Primerica - Kent (WA)

C F Stabler has been advising us on wealth matters since 2019. We are extremely satisfied with the service and support they provide. Dave Mantell is such a nice person and he has given us confidence through his advice over the last 6 years that he and his team are acting as fiduciaries in our best interests. When looking for a fiduciary, we interviewed many companies and once we met Dave, Stabler Wealth Management stood out to us. It is very worrisome to turn over your investments to the control of another, but Stabler made it very comfortable and no high pressure. And now that we live in another state across the country, we couldn’t imagine not having the team at Stabler manage our wealth. Big thanks to Dave, Sean and team for all their efforts on our behalf.

Lauren Purvis The student advisors and other staff are super helpful when things get complicated. I was having a problem with MyCAA website being down, and the staff helped me getting everything I needed prepped and ready to go for when it came back up to create my voucher and pay my tuition. If one of them isnt sure they dont just tell you "I dont know" they try and find someone who would know which is something I love. They dont just leave you lost and confused. Erin was my student advisor who helped build my plan and everything and I loved her shes super sweet and fun!

Paul Riegel I really appreciate the straightforward approach that this site brings. It offers clarity and understanding of how to plan short an long-term investments. The articles and strategies are well thought and help bring simplicity to help someone navigate the best ways to plan for the future. Anyone looking into planning for retirement will benefit from this forum of ideas that gives common sense approach for a winning edge into todays investment market.

GoAsk Chaz Our experience with Stone 8 Wealth Management, particularly with Robert Lo, was fantastic! Robert’s expertise, professionalism, personalized approach, and meticulous attention to detail made the cost worthwhile. From the moment we started working with him, we were impressed by his friendly, personable demeanor and his great sense of humor, which made the process enjoyable and informative. Robert offered insightful suggestions that we had not previously considered or were not aware of. His thorough analysis also helped us make crucial hard decisions with confidence. We couldnt be happier with the service and advice we received.

Sherman Clark Marisa Morrison is the best. She is very knowledgeable, full of great advice and is able to help me navigate the banking world. Thank you for making me feel like I finally have someone in my corner.

Dave Wilson I recently sold my house and had a little extra money. I put most of it in Erics care and decided to try a little etrade on my own. Eric almost doubled the money I made on my own..... Lesson learned, stay with Eric and leave the investing to him. He and the experts behind know much more than me

Cameron Brewer I just recently opened up an account and they have been great. Everyone there is super helpful and friendly. Great experience so far.