United Way of Clallam County - Port Angeles (WA)

Jon Montgomery Perry has been very helpful in handling my individual, custodial, college, and retirement accounts. You can count on honesty and integrity from Perry - with your best interest in mind. I highly recommend him.

Trudy Gaytan Always a pleasure to meet with Dave about my finances. Ive been retired for over 4 years and I can depend on him for staying up to date on tax laws and keeping me informed.

Don McClellan We are very happy with Jordan. He does a great job explaining our current financial status and listening to our goals and needs. He has given us great suggestions regarding as we move forward. We trust his advice.

Julian Zuniga I would like to give a huge thanks to Jon! He has help given me an idea and a plan for what I want to do after high school. With help for writing my college essay application and setting everything up, I don’t know what I would do without the help. I have been able to get in contact with someone who currently is in school for my interests and it has truly been amazing for the help that was done. Jon is a great guy and he knows what he is doing, most of my friend would be say the same and recommend him. Thank you Jon!

Beth Great to find your home town bank available when your out of town. Drive up available...lots of parking space provided as well. Little resting spot while you wait for the ferry

Sharbi Fowler Bus drivers have wonderful, they have made it a safe and relaxing for of transportation. The new route is wonderful. Thanks guys.