Peter Jensen - Financial Advisor, Ameriprise Financial Services, LLC - Bellingham (WA)

Jake Wagner Kelley is an exceptional financial advisor who truly goes above and beyond. Her expertise, personalized approach, and genuine care for my financial goals made all the difference. She took the time to understand my needs, explained complex concepts clearly, and crafted a strategy that gave me confidence in my financial future. Always responsive and proactive, Kelley’s guidance has been invaluable. I highly recommend her to anyone seeking a trusted advisor!

Josh Smylie New owner same white

nick Freeman David and his father took good care of my dad and when he died. My sisters and I sat down with him. I was very impressed with him, his ethical and moral business practices and just who he was as a man. I have been with him for almost 20 years and he has taken very good care of my investments and become a very good friend and brother. Nick

Jacob b Drake is one Of the most standup guys I’ve ever met. I trust him with everything integrity to the core. Give him a shot you won’t be disappointed.