Spinnaker Financial - Bellingham (WA)

K mcgraw Excellent and fast service!

Robert Butzerin Chris Stacy has done a wonderful job managing our finances and helping us transition into retirement. Very nice to work with and extremely knowledgeable. We have total faith in him.

Evan Kienel A very cool atm, quite exquisite

Leah Dutton My husband and I have been with Tradewinds since they started. Over the years they have always been a great help to us when we have questions or need a new quote. When accidents happen they are quick to respond and help. In this day and age of computers and electronic phone tree menus, Tradewinds still has the personal touch and excellent customer service!

Brenda Downing smooth and easy. Loice was very helpful. Her professionalism was tops.

Chris Melton I met Anthony of You Choose Insurance LLC when I started my journey into self employment. Right away, I knew I was where I was supposed to be. Anthony spent well over an hour talking with me about my plans for running and growing my company. All the while absorbing information to help get me the insurance and carrier that was best for my me. General Liability, Inland Marine, Commercial Auto, Personal Auto and bond. Since then weve added boat and travel trailer coverage. He used his relationship with these carriers to get me the best rates possible, and its always on top of renewals. His staff are efficient, and always have my requests for "additional insured" and driver changes completed within an hour. Most often within minutes. Currently, Anthony has been fighting with the carrier for my GL policy and advocating for me following their audit. I wont bore you with the details, but know this... it has been MONTHS and he doesnt have to put in all this effort. He does it because the relationship he has cultivated with me is important to him. All this effort doesnt make him one extra cent more in profit. Here is the deal. You can secure your own insurance online. You dont need an insurance agent. You can do it yourself. I did for many years before starting a company. However, using an agent is a service you purchase. A good agent will listen and recommend the best insurance for you. A great agent will use his connections to get you the best insurance for you and save you money. Anthony will do all that, and put himself in the line of fire from these companies to advocate for you when they are dishonorable and try to milk more money from your company at the end of the year. Insurance companies suck. We all know this. Nobody would disagree. Dealing with Anthony to act as a liason with these companies has simplified my business in ways that I cannot fully describe. I can describe my appreciation for their efforts in a review. Even though my words seem so small for everything this team has done for my company; THANK YOU ANTHONY and the team at You Choose Insurance!!!

Linda Graves Ty is wonderful to work with. He is trustworthy, most importantly, and he has his clients best interest at heart. He is honest and diligent in providing the best of financial care for his customers. I would trust my money to no other. He is the man for your investment needs.

Greg Grillo In my professional career, Ive used many planning and investing resources. However, none have impacted my life like Draggoo Financial Group, and I only wish Id had the opportunity to work with them earlier. The depth of knowledge, expertise, and empathy for the individual journey is unmatched. If you want a holistic planning resource that covers all the bases, just align with them. Life is always in transition; Braden and his team give priceless guidance to move confidently to the next step.

Mara Jacroux Sandra was helpful and very pleasant. I needed to update my address after a doctor appointment. It was in the 90s for temps outside. Yes, we can be irritable as humans when we wait in lines, but she was smiling and ready to help. Remember that bank tellers aren’t quick ATM machines, they are humans that make sure there are no errors to your account so try be understanding when possible when we have to wait our turns for service. Thanks again Sandra!

Barbara Codjoe I first met Shipley as he was going door to door in our neighborhood. I admired his determination and grit. He was also very personable and easy to talk to. I gave him a chance about 3 or 4 months later. Id never worked with an advisor before. He made the process so easy and spoke so I could understand it all. And then we met his branch administrator, Mark. These two are a GREAT team. Shipleys energy is only matched by Mark. They make you feel like you matter and truly want to get to know you. We moved halfway across the country and I will not change my advisors. We still work with them living two time zones away. I would recommend to any one of them. Not only are they great people, they have truly helped to secure my financial future.