Peter DeVries with Epic Finance LLC Mortgage Brokers - Powered By Barrett Financial Group NMLS#181106 - Oak Harbor (WA)

Eve Henrichsen We dont recommend this firm. We used them for about 5 years for our retirement accounts as a young couple starting out and we kept getting passed off to different financial planners. I guess they werent too interested in smaller accounts. I feel like we got burned by them because A.They were on Dave Ramseys recommended provider list (the reason we chose them) and didnt stick to his qualifications and ideals and B. They took 5% of all the money we put in at the beginning and then years later, suddenly decided they were going to take another annual percentage on top of that if we wanted to continue to get any actual personal management on our accounts and financial consulting. So basically, wed pay twice for the investments we had already put in. Good deal for them, bad deal for us. The investments were fine, but the service and cost of products are why I am giving a low rating.

Tia Bailey Randi and her team are SO INCREDIBLE! I honestly cannot stop talking about them to everyone I know. I have only had 5 star experiences with her and her team. They are on top of any fraud activity, they call you and text you to let you know if something suspicious is up or unrecognizable, if you need an increase on your limit for the day (it has happened to me at costco multiple times haha) she literally gets it done in MINUTES. You guys have NO IDEA how completely incredible FFNWB is, how efficient and customer focused there team is. There are no tellers, which means you get your own PERSONAL BANKER. Blows my mind. If you need a wire done, they are on top of it IMMEDIATELY. Thank you Randi & team! You guys are seriously THE BEST.

Jeremy Friedland I have been working with Gaston for almost two years now, and am very impressed with how up to date he is with my financial portfolio. The attention that he shows me makes me feel like I am his only client, but since he continues to win High Achiever awards, Im pretty sure he keeps his calendar full with lots of other clients. I would recommend sitting down with Gaston and let him show you how to be smart with your money.

Koda Chovanetz My wife and I recently worked with Pacific Portfolio Trust Company to put together an estate plan and long-term wealth strategy for our family, and we’re really glad we did. With two kids to think about, we wanted to make sure everything was set up properly for the future, and the team at Pacific Portfolio made the whole process straightforward and stress-free. They took the time to understand our goals, explained our options clearly, and helped us create a plan that gives us peace of mind. We never felt pressured or talked down to. They were knowledgeable, approachable, and genuinely thoughtful in their advice. If you’re looking to protect your family and plan for the future, I highly recommend working with Pacific Portfolio. They’ve been a great partner for us.

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Liza Bear I have been with this agency for several years. Small town personal service!