Continental Investors Services - Longview (WA)

Cynthia Koan My go-to for all things accounting!

Stephanie My husband and I recently worked with Sam Kirby at Creative Money and couldnt be happier with our experience! Everyone at Creative Money seemed great (someone else worked with us in advance to make sure that we assembled all the documents/information Sam would need), but Sam was out-of-this-world awesome. It felt like she really "got" us--not just our financial situation, but our logistical limitations as two very busy working parents (probably because she is one herself!). She put together a plan for us that addressed all the things I was hoping for guidance on, and many things I hadnt even thought of, and she was fantastic at explaining the what and why of every recommendation. I feel like we are in fantastic shape to move forward with confidence, and its awesome to know that Sam is a resource to us for additional questions/issues for the next year. I couldnt be more pleased with our experience!

Ann Dingwall Ken and his team are great! Very attentive and always has the time to talk and explain. Ken does a great job explaining investments so that its easy to understand for those that are new to financial management and investing. I am thankful to have his help and guidance.

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!

K mcgraw Excellent and fast service!

Shane Brooks Great advisors!! Been here 20 years and trust and rely on their knowledge.

Marina Wolfrum Buying a home can be stressful. But Coastal Capital Mgmt relieved me of that stress. The patience, the personable interactions made this an exciting and fun experience for me. I highly recommend you give them a call.

Dave Sattler Great guys to work with!