"I have had the pleasure of working with Eric, Lynne, Amy and the rest of their team for many years.   Everyone at their office is competent and kind.   We have many mutual clients, and their team is always willing to go above and beyond to make things easy for the clients to understand and accomplish.   They are knowledgeable and break things down in easy to understand terms, which is important when dealing with finances.  I would not hesitate to refer them to anybody looking for great financial planner!"

“My finances have been under the care of West Coast Wealth Management and LPL Financial for at least the last 13 years. When my mom passed away, we relied on Eric and his team so much. West Coast Wealth helped us through a tough time. I was in touch with them daily, and everything worked out great. They could not have been better. I will be forever grateful and will be sending the next generation of family and friends to them also. Most of my family and some friends transferred their needs over to them. I live up in Washington state and Eric and Lynne came by one year to go over things in person. What a pleasure to finally meet them and to see them in action. All of Eric's employees are great and are always glad to help you in any way possible. We will forever be sending friends and family to them. It is great and so rare to trust people so much.”