Merrill Lynch Financial Advisor Grant Rubbert - Bellingham (WA)

Amanda Cross Wonderful to work with. Great service. Quick and thorough. Will continue to work with them for all our insurance needs.

Ellen Mandeville If you need help with financial planning, THIS is the place to go. Kurt Anderson explained options so well, so knowledgeable, professional and honest. I couldn’t have been more satisfied and I highly recommend them.

Nagaraju Rajuri All about financial education! I was able to attend the free workshops, they are so powerful and helped me personally. Great team with a beautiful cause. Highly recommended to meet this team.

Thomas Baker This place is great they will take really good care of you and your money very friendly people.

Rhonda Brau I have been with Troy for a year now thanks to my son seeking out a fiduciary and fee-only advisor. I live out of state so was reluctant to switch but found Troy to be up to date with my state’s laws. During our initial meeting Troy reviewed my portfolio and with much review and discussion over the following months, we are putting together a portfolio that I am comfortable with. Being in retirement, there is much to consider and know I am getting sound advice. Troy is very knowledgeable, honest, reliable, detail orientated and caring financial planner. I highly recommend Troy!

Mitched TimothyX Never had any problems. Compared to how crooked Chase is, Key is amazing