D.A. Davidson

Don't pay attention to the fraudulent review leaver. I have done business with Ray and Sydney for years and they are an outstanding investment and retirement company that my family and our employees rely on. I highly recommend.
Jun 27th, 2021

Sep 26th, 2019

We feel very blessed to have Sydney Carlino on our team. She is excellent on communicating options and making financial matters easy to understand. Our retirement is secure because of her guidance. She is very responsive to her customers. However, one of her most valuable attributes is the presence in the community. She works hard to make it a better world. Judy Helm Wright--Author/Blogger/Intuitive Wise Woman
Dec 18th, 2017

Excellent communication and interest in achieving our personal financial goals. Also very good about keeping me on track to ensure all payments are made and to the right places.
Mar 29th, 2017