Avea Financial Planning, LLC - Richland (WA)

Matt Pacione Tyler was helpful, smart and got me the approval I needed. I called on a Thursday, money was in my account on a Friday morning. Easy paperwork and payment 45 days later.

Carter Gray Wonderful group of people. They really care about each client and their individual goals and are personable.

Briddick Webb Jeremy is a fantastic financial advisor. He’s very sharp and works very closely with me to ensure we are making smart moves in the market and hitting my long term wealth goals. Edward Jones has a great app that makes it pretty easy to see what’s going on. Highly recommend.

Gayle Livingston Every visit lm met with a friendly greeting! All Associates have been very nice and helpful. Im really surprised their rating is only 3.8! I give them 5⭐s!

Lucerito Cavazos Had such a great experience! Clark helped us with more than just our loan. He gave us great advice & made everything super easy for us.

Ruby Mae Morgan While my taxes arent exactly super complex, theyre more than I can handle. I walked in without an appointment, and these folks bent over backwards to accommodate me the same day as quickly as possible. It is my pleasure to boldly claim that they are loads better than Jackson Hewitt. Youre going to pay about 15-20% more for Block Advisors, and youre going to be really happy about it because itll be worth every dime on your return after theyve gone well out of their way to find you every last dime the IRS owes you (*if* the IRS owes you). They even took the filing costs out of the refund for me since my budget was tight. It comes with an additional minor fee, but again, its worth it. The whole office seems to be filled with kind, gentle, sweet people, and next year, instead of being apprehensive about filing, Im eagerly strolling right down to their office instead with confidence.

Shelah Horne We have had all of our insurance policies with Johnson Financial Services for over four years. Their staff has been professional and efficient while we were shopping for quotes. When we decided to bring all our insurance needs to the Allstate family, Marcy and her staff made this a successful and easy transition. Unfortunately we had to make a claim on the auto, we felt awful and stressed. I swear they took us by the hand and walked us through the claim process. We are happy to have all our insurance needs taken of and thoroughly explained to us.

Marc B Professional, intuitive and knowledgeable. The many opportunities were explained well. You will be hard pressed to find better financial planners. In todays times knowledge is key, and planning for tomorrow is paramount.

Adam Cogswell They are always on point. Good bank overall.