Fiducial Expertise Mount Vernon - Mount Vernon (WA)

dave church Scott has been our investment advisor for close to a decade. He has always been very easy to work with. Scott understands our investment goals and helps us achieve them. With his guidance, weve made money even in "bad" markets.

Ruth Kaaland Oh My!!! These guys are super cool. Excellent job and super considering. Well done!

Melissa Knapp I’ve had the pleasure of knowing Anthony from Christensen King PC, and I can genuinely say he’s someone who brings professionalism, warmth, and a deep sense of integrity to everything he does. He’s thoughtful, incredibly knowledgeable, and always willing to offer helpful insight when needed. It’s clear that he cares deeply about the people he works with and holds himself to the highest standards. I truly appreciate his character and dedication.

Kelly Hutteball Amazing!

Max Deering Just took our parents to Wells Fargo Bank for some personal finances. We work with Brittany personal banker, she is GREAT with our parents. We spend about an hour or so with us, she was very patient and answer all our concerns and questions. She is awesome 80)!

Todd Langdalen Don’t use this Heritage Wealth advisor or their company. We had a two year relationship with them and they turned around without any notice and sold our account to another advisory team. They are clearly only interested in collecting money from you and if they aren’t making enough from your account they will sell you out to another advisor. If that’s not bad enough they are still retaining a portion of you commission. They are only worried about their bottom line not yours.