Joyce L. Sobel Family Resource Center - Friday Harbor (WA)

Stuart McCurdy Todd has been our advisor for nearly 20 years. He is knowledgeable, flexible , and professional. He advised us in a manner that’s allowed me to retire comfortably.

Elisabeth Allen Nick is knowledgeable, gives sound advise, makes himself available, and contributes to the community! And, his Assistant, Nicole, is a gem. Keeps things in order!

Jimmy Such a great program. They do so much

Jerry Robinson My business has always been over the phone. Couldnt be more pleased with Mark and his services. Thank you!

Kath zhao We really appreciate Karla Nguyen’ greatest and kindest service. Very professional and warm support for us for a new account opening. Definitely recommend her to everyone.

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.