D.A. Davidson - Kennewick (WA)

Becca Tracy Working with Beverly has been a game-changer for my finances. I was in my early 30s when we connected, and I wanted to get my finances under control, but had no idea where to start. Beverly made everything feel manageable—she explained things clearly, answered all my questions with patience, and helped me build a plan for budgeting, saving, and investing. Shes SO great and so helpful. I have been sending all my friends to Beverly. I highly recommend her to anyone looking for a thoughtful and knowledgeable financial advisor, especially if you are new to investing and working with a financial advisor. Whatever the issue, she can help you figure it out!

Jesse Queen Extremely knowledgeable and professional. Was incredibly patient during conversation. Would highly recommend.

joann darrah Angie and her team are not only friendly, but extremely knowledgeable. Trustworthy and genuine are the two adjectives that best describe these people. I am so thankful for being referred to her.

Chusuk Song I just had a one year anniversary with Eric and his staff. They took the time to truly understand my financial goals and provided clear explanations. Their expertise and professionalism made me feel confident and secure throughout the process I highly recommend Puget Sound Financial Strategies their exceptional financial advice and personalized service.

Kashif Ahmad Choice Plus, LLC is a completely legitimate company. The process is straightforward, and I received a check for my unclaimed funds within two months. I highly recommend their service because it is exceptional.

Marina A Excellent service and assistance. Rakia was very friendly and professional!! Recently I applied for a credit card and received it. After using the card online, it was locked. I called to customer service and tried to reactivate the card but they couldn’t do anything over the phone. So I went to this office and Rakia solved the problem without waiting time. Thank you so much for your assistance!!

Ted Pogorzelski Emelita was very helpful and kind. Because of her guidance and enthusiasm, I recommened others to come here!