Heritage Wealth - UBS Financial Services Inc. - Spokane (WA)

BEVERLY MARTIN Regardless of my financial needs, the entire staff has been there. We began with Ron, and now Landy is also terrific.

O D Exceptional service, no complaints been using Lee financial services over 8yrs and counting. Highly recommend if you are looking for quality reliable service.

Kristian Blanchard Very thoughtful, helpful, and insightful employees who demonstrate a sincere interest in the clients they serve, their needs and financial goals. More than a financial interest, which they fulfill with outstanding service, they are personally interested in their clients well being. Happy to be a customer of Hart Capital Management!

James Hart My wife I have been with Northern Capital Management (NCM) for nearly 30 years. We have worked directly with Jim Wilson, Dave Holloway and other staff members at NCM during this time. My employer used them to manage our 401K plan from the start of the plan sometime in the early 90s. I dont usually write reviews but felt compelled after seeing the negative review posted in 2020. Reviews are like opinions, we all have them, so sharing mine. Jim, Dave and the entire staff at NCM have earned my trust and business by their actions, ethics and knowledge. They have been willing to meet with us as often as we wish and have found their advice and explanations of investing (both risk and reward) to be understandable and on target. They have helped and advised on matters outside of the direct business of investing. Life Insurance, Long Term Care, Wills, Medicare etc. My wife and I are both now retired and looking forward to the years ahead. With NCMs guidance and the grace of our God we will be able to live and give like we planned. Thanks NCM Jim Hart

Marie Need to learn customer service skills....