Edward Jones - Financial Advisor: Alicia A Meissner, AAMS® - Yakima (WA)

Eve Henrichsen We dont recommend this firm. We used them for about 5 years for our retirement accounts as a young couple starting out and we kept getting passed off to different financial planners. I guess they werent too interested in smaller accounts. I feel like we got burned by them because A.They were on Dave Ramseys recommended provider list (the reason we chose them) and didnt stick to his qualifications and ideals and B. They took 5% of all the money we put in at the beginning and then years later, suddenly decided they were going to take another annual percentage on top of that if we wanted to continue to get any actual personal management on our accounts and financial consulting. So basically, wed pay twice for the investments we had already put in. Good deal for them, bad deal for us. The investments were fine, but the service and cost of products are why I am giving a low rating.

andrew perkins Ed & Tracey at Centerbridge have been a joy to work with as a small legal business startup. Highly responsive and able to answer complicated logistical questions. They have been instrumental in getting me off the ground by freeing me up to focus on what I am actually good at instead of the tax & accounting piece. When I first started they did not charge me for the first month while business was getting going. I appreciated their willingness to take a chance on me. I would recommend any one looking for a tax business with good, honest people who work for you I would strongly recommend you give Centerbridge your business.

Noah Anacker The founder Jonee has been my favorite person to work with over my 9 year business journey. Across all 6-7 business ventures, all my personal taxes, friends/family’s taxes, the successes and failures; Jonee has not only done the dirty work but has provided strategy, oversight, and pitfall prevention for my journey. As a business owner, ONLY focus on making the money; let her focus on making sure the money goes where it belongs(she’s a tax professional)!

Judy Herman After promising me that he would help me thru my current situation. He left for a bigger office. I m sure he didnt mean to be selfish but he left me with someone I dont know

Donna Corey Tax prep guy was top notch. So knowledgeable, meticulous and thorough.

Matt Cuellar Colleen has been an invaluable partner in helping Nicole and me plan for retirement and our long-term goals. Shes a thoughtful listener, deeply knowledgeable about the market, and consistently helps us stay focused on the big picture—even during turbulent times. Her follow-through is impeccable, her planning is thorough, and we rely on her insight for every major financial decision.

CK Soccer Parent Harry has been doing our taxes the last several years and is very knowledgeable and efficient. Would highly recommend.

Landen Neff A true professional every step of the way! Whether youre considering a new construction home, or purchasing an older home and need financing, Bruce is who you should lean on. He will educate, inform, and encourage you through the entire home purchase. Thank you for your hard work!