- Superior service, sophisticated online tools. Non of the bullshit associated with traditional banks.
- Full portfolio of products that I enjoy including Checking, Savings, Insurance and Investment. Special attention to military families and their needs including remote banking and comprehensive App.
- Excellent firm -- we're using Kaylene and Kim, who have been very supportive and helpful, even going so far as to audit our prior year's taxes and finding a big savings gap our previous tax folks had missed!
- I have worked with this firm for years. They are the best and so easy to work with. Kaylene and Kim are a joy to work with and they always have the best interest for our mutual clients. They are so responsive, reliable and really know the industry. I love working with them and fully trust them.
Hi Liz - as you know we (www.Coldstream.com) work with our clients on all aspects of their personal and financial lives. Estate planning is one of the planning items we address - typically laying out all the options and then partnering with an estate planning attorney to execute. We have worked with Kanoa and many others. I think you would love Laura Hoexter from Helsell Fetterman
Steven A. Chayer
This crisis has lit a fire under Elizabeth's and my-you know what. We will be asking Tracy Codd to help us. We've known him for 10 plus years and he is a solid, reliable and skilled attorney, and very personable.