Lendmark Financial Services LLC - Everett (WA)

Valerie Graham Tony helped our family move 3 separate retirements from different managers and open a new plan for our little girl as well. He was there to answer every question about what was needed to move the accounts (no thinking involved on my side!) and we hardly had to do a thing. We’re happy to have such important assets with someone we can trust to look after them and not have to be concerned if decisions being made are for a company’s gain instead of our own.

James Harper Sheri and her team at Shambala have been handling our taxes, employee payroll, etc. for many years. Always give sound advice (tough love) and makes sure our operation runs smooth. Anacortes Window Cleaning gives them 5 stars for quality, value, responsiveness and most important, trustworthiness.

omendoza 4 Marina and the staff were very helpful and kind they went out of their way to make sure my needs were met thank you once again

WellDressedLadd -_- Great

Ruth Kaaland Oh My!!! These guys are super cool. Excellent job and super considering. Well done!

Elizabeth Cruz Johnson Bixby, and especially our financial advisor Kim Baker CFP, have profitably managed our financial portfolio for over 10 years. While it’s been a successful professional relationship, it’s also become a valued personal relationship. Kim has come alongside the stages of our family from elementary school to college to semi-retirement. Together we’ve weathered job changes and moves. From the start Kim listened to us and respected the risk level that was acceptable to us. Her financial advice was always backed up with sound judgment that she explained well. Truly, Kim was a pleasure to work with. We wish Kim and her family all the best as she enters well-deserved retirement! Thank you Kim for your years of service to our family.

Diane Pollard Very knowledgeable and helpful.