Ty Barbery - Raymond James - Spokane (WA)

Camden Heilborn Felix has been the most helpful!! The financial plan he’s created for me has took an incredible weight off my shoulder. He listens, understands my goals, and inspires me to take charge of my finances with incredible guidance. I couldn’t be more thankful and 10000% recommend!

Martha Dickerson This group has cared for me since my husband died 20 years ago. He provided well for our family, but I didnt know how to manage the funds. What a blessing to have a team of likeminded believers take care of it for me!

Birgit Mitchell This is the greatest Bank. Old-fashioned HUMAN SERVICE!! Always nice people. So helpful! I love them Ive been with them for 25 years. ( Started when I was U of W Seattle). Yes they have an ATM. When they get an international wire transfer number they will be beyond perfect , but since they probably never will since they are technically a credit union- its OK. I will always still bank here.

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.

Kelly Novy I had a great experience working with this company. The team was professional, responsive, and made the entire process smooth and stress-free. They were knowledgeable, easy to communicate with, and truly cared about delivering quality service. I would definitely recommend them to anyone looking for reliable and trustworthy support.

Christina Fielder Works very well to understand your situations is available when I need him, doesnt try to up-sell coverage and has a good understanding of the way real like works

Mike Hines We are more than pleased with this firm. Outstanding representation and value. My wife and I are so happy we made them our planners. I would happily recommend Cornerstone to anyone who is looking for help in their financial planning. If you are looking for a highly competent, professional, and friendly firm with outstanding integrity then look no further.

Trinity Banks I have taken this class twice. Both times with Trudy as the instructor. My daughter Jazzmyn, took the class with me the 2nd time. We both really enjoyed the classes and learned a lot from each session! We have each implemented the snow ball effect of paying down credit card debt taught to us by Trudy and through Bill Ramseys financial literacy series as well. Each of us, my daughter and myself, immediatly began saving twards am emergency fund, which we have used and replenished several times. I have often reflected upon Trudys teachings about our 1st money memories and the effects of those thoughts on my financial skills today. I would highly recommend the Whatcom Dream to anyone wanting to learn more about money and finances and our evolving relationships with them.