Northwest Planning & Investments, LLC - Centralia (WA)

J Middleton Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Steph has this and more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.” – Kam Middleton CFP

Michael Whipple The team at Shepherd Financial has consistently provided reliable support whenever our firm has needed assistance. Their flexibility in adapting to our office standards and procedures has been invaluable. We appreciate their dedication and look forward to continuing our partnership for the foreseeable future.

kathie The Anacortes branch has amazing employees and incredible customer service! I wont put names of each employee on here, but they are most informative and helpful. They will suggest ideas for investment or better interest rates. They are all extremely friendly. It is a pleasure to do business with them. You rarely find service like this anymore!

Tim F Spencer is an exceptional wealth manager who truly understands his clients financial goals. He provides tailored advice, keeps me informed of market trends, and proactively adjusts my portfolio for optimal growth. His clear communication and dedication make the process seamless and stress-free. I highly recommend him to anyone seeking a knowledgeable and trustworthy advisor.

David Melgren They make mistakes on your insurance and take responsibility for it, so if it costs you money you have to cover it they won’t.

Jamie Wrzesinski Excellent service. I have had multiple products for 20+ years and have stayed because of Ricks excellent service.