Edward Jones - Financial Advisor: Rob Naidu - Bellingham (WA)

Cari Ota Janice is amazing! She has been doing my taxes for the last 7 years with great patience and sound advice. Recently, she even helped us with a great recommendation when buying our first home that saved us a lot of money by alerting us to a local program that our loan officer didnt even know about!

Nancy Bardsley What a wonderful little welcoming place for a small town

Yuna Kim Friendly staffs.

Rhonda Brau I have been with Troy for a year now thanks to my son seeking out a fiduciary and fee-only advisor. I live out of state so was reluctant to switch but found Troy to be up to date with my state’s laws. During our initial meeting Troy reviewed my portfolio and with much review and discussion over the following months, we are putting together a portfolio that I am comfortable with. Being in retirement, there is much to consider and know I am getting sound advice. Troy is very knowledgeable, honest, reliable, detail orientated and caring financial planner. I highly recommend Troy!

Kathy Challender Great customer service. Very professional people who are willing to help you with your needs. I highly recommend this bank!

Dave Wilson I recently sold my house and had a little extra money. I put most of it in Erics care and decided to try a little etrade on my own. Eric almost doubled the money I made on my own..... Lesson learned, stay with Eric and leave the investing to him. He and the experts behind know much more than me