Edward Jones - Financial Advisor: Aubrey Holwegner - Yakima (WA)

Jasmine Minton I’m young and I found difficulty getting my first loan. I had gone to a few different credit unions and they told me that even though I make good money and have a good credit score, it would be hard for me to get the loan I wanted. Nelson at self help made my dreams possible and at a decent rate. The atmosphere was nice, so were the people. I definitely recommend this credit union for young people who are trying to start a strong credit line!

Chelss Ssea Staff is always so friendly, accommodating and patient. Diane was extremely on it and helped me with everything I needed for opening a business account. I have had a checking account with them since 2017, and I have had no problems at all. Great Bank!

RhiCul77 Absolutely love this place! Have always felt great about the work they do!

Shirisha Mudunuri Matt and Chris and their team have helped me for years. They are incredibly kind, thorough and very easy to work with. They regularly go out of their way to wish me a happy birthday or check on me and help me set financial goals. I cannot recommend working w them enough. They are amazing and very friendly/professional!

Gerry Evin The change to Lacamas Financial will be nice. Congrats!!! Keep going.

PJ R’man We have moved ALL our accounts--brokerage, retirement, HSA--to Schwab in the last few years. Most recently, we moved a brokerage account from E*Trade/Morgan Stanley. ETrade/MS was impossibly frustrating and has taken TWO WEEKS to give me my money (still pending) and charged two very large fees while they were at it, one from our existing account AND one from our NEW account with Schwab. Why two fees? Im sure ETrade/Morgan Stanley splits them in order to hide them since I only found them among the downloaded transactions I happened to capture before they locked me out and the description on one of them was just "Brokerage to brokerage fund transfer." NOT COOL. I called Schwab for help in figuring out what the other firm was doing and if it was really legal, and Schwab REFUNDED BOTH FEES to us! Amazing. Schwab has real people to help us by phone 24 hours a day, every day of the year--REAL HUMANS. They are extremely helpful and, dare I say, show compassion and ethics. What a concept. I cant say the same for ETrade / Morgan Stanley. So, to recap: I highly recommend Schwab and DO NOT RECOMMEND EVER E*Trade NOR MORGAN STANLEY for your money!

Kristian Blanchard Very thoughtful, helpful, and insightful employees who demonstrate a sincere interest in the clients they serve, their needs and financial goals. More than a financial interest, which they fulfill with outstanding service, they are personally interested in their clients well being. Happy to be a customer of Hart Capital Management!