Todd F. Homer, CMFC - Yakima (WA)

Aleksey Sapozhnikov Shy and Art have done an outstanding job managing my family’s financial planning. They’ve gone above and beyond to assist us, navigating the complexities of transferring and consolidating our retirement accounts from previous employers with ease. Throughout the process, they kept me and my wife well-informed, communicating clearly at every step. It’s reassuring to work with an advisor who genuinely prioritizes our best interests. Art has a remarkable ability to explain insurance in a way that’s both understandable and insightful—something I never expected. They’re a top-notch team, and I’d confidently recommend them to anyone seeking financial guidance.

Davis Campbell Ive had a very positive experience with this company. Mark Boyer made the entire process simple and hassle-free for me. He communicates promptly and possesses a wealth of knowledge. He was able to explain the complexities of investing in a way I could easily understand. Plus, he went out of his way to help me out when I needed something done quickly. Highly recommend!

Zachary Petty Julie Jackson was absolutely the best lender Ive ever worked with. She took my calls and texts night and day to help me understand what was happening. She went above and beyond to help me get documentation that I needed for closing. Definitely I would recommend her and CMG for anyone looking for a lender, and I look forward to working with her again in the future.

P W The greatest gift that Gabe has given me in these retirement years is peace of mind, for today and for the future. I’ve been a client in Seattle for almost 14 years, with no plans to change this relationship… ever. He has overseen and advised on investments, bank accounts, budgets and other financial/life decisions with understanding, honesty, patience and sincere caring. He’s quick to respond and has stuck with me in life’s tense moments, such as buying a house or making a life-changing plan. I’ve never felt like just another number in this professional relationship but someone whose life Gabe was genuinely interested in making better…not to make me financially rich but to free me to live in the manner I desire and to make the decisions I want to…which is riches indeed.

Grace June I really like the way this agency is run. They are very much on top of knowing the ins and outs and complexities of situations that arise and are able to explain it in a way that anyone can understand. I’ve met Connor, Eric, Christian and some other staff, they’ve never been too busy to answer a question I have. I see a group of people doing their best to help everyone they can despite a difficult economy and time for the industry right now. I appreciate how family friendly they are as well. Thanks guys!

Brandon Harting Always get great service.