Global Credit Union - Mount Vernon (WA)

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.

Ruth Wolff My husband and I have been working with Jon for several years now. He has helped guide us through retirement planning, as well as near term financial goals. He has been responsive and trustworthy. I highly recommend

Alma Lara I have been trusting Sandra with my taxes since 2011, and I can confidently say that her professionalism, attention to detail, and commitment to building trust are truly exceptional. She approaches her work with a level of care that I have never experienced with any other tax professional. Her thoroughness ensures that every detail is accounted for, and I have complete peace of mind knowing my financial matters are in such capable hands. Sandra doesnt just do a job; she builds a relationship based on trust and a genuine dedication to her clients well-being.

donna evans Those of you looking for an honest and experienced insurance agent/advisor can do no better than Courtney Wilkinson. She has been my insurance agent for over 17 years and I have never bothered to do any comparisons to other insurance agents or other insurance companies because I am always more than satisfied with knowledge, recommendations, and service from both Courtney and Country Financial. I have had to make both auto and home insurance claims and I have nothing but praise for the way Courtney handled these claims in an understanding and knowledgeable manner. Courtneys assistant, Sammy, is also a great person to work with and has helped me with supreme efficiency. I could go on and on about Courtney and her office personnel but one phone call by any prospective customer will completely convince said customer that Courtney Wilkinsons Country Financial office is definitely the best place to take care of all insurance needs whether is is auto, home, life, or umbrella policies. Donna E.

Brandon DAmore-McDougall Elizabeth is a bright lady who clearly puts the customer’s goals and well being ahead of her own. I respect her opinion as she has her mind inside the investment world. It’s comforting to actually use my time to focus on my business rather than spending time to educate myself in where my investments should be moving toward or which investments I should pull out. Because of this next level real trust and confidence in Elizabeth I can focus on my business and life.

Wesley Kalitovic Kim was an invaluable part of my wifes and my home buying and loan process. Shes both pragmatic and optimistic, she didnt pull punches or make lofty promises, instead she did everything in her power to get us qualified for the loan we needed to get a home that is everything we could have asked for. Kim was incredibly informative and helped us with the tools we needed, she went way above and beyond what I ever thought a Loan Originator would do. She was always available for questions and new situations that came up, she truly took care of us. Im both impressed and oh so grateful by and for everything. Ill be referring everyone I know to her when they and looking to buy a home.