Edward Jones - Financial Advisor: Gregory A Smith, AAMS® - Oak Harbor (WA)

Angela They were incredibly helpful from start to finish. Very easy to get in touch with and were excellent at keeping us in the loop the entire time. I highly recommend them.

Matt Cuellar Colleen has been an invaluable partner in helping Nicole and me plan for retirement and our long-term goals. Shes a thoughtful listener, deeply knowledgeable about the market, and consistently helps us stay focused on the big picture—even during turbulent times. Her follow-through is impeccable, her planning is thorough, and we rely on her insight for every major financial decision.

Raj P We have been clients of Sustainable Wealth Management (SWM) and Todd for many years. Their team has done a superb job of consistently providing timely advice an guidance on a number of investment and financial planning questions. Todds greatest strength is in providing himself as a sounding board for making investing decisions and to continue to check in with us to ensure our actions are consistent with our long term goals. SWMs entire group excels at creating personal relationships and are always available to meet in person or take phone calls. We highly recommend Sustainable Wealth Management for your long term financial planning needs.

Kevin Parsons Classes were okay, but no one, NO ONE answers their phones. I mean, for months, I could not get in contact with Financial Aid via phone or email. It took a complaint straight to the dean to finally get a call back. They almost screwed me out of thousands of dollars. My counselor or "student success coach" or whatever they call them, ghosted my phone calls and emails for 2 months. When I finally needed to urgently get in contact, I called the front desk and sure enough shes sitting in her cubicle and I get a phone call. Good school to get a degree, but you better pray you dont need any assistance from the offices.

Marcos Yanez Sr. I pay my lease here . So I see them every month. They got great customer service and friendly associates.

Nestor Chavez I recently had the pleasure of working with Adam Hoover from Country Financial while shopping for insurance rates due to some changes in my circumstances. Even though I am not currently a customer, I was incredibly impressed by the experience. Adam was exceptionally welcoming, knowledgeable, and passionate about the insurance products he offers. He provided a comprehensive range of quotes, and although they didn’t work out for me this time, the exceptional service I received is worth noting. I hope to return soon as a customer of Adam. Highly recommend!