Hallett Advisors - Port Angeles (WA)

Ainsley Darragh I called today with an issue with my account and I was helped by Mario, who was extremely helpful and knowledgeable! He fixed all of my issues and was very quick to support me in anything else I needed! He was very kind and made the entire process very easy.

Rebecca Janning We have been clients of Peter Carlo for decades, in Virginia, Washington and now Missouri. He is ALWAYS available to answer questions and is very patient about explaining ( and re-explaining) the details re managing our finances. When our CPA retired and we had trouble locating someone taking on new clients, Peter helped us research and connect with a new tax preparer even though we are several states away from his office in WA. My husband I are both natural “savers” but we have never had the savvy to make our own investment choices. We are much more comfortable in our retired years than we would have been without the management by Peter Carlo, backed by all the cumulative and proven expertise of the First Command gurus. It’s never too early to connect with a trusted financial advisor. If you are seeking one, I cannot recommend Peter enough.

Jordan Ewing No complaints. Friendly staff.

Barbara Codjoe I first met Shipley as he was going door to door in our neighborhood. I admired his determination and grit. He was also very personable and easy to talk to. I gave him a chance about 3 or 4 months later. Id never worked with an advisor before. He made the process so easy and spoke so I could understand it all. And then we met his branch administrator, Mark. These two are a GREAT team. Shipleys energy is only matched by Mark. They make you feel like you matter and truly want to get to know you. We moved halfway across the country and I will not change my advisors. We still work with them living two time zones away. I would recommend to any one of them. Not only are they great people, they have truly helped to secure my financial future.

Laurence Larson Fortunately for me, when I became a SAM client, Ryan Walker became my client relationship manager. He has been outstanding. Over the course of the last 2 ½ years, I have posed many questions and sought his assistance and guidance frequently, and he has always been very professional and accessible, responding promptly and in a friendly manner, exercising patience whenever appropriate. He is also very organized. He initiates and encourages periodic meetings to review portfolio performance, the wealth plan he helped me develop, and other topics I wish to discuss. He always prepares an agenda for these meetings, makes certain that everything is covered, and follows through on any action items. Finally, he is relatable and very friendly so I feel free to approach him without hesitation.

Suzanne Stojka Shawn did a fantastic job taking care of my immediate needs, and looking out for my long-term financial future. I appreciate his time and effort on my behalf. Honest, reliable advise. Thank you!