Waypoint Wealth Management - Wenatchee (WA)

Shawn Green Tasha Nelson and her team are very thorough and professional. They offer service packages that are budget friendly and for a small business, or family, it is nice to have options. If you are looking for an accounting firm, and have questions, give them a call and schedule a sit down.

Linda Sue My experience has been very positive. The staff has explained all the steps, regarding my finances, to me carefully and have been open to answering all of my questions, even taking the time to clarify when I didnt fully understand things. I am confident that EA Buck will be able to grow my savings in the years I have before retirement, as well a being able to help me manage my funds so that they dont run out before I die. I only wish I had started this process sooner...

Chris Pettit Markets are volitile and directions have no certainty but I have chosen Capstone Investment for my financial advisory support. I find the staff extremely helpful and the investment forecast extremely insightful. They are a great group to trust and work with!

Michael Benson Karly has been amazing. She gave me the tools needed to start saving and budgeting. I highly recommend!!!