KeyBank - Oak Harbor (WA)

Elyce Gamble I had a fantastic experience working with Noah at Stewardship Concepts and would highly recommend him. I appreciate that he is extremely knowledgeable, but also patient with meeting me where I am at and answering my questions. I feel like I can trust him to give me sound advice and set me up for success in the future. So glad that I met with him and plan to keep doing so in the future.

Eve Henrichsen We dont recommend this firm. We used them for about 5 years for our retirement accounts as a young couple starting out and we kept getting passed off to different financial planners. I guess they werent too interested in smaller accounts. I feel like we got burned by them because A.They were on Dave Ramseys recommended provider list (the reason we chose them) and didnt stick to his qualifications and ideals and B. They took 5% of all the money we put in at the beginning and then years later, suddenly decided they were going to take another annual percentage on top of that if we wanted to continue to get any actual personal management on our accounts and financial consulting. So basically, wed pay twice for the investments we had already put in. Good deal for them, bad deal for us. The investments were fine, but the service and cost of products are why I am giving a low rating.

Sign Your Name I am writing here to WARN others who come to use the ATM here to be aware of a lady who was there last Sunday saying she sprayed something “adhesive.” First I thought she did that, perhaps, to wipe down germs after her use of the ATM. But then as I think again and saw her coming back in telling a guy next to me the same thing, I immediately thought RED FLAG. Then I realized that she was intentionally trying to get into other people’s space and violating their privacy. After I was done and sitting in my car for a second, I had seen that she still hasn’t left but came back inside again. I left but then decided to park close by to keep a lookout. Then I noticed that she changed parking spot. And came back inside again. I called a non emergency number and reported her. Had she not left I would have had a police come to “check up.”

Sharon Tahja Karen Schade is the best financial advisor. We have done very well by her.