River Rock Family Wealth Management - Spokane (WA)

Jimmy Herrin We have been using American Tax Services for about 20 years. Troy is the absolute best! He is very thorough and thoughtful. And if that is not enough… he is cool. We get excited for our tax appointment. When is the last time you said that?!

Raj P We have been clients of Sustainable Wealth Management (SWM) and Todd for many years. Their team has done a superb job of consistently providing timely advice an guidance on a number of investment and financial planning questions. Todds greatest strength is in providing himself as a sounding board for making investing decisions and to continue to check in with us to ensure our actions are consistent with our long term goals. SWMs entire group excels at creating personal relationships and are always available to meet in person or take phone calls. We highly recommend Sustainable Wealth Management for your long term financial planning needs.

Marcela Mendoza The gals there are always friendly. I can very much appreciate that they always listen to Spanish music and arent shy to speak their native language.

Jim Adcock Ryan and his team at Fellowship Financial have done a great job with our retirement planning. A great group of people who are good at what they do. We feel secure in our ability to live the retirement life weve always wanted due to Ryans advice and work throughout the past 15 or so years. Recommend without reservation!

stickmanz Its a credit union, why would you go anywhere else? Their tellers are actual bank tellers and not salespeople. Theres no BS fees. Their open hours could be better, but their app is amazing.

Craig Wood I really enjoy working with Dan. Not only is he trustworthy and responsive to my investing needs, hes a great guy. And hes a national championship college basketball player!

Arpad molnar Shout out to Mark ! The best customer service I ever saw in my life , specially in a bank !!