Investor Resources Inc. - Port Orchard (WA)

Todd Langdalen Don’t use this Heritage Wealth advisor or their company. We had a two year relationship with them and they turned around without any notice and sold our account to another advisory team. They are clearly only interested in collecting money from you and if they aren’t making enough from your account they will sell you out to another advisor. If that’s not bad enough they are still retaining a portion of you commission. They are only worried about their bottom line not yours.

Laura Madrid Jon was so knowledgeable about everything financial. He was very professional and helpful with all kinds of advice. I asked him if I could adopt him as my son. *smiles* We had a couple of financial issues come up, as we barely qualified for the home of our dreams, and Jon worked diligently to make it happen. He worked closely with us and the Guild team from beginning to end. We are forever grateful to Jon and recommend him to anyone looking for a new mortgage.

Dave Sharp Erika is the most amazing. She was incredibly helpful answering all of our questions with detail and step by step directions. 10/10 would visit again

susan Mourning Ron Horn is a self motivated and well educated Financial Advisor who maintains positive, friendly and professional relations with his clientele. You couldnt ask for a better person to look after your financial needs. He has been in the business for years and is damn good at it.

jennifer nunley I have been in twice they have been very helpful in my situation.

Dane Johnson Madrona Financial - Absolutely the best financial advisory and retirement plan we couldve ever made. Complimentary advisory appointment with Brian Evans got our direction and plans easily explained. Bauer-Evans CPA tax assistance on site. Just a great bunch of people.