Merrill Lynch Wealth Management - Bellingham (WA)

Stephanie My husband and I recently worked with Sam Kirby at Creative Money and couldnt be happier with our experience! Everyone at Creative Money seemed great (someone else worked with us in advance to make sure that we assembled all the documents/information Sam would need), but Sam was out-of-this-world awesome. It felt like she really "got" us--not just our financial situation, but our logistical limitations as two very busy working parents (probably because she is one herself!). She put together a plan for us that addressed all the things I was hoping for guidance on, and many things I hadnt even thought of, and she was fantastic at explaining the what and why of every recommendation. I feel like we are in fantastic shape to move forward with confidence, and its awesome to know that Sam is a resource to us for additional questions/issues for the next year. I couldnt be more pleased with our experience!

Bradley Neumayer Arnone Wealth Management really makes you feel like a priority. They are professional and friendly and I absolutely trust them as we plan for our future! Would recommend to anyone!

Lori Randall I have a savings account at the Gesa credit union in Moses Lake. Opened the account about a year ago. I have never had a problem with them, and i find the staff very friendly and helpful. So far I think theyre a great credit union.

Darby McMillan We had a really good experience with Guild. Throughout the process of purchasing our first home, Stacey was so helpful and quick to get back to us. She always answered my calls and emails promptly and patiently answered all my little questions. On top of being good at her job, Stacey was always kind and friendly. Thank you for helping get us into our home Stacey! :)