Navy Federal Credit Union - Restricted Access - Oak Harbor (WA)

Reed Leisinger This is a Top Notch firm. Tom is awesome at serving his clients with professional service and has clients best practices and interests in mind. I highly recommend his office for financial needs to everyone. He is kind, thoughtful and very knowledgeable.

Ed Freeman Awesome people

Ryann Prieser We are having Levi handle our daughter’s 529. As much as I am comfortable/even strangely excited about budgets, I knew I wasn’t very knowledgeable about investing. Levi has the heart of a teacher - I wanted to know why investing in a 529 was a good option, not just necessarily that I should. I love that he is quick to respond to any questions I have.

Sally Thomae Best decision ever to become a client of Janice at Sunrise. It’s been about 10 years now and her guidance has been so very valuable. She is the most generous and kind financial person I could imagine.