Solomon Financial Group - Wenatchee (WA)

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.

Crispy Critter I am so grateful to BMAC for all their help! I dont know what I would do without them! They have made a huge difference in my life with to help with utilities.

Jeremy R Theyve helped me with health insurance for many years. I appreciate their willingness to research multiple options, based on my specific needs.

Deborah Wakefield We’ve worked with Joe Gaudio for more than a decade. He’s made the complicated, sometimes stressful process of planning for retirement a lot easier. And he’s extremely generous with his time, spending however long it takes to thoroughly explain our investment options, as well as the benefits and risks. We appreciate that Joe understands our goals and takes every opportunity to ensure that we successfully achieve them.

Rob Harman Robin was incredibly helpful and patient throughout the process. I was confident in my choices as all of my questions had been answered. It was a no pressure discussion about options and I would absolutely do business with her again.

Lorien Peterson I love the ladies at my local Heritage Bank. We live in a small community, and you definitely get that amazing Hometown feel when you bank here. You feel known, and special. Youre always greeted with a smile, and they work efficiently and quick. Its tough with COVID not being able to go inside the bank, and the girls really go as fast as they can in the drive-thru. I also love the perks that come with using my debit card, and the manager, Laura did a fantastic job helping our small business with the PPP loan last year. We couldnt be more grateful Laura, thank you. I cant rave enough about the ladies at Heritage Bank. Thank you for all your hard work, positive attitudes, and dedication to a job well done. :)

Aleksey Sapozhnikov Shy and Art have done an outstanding job managing my family’s financial planning. They’ve gone above and beyond to assist us, navigating the complexities of transferring and consolidating our retirement accounts from previous employers with ease. Throughout the process, they kept me and my wife well-informed, communicating clearly at every step. It’s reassuring to work with an advisor who genuinely prioritizes our best interests. Art has a remarkable ability to explain insurance in a way that’s both understandable and insightful—something I never expected. They’re a top-notch team, and I’d confidently recommend them to anyone seeking financial guidance.

Gerry Evin The change to Lacamas Financial will be nice. Congrats!!! Keep going.