Leach Wealth Strategies Group - Everett (WA)

Augustine Sanchez Kathleen’s expertise was instrumental in making this process seamless. We deeply value her knowledge and professionalism, and we truly believe it would not have gone as smoothly without her. She is exceptional—second to none in our opinion—and we wholeheartedly recommend her to anyone looking to purchase a home. Kathleen is meticulous, knowledgeable, and consistently professional. We’re grateful to have worked with her and would absolutely consider re-financing through her in the future. Thank you again for helping make our dream a reality.

Lexi Jo The ladies that run this office are extremely knowledgeable and helpful

karen gorzela John is a knowledgeable, competent and thorough accountant. He preplans for established clients and takes the time to explain, review and update software, answer questions, and review records with you as part of his annual consultation. He is efficient and since taking me on as a client 7 years ago, has taught me a great deal and has my business taxes ready within a week at an affordable rate. I highly recommend John Baker.

Barbara Codjoe I first met Shipley as he was going door to door in our neighborhood. I admired his determination and grit. He was also very personable and easy to talk to. I gave him a chance about 3 or 4 months later. Id never worked with an advisor before. He made the process so easy and spoke so I could understand it all. And then we met his branch administrator, Mark. These two are a GREAT team. Shipleys energy is only matched by Mark. They make you feel like you matter and truly want to get to know you. We moved halfway across the country and I will not change my advisors. We still work with them living two time zones away. I would recommend to any one of them. Not only are they great people, they have truly helped to secure my financial future.

Tia Bailey Randi and her team are SO INCREDIBLE! I honestly cannot stop talking about them to everyone I know. I have only had 5 star experiences with her and her team. They are on top of any fraud activity, they call you and text you to let you know if something suspicious is up or unrecognizable, if you need an increase on your limit for the day (it has happened to me at costco multiple times haha) she literally gets it done in MINUTES. You guys have NO IDEA how completely incredible FFNWB is, how efficient and customer focused there team is. There are no tellers, which means you get your own PERSONAL BANKER. Blows my mind. If you need a wire done, they are on top of it IMMEDIATELY. Thank you Randi & team! You guys are seriously THE BEST.

Dylan Gaydosh Bailey Martin at Edgewater Wealth Management has been an absolute pleasure to work with! From our very first meeting, I felt heard and understood. Bailey took the time to thoroughly explain complex financial concepts in a way that was easy to grasp, and I never felt rushed or pressured to make decisions. What truly impressed me was Baileys genuine care and commitment to my financial well-being. They took a holistic approach, considering not just my investments but also my long-term goals and personal circumstances. The strategies and advice provided have been incredibly insightful and have given me a real sense of confidence about my financial future. Communication has been excellent – Bailey is always responsive and proactive in keeping me informed. I appreciate their attention to detail and the personalized service Ive received. I highly recommend Bailey Martin and Edgewater Wealth Management to anyone seeking knowledgeable, trustworthy, and dedicated financial guidance.

Suny Troha Chris has always been phenomenal in giving us guidance on our investments. I pulled out my first distribution and the whole process was quick and easy. His First Command’s new office building is impressive! Thanks to Chris and his team for taking great care of us.