Terra Firma Wealth Management - Coupeville (WA)

Shane Swiger Matt has done an exceptional job working with us on all of our insurance needs. Professional, punctual, and very personable.

Andres Ware I Highly recommend Olympic Credit services, they have always been very fair and honest along with great customer service! I have used them multiple times. I mean when people dont pay there bills in Wenatchee someone has to collect it, life isnt free.

Lance Lambert For approximately 20 years Kim Atwood has been the CPA for my personal finances and two of my companies. His work has always been quick, easy to understand and Ive never had any problems.

Lani Sordello We have always had excellent service with the Seattle branch of Fidelity. Recently Caro Jimenez has helped us and she wowed us with her professionalism, knowledge and excellent customer service.

Jim LaBenne I’ve had a great experience working with Quantum. They’re easy to talk to, always take the time to explain my options, and make sure I feel comfortable with every decision. I really appreciate how responsive and genuine they are—it feels like they truly care about my financial future. I feel confident knowing I’m in good hands and would definitely recommend them to anyone looking for solid financial guidance.

Don Laichak Creative Planning is a good financial fit for my wife and myself. Pete Moormeier and his team with Nolan Plous has provided solid financial guidance and responsive feedback when needed. My tendencies is to overthink financial decisions. With Pete and his team onboard to provide financial guidance in my retirement, I sleep well at night, even through all the market upheavals.

Kimberly Suchodolski Absolutely love Banner ...great customer service and I feel like my money is safe with them.