Keywords: Financial edward jones financial advisor: andy smith cfp®|cepa® wa

Edward Jones - Financial Advisor: Andy Smith, CFP®|CEPA® - Marysville (WA)

Address: 🏡 4229 76th St NE Suite 102, Marysville, WA 98270, USA
Phone : +1 (360) 548-3960
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJH_FupoBThVQRI2mGk5uhmBY
#Washington
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Kinder & Associates - Ameriprise Financial Services, Inc. - Yakima

Lucia Saunders Exeptional service! Our financial life feels so Healthy after Kinder And Associates helped us get organized. I have been telling all my friends about them.
5 /5

Harlow Wealth Management - Vancouver

kolobogs69 As I planned for my retirement several years before I was ready (having enough money) I made appointments with several competitors of Harlow wealth management. I sat down with representatives and got the entire sales pitch of what they could do for me and how much it would cost me in fees. Harlow wealth management had the clearest and most concise answers for me regarding when a I could comfortably retire and how much income I could collect every month as income. They also gave me accurate numbers of how much I will have at any age up until death to pass onto my children. The service is absolutely top notch. Every person I have dealt with has been very accommodating and quick to act on my needs. I also would like to add that they charge the lowest fees!! Great company and Im getting great results in my investments. Thanks Harlow Team!
5 /5

Timothy Applebee - Walla Walla

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.
5 /5

CAIRN FINANCIAL - Langley

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.
2 /5

Sea to Peak Financial Advisors - Seattle

J Middleton Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Steph has this and more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.” – Kam Middleton CFP
5 /5

Peninsula Credit Union - Shelton

Keefer J Great Credit Union for banking & financial matters. Staff are great & very helpful. Clean open design & friendly staff. Very highly recommend.
5 /5