DeLeon Wealth - Kennewick (WA)

Meg Gittins I love this place. Caring,friendly and helpful, every time. Their loan center is not super slick,however this local office is great. Melissa seems to go above and beyond when ever I need help with something.

Wendi G I think the small crew at Banner Bank do a good job despite the long lines due to the restrictions they have to implement. I am always greeted kindly and am impressed with their multi-language capabilities. I think they are doing the best they can.

Terri Moore Jeramey has managed my parents retirement accounts for many years. After seeing how well he managed their money, I moved my investments to him and have been very happy. I have found he and Sarah to always be very responsive and attentive to my needs and I feel assured during these volatile times that my assets are in good hands.

Hannah Sutherland Went in here yesterday to find out how to cash my first payroll check since I dont have an account with them and figured an advisor could help and when I asked where we could go she asked if we knew how Google works. Most useless advisor ever.

Gabrielle Balolia Ted is a great financial advisor and person. He’s a second generation advisor and has done a good job of taking over my portfolio from his father, Tony. I’ve recommended friends and clients to them without reservations.

P W The greatest gift that Gabe has given me in these retirement years is peace of mind, for today and for the future. I’ve been a client in Seattle for almost 14 years, with no plans to change this relationship… ever. He has overseen and advised on investments, bank accounts, budgets and other financial/life decisions with understanding, honesty, patience and sincere caring. He’s quick to respond and has stuck with me in life’s tense moments, such as buying a house or making a life-changing plan. I’ve never felt like just another number in this professional relationship but someone whose life Gabe was genuinely interested in making better…not to make me financially rich but to free me to live in the manner I desire and to make the decisions I want to…which is riches indeed.