Mauro Capital Management - Bellingham (WA)

Todd Langdalen Don’t use this Heritage Wealth advisor or their company. We had a two year relationship with them and they turned around without any notice and sold our account to another advisory team. They are clearly only interested in collecting money from you and if they aren’t making enough from your account they will sell you out to another advisor. If that’s not bad enough they are still retaining a portion of you commission. They are only worried about their bottom line not yours.

Jimmy Such a great program. They do so much

Vicki Jo McDonald I want to thank all the People that has help me on line. ( forgive me for not writing your names down.) I want Thank everyone in Wenatchee Branch. If you are manger of Gesa reading this Please give them a raise they go beyond customer serve, and also your on line customer serve team. They all work together well. Thank you all. Vicki Jo McDonald

Mindy Perkins Misty Palmer and Angie Williams were fantastic to work with from start to finish in the process of purchasing a home in the Port Angeles area/Sequim area while living several hours away. We were informed what to expect at each step and given clear direction on what to do. Misty responded quickly to all inquiries, no matter the day or time—including a mid-day rush request on Father’s Day! Misty outlined financing options for us when we began the home buying process, answered all of our questions, and continued to be supportive when we changed directions twice during the home buying process! Much appreciation and thanks to her and her team!

Wyatt Huestis Ive never applied for a loan before; however, I had an amazing experience with United Finance: from start to finish, their team was really professional, transparent, and super supportive. They helped me secure a loan quickly and made the entire process feel smooth and stress-free. I really appreciated how they took the time to explain all my options and made sure I felt comfortable with my decisions. Highly recommend them to anyone looking for a trustworthy finance partner.

P W The greatest gift that Gabe has given me in these retirement years is peace of mind, for today and for the future. I’ve been a client in Seattle for almost 14 years, with no plans to change this relationship… ever. He has overseen and advised on investments, bank accounts, budgets and other financial/life decisions with understanding, honesty, patience and sincere caring. He’s quick to respond and has stuck with me in life’s tense moments, such as buying a house or making a life-changing plan. I’ve never felt like just another number in this professional relationship but someone whose life Gabe was genuinely interested in making better…not to make me financially rich but to free me to live in the manner I desire and to make the decisions I want to…which is riches indeed.