Whidbey Island Bank - Oak Harbor (WA)

Stephanie Plesha Al was incredibly knowledgeable, thoughtful and kind when we met to discuss commercial insurance. He gave me excellent advice on the coverage my business may need and won’t need. I’d recommend his services to anyone who’s looking for insurance options.

Todd Langdalen Don’t use this Heritage Wealth advisor or their company. We had a two year relationship with them and they turned around without any notice and sold our account to another advisory team. They are clearly only interested in collecting money from you and if they aren’t making enough from your account they will sell you out to another advisor. If that’s not bad enough they are still retaining a portion of you commission. They are only worried about their bottom line not yours.

Tana Anderson This review is long overdue! Marlene was my notary when I sold my home two years ago. She was one of the most professional, knowledgeable and friendly people I have ever met. I highly recommend her for any of the services that she provides!

Paul Maina Wonderful place, I highly recommend them for all your insurance and investment needs!

Drew Olson The women that helped me were very helpful and knowledgable about my specific situation which made the experience that much easier and better. Most of all they werent all judgemental about my reason to be talking to them. I would recommend the staff that I dialed with to anyone who has fallen on hard times and just needs some knowledgeable advice or great assistance with a rough patch in life. Thank you again to the entire staff. Keep up the good work!