Edward Jones - Financial Advisor: Ariel J Jensen, CFP® - Marysville (WA)

Alex Koning Money has never been an easy thing for me to talk about. Steve takes all that fear, guilt, and mystery out and leaves you with actionable tasks that make you feel empowered. I have yet to have a meeting with Steve where I didnt feel much more in control of my financial future both short and long term. Steve is a fantastic listener, problem solver, and advocate for his clients. Simply put, hes the best!

Taylor Grove Extremely educational, friendly and personable!!!

Monica Lowe After realizing that a place like Fidelity was for-profit (they dont work FOR you, they work to make their own money!), I was looking for a fiduciary to manage my investments properly. Shelley was super friendly, helpful, and explained everything so I understood. In her care, mine, my husbands, and my mothers IRAs have grown substantially, even through the ups and downs of the last couple of years. Yes, a fiduciary costs more, but as a company that is legally bound to work in my best interests, I still have made more on my investments than I did in over 5 years with Fidelity. And with my mother now living off her IRA, the ability to do an automatic payment every month has been such a time and energy saver. I love the future planning, as well - now we have a clear vision of what we need to retire, and Ive even gotten informational calls when theres been upheaval in the market. Shelley and Ryan have been nothing but wonderful, and I have every confidence in them (and we arent huge investors, but I never felt like our little bit was less worthy of attention from her office. I appreciate that!)

Melissa Knapp I’ve had the pleasure of knowing Anthony from Christensen King PC, and I can genuinely say he’s someone who brings professionalism, warmth, and a deep sense of integrity to everything he does. He’s thoughtful, incredibly knowledgeable, and always willing to offer helpful insight when needed. It’s clear that he cares deeply about the people he works with and holds himself to the highest standards. I truly appreciate his character and dedication.

Anthony Covert I have had an incredible experience from over the phone to in person consultations. I have referred all my friends and family to join Gesa credit union!

Connie Cornwell If you want honesty and someone who genuinely cares in helping you with your financials, this is the place to go. Very knowledgeable and trustworthy.