Steele Financial Services, Inc. - Bellingham (WA)

Mud The 1st I was surprised and impressed when I first meet my financial advisor as she welcome me as a new client. And how dedicated she is when she is investigating for me. If I could, I would give her 10 stars instead of 5.

Adriana We have been with country financial for many years and Ana has been absolutely amazing, she has helped both my mom and me with our insurance needs, and every time, she goes above and beyond. She’s professional, knowledgeable, and always makes the entire process smooth and stress-free.

Ethan Armstrong Simple to process, easy communication, helpful service, and swift completion. After multiple years of using online tax sites, we found that we had been missing large amounts from previous refunds. Neal, from Hearthstone CPA expertly helped us get what we were supposed to with speed and a patience that helped me concentrate on my job while deployed, and eased my wifes concerns at home.

Raphael lee Mrs Oliverio was professional and extremely knowledgeable. She was approachable down to earth and explained to me investing in a way I could easily understand. My family has invested with Mrs Oliverio for several years and we are extremely happy with our returns.

KT Z Amazing, top-notch team! My family is so thankful for all the support and knowledge from the entire Cashmere team. They also upgraded their online banking! Which is great, but my review is really for the team we work with face-to-face. With something as important as banking, it is great to met with someone and navigate the process together!

SUMMER HULL My husband and I both have used the team. They are affordable for what you need. I started to see a boost in my credit within a month. They worked their magic and were diligent in keeping me informed with the latest updates with my credit history. I recommend CTU 100%