Capital Advisors Wealth Management - Yakima (WA)

LMike McDaniel My wife and I both had fines through pay assist and Ive been paying them by phone for about 3 years. Its usually very quick and professional there was times when I could tell it was a new person and it was a bit slow but other than that Ive had 0 problems.

Ruby Kahn Leanne is more than just a financial advisor and planner, she is a strategist, coach, and advocate all in one. What sets her apart is not just her knowledge, but her genuine care. She celebrates my milestones, checks in during uncertain times, and treats my financial future as if it were her own. During the summer of 2023 I found myself in the midst of the passing of my father, with no knowledge of the financial world to move forward. I felt truly lost, alone and quite scared. Leanne agreed to meet with me by recommendation and take me on as a client. She helped guide me through one of the toughest parts of my life. Whether it came to needing advice on how to move forward with certain legal financial processes or just to help draft a scary e-mail, she was there. Every step of the way. She never once made me feel uneducated, less-than, or unimportant. She has helped me achieve goals I never thought were possible. Because of her I was able to rebuild my terrible credit (which I thought Id be stuck with the rest of my life), purchase a home, and feel confident in my financial future. I know I am in good hands with Leanne, she has proved this time and time again. With Leanne on my side, I feel more confident in my future than ever before. Thanks to her, I now have the knowledge and tools to make sound financial decisions in my life with confidence. Whatever you are going through, whichever stage of life you are in, I whole heartedly recommend Leanne as a trusted financial advisor and planner. Shes amazing.

Tammy Parker The installment loan service I utilized provided me with flexible repayment options and competitive rates, making it easy to manage my finances. Their efficient process and helpful customer support made it a smooth experience, & I would highly recommend them to anyone in need of installment loans.

Chrissy Fletcher Cook Tyler Robin is the best! Trustworthy and personable!! He cares about his clients.

Rhonda Brau I have been with Troy for a year now thanks to my son seeking out a fiduciary and fee-only advisor. I live out of state so was reluctant to switch but found Troy to be up to date with my state’s laws. During our initial meeting Troy reviewed my portfolio and with much review and discussion over the following months, we are putting together a portfolio that I am comfortable with. Being in retirement, there is much to consider and know I am getting sound advice. Troy is very knowledgeable, honest, reliable, detail orientated and caring financial planner. I highly recommend Troy!

E. Clem Winbush Joy walked with me through the application process and shared the possible financial opportunities available. Joy made my visit seamless and pleasant. Harborstone and I have enjoyed five years of doing business well.