We have been using Northwest Financial for over 20 years and recommend them highly. They know their stuff and explain things in "plain english" rather than technical terms.
I would highly recommend Kerry Dyer and the rest of the group. They are always helpful and responsive and go the extra mile explaining the details. They are doing a great job guiding me to my eventual retirement.
Travis Gray and NW Financial have been our investment advisors since 2000. They do an excellent job for us. I have complete faith and confidence in their ability to steer us in the right direction.
I can not recommend this firm. One of their agents printed some information for me. When I looked at the back of the paper there was a fax from one of their clients with his name, date of birth, account number, social security number... This level of confidentiality incompetence could have cost their client a great deal if I were dishonest. I immediately shredded the paper. When I notified the agent her response was just thanks! Unacceptable.Update: When the manager discovered this problem a month later, he immediately called me to apologize and assure me that the proper authorities had been notified and retraining was going to happen.