D.A. Davidson - Walla Walla (WA)

Jeff Capeloto I have been working with Anju for several years now and followed her to Chief Financial Partners as she is the only one I want working with me on my taxes as she does a fantastic job. Anju is very knowledgeable, totally understands her craft, is friendly and truly cares about you. I have moved from a more traditional return to a more complex one and Anju has taken the time to help me understand the changes and process. If you are looking for someone to do your taxes, Anju is the person you are looking for. Thank you, Anju, it has been and is a pleasure working with you...

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.

Bryan Smith Boone Wealth has been instrumental making retirement so much easier. They have been very good at answering any questions and providing answers that even a money novice like myself can understand. I highly recommend them if you value your own time and lack the expertise to manage your portfolio like I know Boone Wealth will.

Earl Gooding Tim and his team were great to work with! He got us taken care of quickly and with minimum hassle, it was almost too easy. We will definitely be talking to them first, the next time we need any mortgage help.

Jen & Zeb Rodes Jarrod is very knowledgeable in accounting and the supported technical applications. He is always able to answer all our tax questions. He does a great job of knowing new laws/rules and is able to explain them in a way that I can relate to. He has been super helpful in understanding the small business supports that have come out in 2020. He is always able to give details on why something needs to be done a specific way so that I am able to see the bigger picture. I appreciate his dedication and assistance!

Kyle Welke Western Union opens at 9 and close at 9 but here they open and close whenever they feel like it. Today they open at 9:30 and close at 7 so Im standing here late for work and its 9:29 and no here yet.