Northwestern Mutual Financial - Bainbridge Island (WA)

Kaitlin Ramirez Mark is a great financial advisor - he always answers all of my questions quickly with a thorough response. I feel that I am ahead of the game financially due to mark’s efforts. I highly recommend working with mark for financial planning and advising.

Diane Pollard Very knowledgeable and helpful.

K mcgraw Excellent and fast service!

Cody Miller Polite staff, willing to help where they can.

Jim Lee Max gave my 18 year old son a Financial 101 seminar, instructing him on the importance of starting to invest early as he explained the time value of money. Growing financial intelligence is a big part of what Max does. He is also honest and straight-forward....the kind of person who is easy to refer.

Olivia Yates Shannon is by far the best financial advisor I have worked with! She is personal, honest, and always checking in to ensure we are on track to meet our goals. She has helped my husband and I build financial security to purchase a home, start a family, and continue to build our small business. I recommend her to anyone and everyone who asks! You wont find a better financial partner in Bellingham.

Noah Anacker The founder Jonee has been my favorite person to work with over my 9 year business journey. Across all 6-7 business ventures, all my personal taxes, friends/family’s taxes, the successes and failures; Jonee has not only done the dirty work but has provided strategy, oversight, and pitfall prevention for my journey. As a business owner, ONLY focus on making the money; let her focus on making sure the money goes where it belongs(she’s a tax professional)!