Corwin Senior Health - Longview (WA)

Jeff Capeloto I have been working with Anju for several years now and followed her to Chief Financial Partners as she is the only one I want working with me on my taxes as she does a fantastic job. Anju is very knowledgeable, totally understands her craft, is friendly and truly cares about you. I have moved from a more traditional return to a more complex one and Anju has taken the time to help me understand the changes and process. If you are looking for someone to do your taxes, Anju is the person you are looking for. Thank you, Anju, it has been and is a pleasure working with you...

Marcus Perez Ms. Cassie was AMAZING!! She was kind and knowledgeable and it genuinely felt that she had my best interest in mind when planning out my future investments. Would not recommend anyone except her for investment advice.

Sean Locke Trutinas team is fantastic! When my spouse and I were faced with large bill from a doctors visit due to insurance coverage claiming a preventative visit was Out-of-Network (when the provider was deemed In-Network prior to our visit) the insurance attempted to charge us with a maximal balance. Trutina was so helpful in speaking with the company and fighting for us in the end to ensure we were not charged the balance. We are so grateful for their follow through and cant recommend their honest business practice enough. Thank You Trutina Team!

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!

Addy Cook-Clare I have no clue what the negative review is about. Gracie was referred to me by a client who was raving about her due to the status of their investments. I had a wonderful experience with Gracie and staff. Very responsive, professional, and profitable. Would recommend Gracie to anyone who needs financial advice or investment expertise. Thank you so much!!

Michelle Abbott Needed help with better banking. The whole team worked with us and made it good will highly recommend.

Susan Pedersen This is an outstanding group you can’t go wrong with. After searching in the area, I found Cory a couple of years ago and had immediate five star service. Our initial meeting was very informative with thorough explanations as to what was offered. We were put in the hands of Jed, who is a stellar individual and very skilled at what he does. During the time since, Jed has worked very hard to maximize our investments, even though they are very small compared to many other accounts the firm must handle. We are used to being told we are small potatoes and made to feel that we are not important because we don’t have millions. This group makes us feel like we are top priority and they have made some very smart decisions for us no matter what the market is doing. Can’t recommend them highly enough.

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!