Merrill Lynch Financial Advisor Sam Lantow - Olympia (WA)

Jim Martin Knowledgeable and helpful advice.

Ryan Knicely JB and the team at Cornerstone have been my familys go to planners for the last 5 years. They are excellent in retirement, investment & estate strategies. Their Quarterly Economic Forums provide a wealth of knowledge that my wife and I find incredibly insightful.

Ofa Vea Blake and Scott are our hero. They were so helpful and kind helping my husband and I getting an SUV. We are blessed to have people like them. Your friendly and your kindness helping us with financial goes beyond. Thank you so much for your services. Continue your good deed and you both will be blessed.

Mancuso Aldo We had a vehicle sales transactions to do at Sound Credit union , the buyer used Sound credit union! We were greeted by Lucia , she was smiling , helpful, and a delight to work with. Luchia was knowledgeable about our transaction and prepared. I told her i appreciate good customer service and told her Sound credit union is lucky to have her ! Thank you Luchia Keep up the great work! sincerely, Aldo and Niko

Marc B Professional, intuitive and knowledgeable. The many opportunities were explained well. You will be hard pressed to find better financial planners. In todays times knowledge is key, and planning for tomorrow is paramount.

Kristin DeCou The United Way of Clallam County is one of the most, if not THE most, actively engaged non-profits in our community. They support a network of local agencies by providing funding for safe and stable housing, employment, and strong & secure families. They also serve as a leader in diversity, equity and inclusion efforts to build equity throughout the nonprofit sector and into the larger community of Clallam County. I cant say enough positive things about their leadership and community impact.

Koda Chovanetz My wife and I recently worked with Pacific Portfolio Trust Company to put together an estate plan and long-term wealth strategy for our family, and we’re really glad we did. With two kids to think about, we wanted to make sure everything was set up properly for the future, and the team at Pacific Portfolio made the whole process straightforward and stress-free. They took the time to understand our goals, explained our options clearly, and helped us create a plan that gives us peace of mind. We never felt pressured or talked down to. They were knowledgeable, approachable, and genuinely thoughtful in their advice. If you’re looking to protect your family and plan for the future, I highly recommend working with Pacific Portfolio. They’ve been a great partner for us.

Lisa Paganelli After talking with many local investing firms and not finding one we felt confident with we were recommended by several of our friends to meet with Armand and his team at Surience Private Wealth. We have been very happy with our investments and appreciate their hard work and dedication, we have experienced exceptional personal service and would highly recommend this great team to anyone!!! Steve & Lisa Paganelli