Waypoint Wealth Management - Ephrata (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.

Timothy Phelan Service is great, friendly and professional. Maybe the critics should take time to find out tat Monday Mornings and Friday afternoons are busy due to businesses making deposits. Alternatively they could get out of bed earlier or heaven forbid bank with one of the conglomerates who really dont care about people just there money.