Klickitat County Title Co - Goldendale (WA)

Kelly Ohm Kim Stallcop Boyko and her team were all so communicative and helpful. Kim was available anytime I had questions and was very proactive in talking about my options as the home buying process developed. Ive bought homes before and none of those experiences has been as smooth and easy working with a lender as this was

Marah Hulse Beautiful building and such friendly service.

Kimberly Christianson Nick Mercer and Piton Wealth have been instrumental in helping my husband and I get our financial affairs in order and set up for our future. We feel much more secure and ready for any unforeseen circumstances that could arise. Financial planning can be stressful and confusing but they made the process painless and always take the time to explain things in a way we can understand.

Rj Foster Brandi was our lender and she was amazing. She was fast with everything and explained all the information extremely well. She always responded instantly and never left us out of the loop with our loan. I wouldn’t hesitate to use her and prime lending again.

PJ R’man We have moved ALL our accounts--brokerage, retirement, HSA--to Schwab in the last few years. Most recently, we moved a brokerage account from E*Trade/Morgan Stanley. ETrade/MS was impossibly frustrating and has taken TWO WEEKS to give me my money (still pending) and charged two very large fees while they were at it, one from our existing account AND one from our NEW account with Schwab. Why two fees? Im sure ETrade/Morgan Stanley splits them in order to hide them since I only found them among the downloaded transactions I happened to capture before they locked me out and the description on one of them was just "Brokerage to brokerage fund transfer." NOT COOL. I called Schwab for help in figuring out what the other firm was doing and if it was really legal, and Schwab REFUNDED BOTH FEES to us! Amazing. Schwab has real people to help us by phone 24 hours a day, every day of the year--REAL HUMANS. They are extremely helpful and, dare I say, show compassion and ethics. What a concept. I cant say the same for ETrade / Morgan Stanley. So, to recap: I highly recommend Schwab and DO NOT RECOMMEND EVER E*Trade NOR MORGAN STANLEY for your money!

J Middleton Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Steph has this and more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.” – Kam Middleton CFP