Thomas Capital Management LLC - Oak Harbor (WA)

Anthony Emerson Exceptional Service and Support from Country Financial! I cant say enough great things about Country Financial and the outstanding service provided by Jason and Michele. From the moment I reached out, they went above and beyond to ensure I had the best coverage tailored to my needs. Jason’s expertise and professionalism made the process seamless, providing clear explanations and thoughtful recommendations. Michele was equally fantastic, always responsive, kind, and willing to go the extra mile to assist with any questions or concerns. Its rare to find a team that combines such personalized care, professionalism, and genuine dedication to their clients. If youre looking for a company that truly values its customers, I highly recommend Country Financial—and especially Jason and Michele! Thank you both for making this such a great experience!

Kyle Schauble Not sure why that review was for Northwestern Mutual, Ted Vause works at Pillar Financial. Not Northwestern Mutual

Emily Financial advisor Samantha Darnell at this location *allegedly* recommended my husband take out a whole-life insurance policy from Liberty National, which is an incredibly poorly rated and often fraudulent company. Whole-life insurance in general is basically a scam (except in very specific instances), and there is NO REASON whatsoever that a young, healthy, single (at the time) person should have been encouraged to take out a 200k whole-life policy ON TOP OF his military death benefit and his SGLI supplemental term life insurance. Additionally, this plan was represented as having a disability pay out benefit, when in fact the contract shows that it does not have this benefit. So my husband has been paying $112 a month for an unnecessary policy. Edit: some additional thoughts now that first command has responded - OF COURSE over 1/2 of service members have whole life insurance, when its being pushed by first command. That makes sense. I actually spoke to a former employee of first command, who stated she was told by management to "make the math work" to show that people need whole life insurance. So those "gaps" theyre talking about - it kind of sounds to me like they create them. Additionally, I never said that whole life insurance is *always* a scam. Do your own research. But most people dont need it. And if first command tells you that you do, you honestly probably dont. Id recommend seeking out an independent financial advisor who isnt incentivized for selling. Lastly, Ive done some more research into the company the insurance was from (Liberty National) and it is widely regarded to be a pyramid scheme, as well as to be predatory and sell people on insurance they dont need. It may have a blah blah blah whatever score with the BBB, but it also has TONS of user complaints.

Paris Evans The Retirement Solution is amazing, their investment advice is great and helps me better achieve my goals and worry less about finances. What life savers!

Matthew Lubic Paul Ried has been voted one of the TOP 10 BEST financial advisors in the nation by Forbes for three years in a row. Paul Ried is one of the BEST of the BEST. He has consistently achieved my personal investment goal of 7% return for over THIRTY years.

Shelly nichols Great company and staff.