Rebecca Sandford Its very unprofessional for someone to talk about other peoples personal business with their clients which is what Tara does and creates more problems for families that already have enough pain going on in their lives which Is not okay..
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.
Jim Sircin I have banked here for many years. It’s nice to walk into the bank and have that small town feel. They are always so helpful when I’m in the bank. It’s always a pleasure to work with them.
Gabrielle Balolia Ted is a great financial advisor and person. He’s a second generation advisor and has done a good job of taking over my portfolio from his father, Tony. I’ve recommended friends and clients to them without reservations.
Julie Hamstreet Knowledge, integrity, professionalism, and congeniality...this is simply the finest team of certified financial planners in the valley. We can not recommend them highly enough. Thank you Scott, Brad, Luke and Helen!
Chili Puff Great service, friendly and accommodating staff. Call to schedule a ride 2 days in advance, although sometimes you get lucky and they can do same or next day rides. Handicap accessible vans will pick you up at home and take you anywhere in the Great Mid-Columbia area for any medical-related trips. Five ⭐ service!
