Steven Bentley, Waddell & Reed - Silverdale (WA)

joann darrah Angie and her team are not only friendly, but extremely knowledgeable. Trustworthy and genuine are the two adjectives that best describe these people. I am so thankful for being referred to her.

Greg Byrum First Financial Northwest Bank is your local bank with a personal touch. The branch manager in Marysville WA Felica Crider has demonstrated her personal touch when it comes to banking. She is available by phone to answer questions if you dont bank with them and even more diligent when you do to ensure your account is safe and sound. Felica promotes their business is a positive way and the atmosphere at the bank is a unique experience. Most banks you walk into with a security guard, plexi-glass, and a dividing line between you and everyone else. First Financial is an open and welcoming atmosphere and you will be treated like family.

Ed Hensley My experience with Edward Jones has been very positive. They encouraged and supported my efforts to invest and save so that I now am enjoying a retirement that is sustainable. Thanks!

Raj P We have been clients of Sustainable Wealth Management (SWM) and Todd for many years. Their team has done a superb job of consistently providing timely advice an guidance on a number of investment and financial planning questions. Todds greatest strength is in providing himself as a sounding board for making investing decisions and to continue to check in with us to ensure our actions are consistent with our long term goals. SWMs entire group excels at creating personal relationships and are always available to meet in person or take phone calls. We highly recommend Sustainable Wealth Management for your long term financial planning needs.

Shelley T. Mitchell W. was so wonderful and kind. We came about half an hour before closing to make a check deposit and he was so helpful and friendly each step of the way. Bank of America should feel so happy to have someone like him representing their bank.

Heidi Nelson Kevin and his team were absolutely wonderful. The professionalism and communication was top tier. And I highly recommend Kevin for all your wealth management needs.

Zach Metzger Fantastic and knowledgeable service. I have had Roy as a financial adviser for several months now, and highly recommend his services. Roy works to meet your goals, educate you on options, and does his utmost to make necessary paperwork easy.