Tradewinds Capital Management - Bellingham (WA)

Lynn Taylor The team specifically Juan was very patient explaining how we could find home insurance on a home that was a family shared home .He explained what certain words meant in the coverage and gave good advice about how to change companies. We appreciated his advice and got our new coverage in just a few days.

Christine Lancia Chris is passionate about his clients and brings a wealth of knowledge, experience, and wisdom to the table. Chris and his team provide a friendly, personally tailored experience that makes working with them (and your accounts) enjoyable and rewarding. Chris was my first financial advisor and Ive been a FC client since 2015. After a relocation, I sought Chris out when FC transferred my accounts to a different advisor who was not meeting my expectations. He took the time to receive my account and even pursued an Ohio state licensure to maintain me as a client. He’s been most helpful with managing my retirement accounts when I changed careers. I’m quite pleased with the service and advice Chris and his team provides. Just give him a call and set up a meeting to see what he’s all about.

Mariela Sanchez Carolina was soo great! She helped us Refinanced our auto loan and she made the process extra smooth for us. She communicated all the changes and terms and was knowledgeable about other products we inquired about. Made everything so easy and convenient for us. We appreciate her help so much!

Gus Woods I have been with Edward Jones for 2 decades and most of that has been with Schelley. I have ZERO complaints. She is honest, transparent and a pleasure to work with. The front desk ladies are great as well.

Akutra Cea Brendan is knowledgeable, friendly, and professional. He understands that one size does not fit all and creatively approaches the scenario based upon what best suites my needs. It was a really pleasant having a conversation with him.