Harbor Wealth Management - Gig Harbor (WA)

Barbara Tilotta Dans the best Knows his stuff

Jason Johnson Awesome staff who know what theyre doing.

Jonathan Lee Awesome, and helpful services with 2 locations for your conveinence! One in Mercer Island and one in Lake Stevens!

Courtney Curtis I’ve had to pay a bill with them over time. It’s been over two years I’ve had to pay my bill down each month with monthly payments. Everyone I’ve spoken with at CPMS has been friendly and understanding. They’ve been easy to work with.

Rachel Goodwin I have used 4 or so different advisors in the Portland area and Ben is by far the best. I feel like Ben genuinely wants to make me money. Super low fees for the work he puts in.

Bryan Smith Boone Wealth has been instrumental making retirement so much easier. They have been very good at answering any questions and providing answers that even a money novice like myself can understand. I highly recommend them if you value your own time and lack the expertise to manage your portfolio like I know Boone Wealth will.

Nancy Peterson I love working with Kimberly at Beacon Pointe Seattle. I feel like my investments are in very good hands. She understands my goals, provides useful updates, answers all my questions, and is incredibly personable - it’s a pleasure to connect with her at our quarterly meetings. I highly recommend Beacon Pointe and Kimberly in particular.

Verónica Chigo Dave and Jenine have been the best! I can’t express my thanks enough. They have dealt with and taken care of my partner and I. I feel like people are always hunting for a better rate, but here you get a great rate and I feel like family.. I don’t plan on searching for any other providers any time soon!