Baker Boyer Wealth Advisors - Walla Walla (WA)

JAW Ward is a very knowledgeable, detail oriented, and thorough financial advisor. He is flexible and easy to work with. He is responsive to questions and quickly gets the answers you need. Highly recommend!

Josh Robbins I’ve been working with Julia Ward for a little while now, and overall it’s been a solid experience. She’s knowledgeable about the products she offers and has been helpful in answering my questions when I needed clarification. While there were a couple of minor delays early on, she followed through and made sure everything was taken care of in the end. If you’re looking for someone who knows the insurance landscape and can guide you through the basics with competence, Julia is a good choice.

Seattle Girl We too were locked into REITs and Annuities that made the company quite a bit of money but either flat lined or lost value. We had been handed off from Mr. Linde and at least two other advisors over time. Each one seemed to have to start over from scratch to learn about us and our investments in and outside of Ameriprise.

Sam Smith The insurance review appointment with Seth was very helpful, relaxed, friendly and enjoyable. Sam Smith

Brad Gotte I had a first time visit with Jared today and I was really impressed. He is very attentive and does a great job of explaining the fundamentals of investing. Whether you are investing in your future for the first time or transfering existing investments, Jared and his staff (Pam) will no doubt take great care of you. Highly recommended.