Osaic Wealth, Inc. The Rettenmier Group - Everett (WA)

Laura Madrid Jon was so knowledgeable about everything financial. He was very professional and helpful with all kinds of advice. I asked him if I could adopt him as my son. *smiles* We had a couple of financial issues come up, as we barely qualified for the home of our dreams, and Jon worked diligently to make it happen. He worked closely with us and the Guild team from beginning to end. We are forever grateful to Jon and recommend him to anyone looking for a new mortgage.

Jennifer Newell Nikki is fantastic! She is super helpful. She let me know you partner with other credit unions which has saved me from having to make an additional stop while running errands. Great service!

Alan & Mildred Lansing Fantastic group of people working out of Scott Arnones office. Great service.

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.