Bryan E Barnhart - Financial Advisor, Ameriprise Financial Services, LLC - Yakima (WA)

Denise Pouchet Top notch guidance, superior experience, thorough, diligent and insightful financial guidance. The entire staff, including the ever supportive Office Coordinator, are exactly who one wants shepherding life events and their ensuing financial implications. Through times of Joy, and times of Sadness, there is no better team to trust with your financial matters.

Alma Lara I have been trusting Sandra with my taxes since 2011, and I can confidently say that her professionalism, attention to detail, and commitment to building trust are truly exceptional. She approaches her work with a level of care that I have never experienced with any other tax professional. Her thoroughness ensures that every detail is accounted for, and I have complete peace of mind knowing my financial matters are in such capable hands. Sandra doesnt just do a job; she builds a relationship based on trust and a genuine dedication to her clients well-being.

Jo Gerdin Steve was fantastic in helping us roll our 401K account into a new IRA. He was very patient and was willing to come to our home to learn more about our specific situation and to help us finish paperwork. He also helped us with some long term planning and budgeting and helped us put another 100K into the markets. He did. a fantastic job.

Gordon Quehrn We have had the pleasure of working with Tracy Dry with two home purchases and four loans. She has even called us while on vacation to make sure the process was progressing smoothly! We have referred her to other family members and value her expertise and guidance. Pictures of the thoughtful gift and some of the remodeling completed after signing heloc loan.

Paul Riegel I really appreciate the straightforward approach that this site brings. It offers clarity and understanding of how to plan short an long-term investments. The articles and strategies are well thought and help bring simplicity to help someone navigate the best ways to plan for the future. Anyone looking into planning for retirement will benefit from this forum of ideas that gives common sense approach for a winning edge into todays investment market.