Alegria Asset Management - Yakima (WA)

Kelly Novy I had a great experience working with this company. The team was professional, responsive, and made the entire process smooth and stress-free. They were knowledgeable, easy to communicate with, and truly cared about delivering quality service. I would definitely recommend them to anyone looking for reliable and trustworthy support.

David Kaylor If you are looking for a GREAT financial advisor, Joel Frank at Equilis Group is without a question who I would recommend! He brings a ton of financial and life experience and wisdom to the table. Plus he brings a whole network of professionals that he works with and gives his clients access to. He brings the heart of a teacher to his work with his clients. And the other thing I appreciate is that he is an independent advisor so he is not trying to get you into a certain group of products. Im so thankful I have him on my financial planning team!!

Jim Morris Kevin truly cares about his clients and helps them with their future needs.

Maria Robles Richter Financial Partners have been amazing in helping guide us to meet our long term financial goals.

Vy Dam Ryan reminded me of a close friend from college for his honesty and patience. My partner and I have gained much more confidence and knowledge from just 2 times meeting with him and for someone whos new to financial planning, he patiently walked us through step by step which is super helpful. Hes definitely passionate and committed in helping his clients achieve their financial goals. Were now having a great understanding of our finance and what to do to manage and grow our money! Its never too late to start financial planning. Highly recommended!