Stephanie is so helpful and responsive to all emails, questions, changes and updates. Thank you!!
I've been a MR&S client for 15+ years. They pay attention to my needs and goals and are methodical and strategic when recommending changes to my various policies - something you can't get from an exclusively online provider or single carrier.
Insurance and Investment products are not insured by the FDIC or any other federal government agency, the Bank or any affiliate of the Bank; and are not a deposit or other obligation of, or guaranteed by, the Bank or any affiliate of the Bank.
No Bank Guarantee | Not a Deposit | Not FDIC Insured | Not Insured by any federal government agency | May Lose Value All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC. The investment services offered by IPI under the name Cashmere Valley Wealth Management are in no way affiliated with or offered by Cashmere Valley Bank, nor is Cashmere Valley Bank a registered broker/dealer. Customers working with Cashmere Valley Wealth Management will be dealing solely through IPI with respect to their investment, brokerage and securities transactions. IPI does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.