WaFd Bank - Newport (WA)

Olivia Yates Shannon is by far the best financial advisor I have worked with! She is personal, honest, and always checking in to ensure we are on track to meet our goals. She has helped my husband and I build financial security to purchase a home, start a family, and continue to build our small business. I recommend her to anyone and everyone who asks! You wont find a better financial partner in Bellingham.

Sarah Ealey If I could give Jeffrey 6 stars, I would. He is a phenomenal partner with whom to navigate our financial journey. He is knowledgeable, professional, and kind. He is a good listener. He is trustworthy. He models the very same financial strategies in his own life that he suggests for ours. I cannot recommend Jeffrey highly enough!

charity keplinger Geoff is great to work with and takes into account our fears and hopes for financial success and stability. He looks out for us first making sure our money works for us at every step of our financial ladder. We love that attention.

Greg Grillo In my professional career, Ive used many planning and investing resources. However, none have impacted my life like Draggoo Financial Group, and I only wish Id had the opportunity to work with them earlier. The depth of knowledge, expertise, and empathy for the individual journey is unmatched. If you want a holistic planning resource that covers all the bases, just align with them. Life is always in transition; Braden and his team give priceless guidance to move confidently to the next step.