First Command - Oak Harbor (WA)

Isaiah White Kiana Green did a great job assisting me. I deeply appreciate that she answered every question I had in taking care of my account.

Christine & Brian Frye Between my in-laws and ourselves we have trusted our money and financial planning with Terri Conger and her partners for over 20 years. The whole group instills so much confidence and have done so well for us that we have stayed as their clients through their changes of location and affiliation. They are trustworthy, knowledgeable and always put the clients best interest first while totally respecting client preferences, thoughts and feelings. We continue to highly recommend them to our friends and coworkers!

Scott Debbie Chris is always able to take the time to listen and help evaluate our finances. He goes out of his way to think of ways to get us set up for retirement.

Breauna Ray I was hesitant about going in here after seeing the reviews but I worked with Alyssa and my experience was excellent. She was very happy and polite. Her customer service is beyond friendly and helpful. Also she had beautiful nails. I will definitely be back again to cash a check or use other services.

Chuck Robinson Sam has been a terrific help to us in understanding and managing our investment portfolio. He doesn’t take a cookie cutter approach to investing. Instead he carefully assesses individual goals and needs and makes appropriate suggestions and recommendations. We love working with him. And, would be remiss in not mentioning how great Kelli is in managing the details of our account. It’s hard to imagine having a better financial advisor.