Shepherd Financial - Spokane (WA)

Cassandra Bleam John and his team have been fantastic to work with. They gave me the knowledge about all things insurance and what I needed for myself and my family. I was able to properly insurance myself for not only my vehicle, but my renters and life insurance needs as well. I would recommend John and his team to anyone looking for the proper important information regarding ones insurance needs.

PJ R’man We have moved ALL our accounts--brokerage, retirement, HSA--to Schwab in the last few years. Most recently, we moved a brokerage account from E*Trade/Morgan Stanley. ETrade/MS was impossibly frustrating and has taken TWO WEEKS to give me my money (still pending) and charged two very large fees while they were at it, one from our existing account AND one from our NEW account with Schwab. Why two fees? Im sure ETrade/Morgan Stanley splits them in order to hide them since I only found them among the downloaded transactions I happened to capture before they locked me out and the description on one of them was just "Brokerage to brokerage fund transfer." NOT COOL. I called Schwab for help in figuring out what the other firm was doing and if it was really legal, and Schwab REFUNDED BOTH FEES to us! Amazing. Schwab has real people to help us by phone 24 hours a day, every day of the year--REAL HUMANS. They are extremely helpful and, dare I say, show compassion and ethics. What a concept. I cant say the same for ETrade / Morgan Stanley. So, to recap: I highly recommend Schwab and DO NOT RECOMMEND EVER E*Trade NOR MORGAN STANLEY for your money!

Jamey F Kevin Grady has provided us with excellent service for 16 years, and we have recommend him to our friends and family.

Jim Adcock Ryan and his team at Fellowship Financial have done a great job with our retirement planning. A great group of people who are good at what they do. We feel secure in our ability to live the retirement life weve always wanted due to Ryans advice and work throughout the past 15 or so years. Recommend without reservation!

Daimen Boni Great company with your best interests in hand. Very transparent and deliver outstanding customer service. We highly recommend. Stan Webb is the best!

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!