Keywords: Financial 3 rivers financial group wa

3 Rivers Financial Group - Kennewick (WA)

Address: 🏡 9001 W Tucannon Ave Suite 110, Kennewick, WA 99336, USA
Phone : +1 (509) 783-2040
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJg-SkKg95mFQRn6zBOwg7V70
#Washington

Edward Jones - Financial Advisor: Michael D Wade - Vancouver
Lauren Harrison Great trustworthy people. Been managing my families investments for years.
5 /5

Pomona Wealth Management - Kennewick
Dennis Bigness Kevin is a trusted partner that provides institutional level insights & strategies in a very personal, high touch relationship.
5 /5

Merrill Lynch Financial Advisor Matthew Crawford - Bellingham

Wells Fargo Advisors - Seattle
Andrew Tempelis Caring and compassionate financial advisors who put their client’s needs first. By providing goals based advice and guidance.
5 /5

The Dey Company - Mount Vernon

Edward Jones - Financial Advisor: James Finnestad - Kent

Northwestern Mutual - Wenatchee
Aleksey Sapozhnikov Shy and Art have done an outstanding job managing my family’s financial planning. They’ve gone above and beyond to assist us, navigating the complexities of transferring and consolidating our retirement accounts from previous employers with ease. Throughout the process, they kept me and my wife well-informed, communicating clearly at every step. It’s reassuring to work with an advisor who genuinely prioritizes our best interests. Art has a remarkable ability to explain insurance in a way that’s both understandable and insightful—something I never expected. They’re a top-notch team, and I’d confidently recommend them to anyone seeking financial guidance.
5 /5
3 rivers financial group wa

3 Rivers Financial Group - Kennewick
Mark Winters I would NOT recommend investing with 3 Rivers Financial Group. From previous interactions I have had with them it is my opinion that they do not have your best interest in mind. Working with them has been a nightmare since we had a family member pass away. They made things more difficult for us then it needed to be to get information and then made us feel bad about choosing a different financial advising firm. One of their office employees told us they had spent a lot of time working on the account and expressed displeasure over our decision to move the funds because they had essentially wasted their time on us. Not ideal when we are grieving the loss of a family member. I would recommend you to consider moving funds away from them if they currently manage your portfolio and to stay away if you are considering them. - Mark W.
1 /5

Vickerman Investment Advisors - Spokane
Jayne Schrock Vickerman Investment Advisors has managed my portfolio since 2003. They have wisely guided my investments through the 2008 and 2020 downturns, and my portfolio has continued to grow in a stable manner over these last 19 years. Mike and Amy Jo are astute, yet very personable, and available to talk with me whenever I have questions or concerns. I highly recommend VIA as dependable, forthright and knowledgeable partners for financial investment matters.
5 /5

KeyBank - Port Angeles
Paul Pettigrew Been a customer for 9 years in Port Angeles great place to bank never had an issue
5 /5