Detlef Schrempf
- Long term partner for families and individuals, helping to find and define passions and goals in order to live the life envisioned
Jeff Dossett
- I have worked with the team at Coldstream Wealth Management since 1997. I highly recommend Coldstream. They are my highly trusted advisors and financial management partners.
Arry Yu
- Really friendly and nice guy. They are literally the fastest and easiest way to crypto and Bitcoin on earth. There's nothing faster. And unlike all the other services out there, they can get you into this new alternative asset class from start to finish, in the SAME DAY. The KYL/AML administrative stuff you have to do (all banks by law) - but you can do it AFTERwards so that you can buy when you want to buy.
daedalus yunderson
- They have real people you can call and talk to about Bitcoin and crypto and digital assets. It's not the typical 100% online help provided by other service providers.
Ginger Hultin
- These guys are so great; I refer to them all the time. They have 3 locations (Seattle, Bellevue, Bellingham), are very responsive, and trustworthy. Their CFPs are excellent.
Amy Posner Wolff
- "Our Family is here for your Family." Family-owned and run S.R.Schill has been helping individuals on Mercer Island and beyond invest for years.
Chris Manderino
- Jo is the man! He helped me consolidate my investments, lower my fees, incorporate money from my mom that I'm managing into my portfolio. He even offers theater tickets sometimes to my family. I'll use him forever.