Keywords: Financial conestoga wealth partners llc wa

Conestoga Wealth Partners LLC - Gig Harbor (WA)

Address: 🏡 3226 Rosedale St NW #200, Gig Harbor, WA 98335, USA
Phone : +1 (253) 358-7966
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJnRvIHCxTkFQRXB99VCEkAnw
#Washington

Roger Kinder - Private Wealth Advisor, Ameriprise Financial Services, LLC - Yakima
Tereica K Very personable, knowledgeable and dependable. We have been with Roger Kinder for many years.
5 /5

Todd F. Homer, CMFC - Yakima
Stuart McCurdy Todd has been our advisor for nearly 20 years. He is knowledgeable, flexible , and professional. He advised us in a manner that’s allowed me to retire comfortably.
5 /5

Edward Jones - Financial Advisor: Jay Seaton, CFP®|AAMS® - Port Orchard

Alpha Partners Financial Group - Centralia
Bill Marcum Marcum Kyle and Ryan work exceptionally hard to help improve the quality of life for their clients for today, tomorrow and in the future. Its not about selling a product its about helping clients be successful. I like that.
5 /5

Hooper Financial - Olympia
Sean Sturgill Drew has handled my finances for years. My wife and i could not be happier with the work that he has done for us. He is always clear, focused, and never pushy. I highly recommend his services to anyone.
5 /5

TIAA Financial Services - Spokane
Thomas McKenzie What an awful company. They locked me out of my account for no apparent reason 10 minutes before they closed on Saturday, put me on hold when I called, and then just closed!!! I cant email a complaint because I have to log in to do that. Of course, theyre not open on Sunday.
1 /5

WaFd Bank - Mount Vernon
Lennart Bentsen Excellent service and excellent follow-up by Shawnda Rua at the Mount Vernon branch.
5 /5

Edward Jones - Financial Advisor: Nikolette E McRoberts Legg - Federal Way
Emily Tao Niko is an exceptional financial advisor. She has many years of experience with Edward Jones, and takes the time to truly understand her clients unique goals and circumstances. This ensures that every financial plan is tailored to meet your specific needs. I highly recommend working with her to achieve your financial goals.
5 /5

Edward Jones - Financial Advisor: Scott Davis, AAMS® - Shelton
Victrinia Ridgeway Getting a handwritten letter (a long one at that) from our financial advisor... along with a detailed retirement plan outline and other financial service assessments was pretty special. I have to say... getting to know him and his listening deeply to us is the most high-touch financial experience Ive had so far... and I trust him. Scott Davis from Edward Jones in Shelton is awesome. Eric and I drive an hour to see this man... hes pretty epic! Hes like having a finance guru and life coach all wrapped up in one.... and hes patient, and kind... a real treasure. I seriously cant remember the last time I got a handwritten letter from someone who wasnt my spouse/partner. lol Call him.
5 /5

WaFd Bank - Clarkston
Marc Solomowitz Such a wonderful staff!! Always a pleasant experience when I go in there!!
5 /5