Seneschal Family Office - Tacoma (WA)

Jo Gerdin Steve was fantastic in helping us roll our 401K account into a new IRA. He was very patient and was willing to come to our home to learn more about our specific situation and to help us finish paperwork. He also helped us with some long term planning and budgeting and helped us put another 100K into the markets. He did. a fantastic job.

Terran Alexander Kriss is the perfect person to trust your investments with! Always professional and confident about picking the right strategy for you.

Tamara Johnson A financial advisor that can be trusted 100%. A true Christian who demonstrates Gods word in all he does!

karen gorzela John is a knowledgeable, competent and thorough accountant. He preplans for established clients and takes the time to explain, review and update software, answer questions, and review records with you as part of his annual consultation. He is efficient and since taking me on as a client 7 years ago, has taught me a great deal and has my business taxes ready within a week at an affordable rate. I highly recommend John Baker.

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.

Jugesh Kumar Drive turu wait is 10-12 minutes Stupid bank. Never recommend to open account in umpqa bank