“I am so happy to be working with Justin. He has made planning for our immediate and long-term goals feel simple and achievable. I highly recommend his services.”
Dr. Nancy Panko
Surgeon & Medical Director of Pullman Surgical Associates | Client
"Martin listens really carefully to both of us and then works with us to address the issues we raise and the ones we haven't thought of. Martin has truly helped us to meet our goals for a secure future."
Larry W. Hunter, PhD, Dean of the Carson College of Business, Washington State University
Julia Hunter | Clients
"Trail & Swift Financial has made my financial investment planning an easy and enjoyable process over the past 17+ years."
Melanie Whetstine, Ph.D. | Client
Owner, Melanie Whetstine PhD, LLC
"I have trusted Trail & Swift Financial with my investments and insurance for over twenty-five years. Both of my kids work with their team, and my mom did as well after she moved to Moscow. Their multi-generational planning is enormously helpful and removed the financial angst during transitions."
Kathie LaFortune
Latah County Commissioner | Client
''The Trail & Swift Financial team is trustworthy and easy to work with. For over twenty years, they've provided solid advice for both our business and personal financial planning."
Kevin Owen, President & CEO of First Step Internet
Shannon Owen, Controller at First Step Internet | Clients
"We enjoy working with Trail & Swift Financial because they help us understand the investment landscape and continuously look out for our best interest. This is especially important as our kids head off to college and we get closer to retirement. They take the time to get to know our personal needs and wishes and then help us understand the financial options available to us."
Jason Dearien, Automation Engineer at Schweitzer Engineering Laboratories
Christy Dearien, Research Associate at the University of Idaho | Clients
"Trail & Swift Financial is consistent and thorough, keeping an open line of communication with me during our planning process. It's great to have a local advisor who creates a personalized plan and helps me take steps to implement what works best."
Nick Pitsilionis
Owner, The Black Cypress Bar & Kitchen | Client
"Engaging, trustworthy, thorough—these qualities all describe the Trail & Swift Financial team. They love their work and have given us personal, customized service in all the financial planning we've done with them."
Torrey Lawrence, DMA, Provost and Executive Vice President for the University of Idaho
Sara M. Lawrence, MD, Emergency Room Doctor at Gritman Medical Center | Clients
"As retirees now reaping the benefits of strategic financial planning, we credit the many years of knowledgeable, supportive work by Trail & Swift Financial. They tailored their always-excellent advice so that we could realize our dreams, with the result that our retirement resources have more than met our expectations. They are all a pleasure to work with!"
Joy Passanante & Gary Williams, Former Professors of English at the University of Idaho | Clients
"The Trail & Swift Financial team is incredibly focused on customer care. They build strong personal relationships, work hard to understand clients' needs and goals, and do all they can to assist in meeting those goals. We are so thankful to have been working with them for over 30 years."
Greg Schultz, Owner / Operator of Greg Schultz Farms
Chris Schultz, Pharmacist | Clients
"With our busy schedules it is imperative to have someone we trust looking after our investments. The Trail & Swift Financial team at Northwestern Mutual has been very responsive and has gone over and above to make sure our financial interests are taken care of. From establishing retirement accounts and monitoring investments to advising us on disability and life insurance, we so appreciate having them looking out for us."
Sean and Susan Wilson
Northwestern Mutual Clients
"The Trail & Swift Financial team has a comfortable and personal approach. I can tell that I mean more to them than just a number or portfolio."
Bret Corgatelli
Credit & Operations Manager, Northwest River Supplies (NRS) | Client
"Trail & Swift Financial has helped me with personal and business financial planning over the last three years, including recommendations for both insurance and investment products. I'm very comfortable recommending their services to others."
Tim Mortimore
Co-Owner, Carlton Builders, LLC | Client
"Personalized service and thorough problem-solving characterize the team at Trail & Swift Financial. When it comes to financial planning, I give them an A+ in every way."
Judy Cornish
Attorney, Author, and Owner, Palouse Dementia Care LLC | Client
Founder, Dementia & Alzheimer's Wellbeing Network (DAWN)
"Trail & Swift Financial has been diligent, clear and trustworthy in advising us over more than 20 years as our needs, goals and timelines have changed with age. We feel fortunate to have financial advisors who are looking out for us, and we recommend them without hesitation."
Brandy Sullivan, Moscow City Council Member and Speech-Language Pathologist at Gritman Medical Center
John "Jack" Sullivan, Professor of Biological Sciences at the University of Idaho | Clients
"We value the years of expertise provided by Trail & Swift Financial. They've helped us prepare for the future in many ways, including college savings and retirement planning. They share similar life experiences and have raised children themselves -- they truly understand where we're coming from."
Derek Forseth, CEO/Principal Engineer at Alta Science & Engineering
Danelle Forseth, Partner at Landeck Forseth Luna, Attorneys at Law | Clients
“I have worked with Martin Trail at Trail and Swift for over 30 years for all my insurance and financial planning needs. It has been a great experience to work with a financial adviser who is genuinely interested in their client’s needs, circumstances, and preferences. Martin has always taken the time to get a feeling for where I was at with my financial planning and future needs. His depth of knowledge and common sense approach has always made me feel like I was in the best of hands. Martin’s professional, ethical and caring demeanor elicits my trust and respect, and I highly recommend the services of Trail and Swift whenever possible.”
Desiree Jacobsen, Northwestern Mutual client since 1989
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.