Merrill Lynch Wealth Management - Everett (WA)

Rebecca Janning We have been clients of Peter Carlo for decades, in Virginia, Washington and now Missouri. He is ALWAYS available to answer questions and is very patient about explaining ( and re-explaining) the details re managing our finances. When our CPA retired and we had trouble locating someone taking on new clients, Peter helped us research and connect with a new tax preparer even though we are several states away from his office in WA. My husband I are both natural “savers” but we have never had the savvy to make our own investment choices. We are much more comfortable in our retired years than we would have been without the management by Peter Carlo, backed by all the cumulative and proven expertise of the First Command gurus. It’s never too early to connect with a trusted financial advisor. If you are seeking one, I cannot recommend Peter enough.

Jared Premier Construction Services Jeff and his team have helped me a ton over the years. Whether its with my home, auto or my business they have exceeded my expectations.

Donald McClure Not very pleased, was forced to get on line, create a user name and password. I even said I would go to the office so I wouldnt have to do this. No luck.

Kim C I loved my years at WWCC. I went on to get my BA at EWU!