Sentinel Wealth Management - Bellingham (WA)

Jim Martin Knowledgeable and helpful advice.

Chris Stoll My husband and I were owners of a small business - he had retired in 2019 and I was due to retire at the end of 2022. Our partner intended to keep the business open. Well for over 30 years I did most of the administrative work, including all of the accounting and payroll, except for the annual tax return. We were all working out of our homes so it didnt seem to right to hire an employee. At the time, we were using a large accounting firm for our annual tax return and we asked about taking on our business for "every day" bookkeeping - nope, their specialty was working with larger firms. So the search began! I researched several other firms and it just didnt "click". Turns out I saved the best for last when I met with Shari Cox of PacStar Financial! Small business? Her specialty! Shari is friendly, compassionate, easy to work with and importantly, an excellent accountant! I highly recommend Shari and her team for your small business!

S P Instructions were clear and we were treated kindly. Great job summarizing information and open to answering questions on the mammoth paperwork a person does not deal with oftem in their lifetime. We appreciate the warmth and support we received throughout the process.

K mcgraw Excellent and fast service!

Terri Moore Jeramey has managed my parents retirement accounts for many years. After seeing how well he managed their money, I moved my investments to him and have been very happy. I have found he and Sarah to always be very responsive and attentive to my needs and I feel assured during these volatile times that my assets are in good hands.

Sally Thomae Best decision ever to become a client of Janice at Sunrise. It’s been about 10 years now and her guidance has been so very valuable. She is the most generous and kind financial person I could imagine.

A Islas Very professional team !