Bank. Thank you for all your hard work, positive attitudes, and dedication to a job well done. :)

Rhonda Brau I have been with Troy for a year now thanks to my son seeking out a fiduciary and fee-only advisor. I live out of state so was reluctant to switch but found Troy to be up to date with my state’s laws. During our initial meeting Troy reviewed my portfolio and with much review and discussion over the following months, we are putting together a portfolio that I am comfortable with. Being in retirement, there is much to consider and know I am getting sound advice. Troy is very knowledgeable, honest, reliable, detail orientated and caring financial planner. I highly recommend Troy!

mark eide Brian is the best.

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.