DeLeon Wealth - Kennewick (WA)

Jeff Phelps I would not trust my money with anyone else! Markets offer no guarantee and anyone who claims otherwise, you should avoid. My 4 years at Bulwark has seen constant out performance of markets and other benchmarks. I wish 6 stars was an option because Bulwark would get it from this happy client!

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!

Claire Beszhak I’ve just recently starting to explore long-term financial planning, and the team at West Invest has been incredible. They’ve walked me through every step with so much patience. Thanks to them I feel like I have a solid roadmap. Highly, highly recommend!

Becky Neff My husband and I have been working with Chad for years. Hes so knowledgable and patient. I would recommend Chad to anyone looking for financial services.

Elizabeth Cruz Johnson Bixby, and especially our financial advisor Kim Baker CFP, have profitably managed our financial portfolio for over 10 years. While it’s been a successful professional relationship, it’s also become a valued personal relationship. Kim has come alongside the stages of our family from elementary school to college to semi-retirement. Together we’ve weathered job changes and moves. From the start Kim listened to us and respected the risk level that was acceptable to us. Her financial advice was always backed up with sound judgment that she explained well. Truly, Kim was a pleasure to work with. We wish Kim and her family all the best as she enters well-deserved retirement! Thank you Kim for your years of service to our family.

Sanderella Get our taxes done here yearly. Very nice people!

Pauline Henderson I would like to thank the two Ladies who were working Friday night 6/4/16. They went way beyond their duty to take care of my needs. Both were very friendly and are the perfect kind of people we need to work in places that deal with the public. I will definitely bring my business back there again.