D.A. Davidson - Bellingham (WA)

Pat Knapp Martin has been our accountant for many years. We have been completely satisfied with the service we have received. I have always felt comfortable calling if I had any questions. Thank you

Jaynie Gouveia Great People who care so much, donate time and attention to those in need. Ive helped and accepted help from here. Great resource for the community food helps. Also out back, they have another group run a community garden.

Josh Hartmann I thought I had my finances figured out but decided to take a meeting with Riley after a friend referred me over. Our first couple conversations were definitely eye opening! You really dont know what you dont know. I tend to get caught up in headlines around when to buy and sell so its nice having a professional who can manage my investments with a disciplined strategy and reliable index funds. I also was missing out on some big tax benefits that should help with saving for a home big time. Now Im regretting waiting this long to use a CFP but better late than never. I was as skeptical as anyone but trust me, take an initial appointment, youll only benefit.

Dhee Dar Just wants to put a good review for your agent Sharon that I spoke with today 09/30 Friday. Shes so pleasant, so helpful and knowledgeable. I also mentioned to her of all the collections agency that we called on today shes the best one and the most pleasant to talk with. Someone like her on your team what makes your company great!

Lucerito Cavazos Had such a great experience! Clark helped us with more than just our loan. He gave us great advice & made everything super easy for us.

Kaitlin Ramirez Mark is a great financial advisor - he always answers all of my questions quickly with a thorough response. I feel that I am ahead of the game financially due to mark’s efforts. I highly recommend working with mark for financial planning and advising.