Gregg A Larson - Financial Advisor, Ameriprise Financial Services, LLC - Spokane (WA)

Alexandra Asbury Aric and Marty are extremely knowledgeable and compassionate about helping others with their retirement planning. They helped me secure my investment accounts so that I can rest easy knowing that I will be able to have enough retirement resources for a safe and comfortable retirement. Their information dinner presentations were informative, concise and professional. Thank you for being so generous and supportive!

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!

Frank Fluharty Bank here if you only shop during business hours when you can actually get help when they randomly shut down your card. This is the 5th time my card has been shut down while shopping at Albertsons or super one, I didnt have enough cash to cover my groceries this time though, so I has to call in a friend to borrow some money until Monday when I go in and close my account. Never bank here if you need access to your money outside of 9am to 5pm.

Trinity Banks I have taken this class twice. Both times with Trudy as the instructor. My daughter Jazzmyn, took the class with me the 2nd time. We both really enjoyed the classes and learned a lot from each session! We have each implemented the snow ball effect of paying down credit card debt taught to us by Trudy and through Bill Ramseys financial literacy series as well. Each of us, my daughter and myself, immediatly began saving twards am emergency fund, which we have used and replenished several times. I have often reflected upon Trudys teachings about our 1st money memories and the effects of those thoughts on my financial skills today. I would highly recommend the Whatcom Dream to anyone wanting to learn more about money and finances and our evolving relationships with them.

Jagger Sapp Ive been very happy with Kevin as a financial advisor. He has done an excellent job finding the investments that work best for my familys needs. I also appreciate his attentiveness to any issues that come up as the market evolves. He is professional, honest, and thorough. Thank you Kevin for being so good at what you do!

Lynn Taylor The team specifically Juan was very patient explaining how we could find home insurance on a home that was a family shared home .He explained what certain words meant in the coverage and gave good advice about how to change companies. We appreciated his advice and got our new coverage in just a few days.