Spinnaker Trust

Had an initial virtual consultation with Spinnaker in the hopes of planning for our future, purchasing a rental property, and figuring out the best way to move forward with investments for retirement. We spent a few hours gathering all the material requested and then dropped it off. Then crickets. We heard nothing, reached out and they apologized then nothing. This wasnt just like a week had passed, it was over the course of two years. Very disappointing. In that time we definitely could have used someone to help us. Im wondering if we just werent rich enough to be a priority for this place? Eventually, I called and asked for all our private financial documentation back and picked it up downtown.
Jun 13th, 2023

Jun 19th, 2020

Oct 17th, 2019