Keywords: Financial edward jones financial advisor: benjamin n jensen cfp®|cepa®|aams® wa

Edward Jones - Financial Advisor: Benjamin N Jensen, CFP®|CEPA®|AAMS® - Anacortes (WA)

Address: 🏡 3110 Commercial Ave Suite #100, Anacortes, WA 98221, USA
Website: https://www.edwardjones.com
Phone : +1 (360) 293-8262
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ3xI7jB96hVQRNrOPYYcKQsw
#Washington

Pinnacle Private Wealth Advisors - Bellevue

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!
5 /5

Edward Jones - Financial Advisor: Shipley Ennis, AAMS®|CRPC™ - Puyallup

Barbara Codjoe I first met Shipley as he was going door to door in our neighborhood. I admired his determination and grit. He was also very personable and easy to talk to. I gave him a chance about 3 or 4 months later. Id never worked with an advisor before. He made the process so easy and spoke so I could understand it all. And then we met his branch administrator, Mark. These two are a GREAT team. Shipleys energy is only matched by Mark. They make you feel like you matter and truly want to get to know you. We moved halfway across the country and I will not change my advisors. We still work with them living two time zones away. I would recommend to any one of them. Not only are they great people, they have truly helped to secure my financial future.
5 /5

Sound Credit Union Puyallup - Puyallup

Kylee Beveridge Every time I go to the Puyallup branch I get exceptional customer service. This time Ryan helped me & he was amazing & so helpful!
5 /5

Falcon Wealth Planning - Seattle

Jessie Hammett One of the best free services Ive ever received. I made a consultation and was matched with Matthew and had a wide range of questions in regards to my 401k contributions, my roth IRA and some company stock. I met with Matthew twice and he provided actionable steps and recommendations based on my current portfolio. Ive been checking them off and feel so much better about my trajectory. I wish I had reached out for a consultation years ago but am so glad I took the time to meet with them. Highly highly recommend!
5 /5
stcu: newport branch wa

STCU: Newport Branch - Newport

Larry Brown Kelsey discovered a $10000 fraud on our checking account before I did. The us bank local closure still irks me, but the alternative is far superior.
5 /5

Pearsons Financial Services - Stanwood

Sonia Graves So far Im super impressed. We made a huge mess of our own business books/taxes and came to them to help clean up the mess. Theyve been great and super helpful even giving advice for things theyre not getting paid for. Im very appreciative for the help!!
5 /5
becu credit union wa 98373

BECU credit union - Puyallup

Joy Martinez Good experience but my Gosh, the guy working the front desk in the front on Aug 28th around 1pm. He was helping a younger lady with the name Megan. He called her up just fine. She then gets called by a different banker. He said “I’m helping her, just drop her back in the queue.” Then another banker calls Megan. He glares at the banker. The banker goes “did you grab her?” He says with the rudest tone “yes”. How are they supposed to know? Meanwhile my grandmother is standing up because she doesn’t have her card and didn’t know she could still use the kiosk. He says “ma’am you need to check in at the kiosk and wait your turn” so rude? But anyways. Next banker calls a different persons name. Nobody comes up. The rude guy yells “just grab whoever is first! Jesus Christ!” Across the whole building. I watched him be rude to 3 people in the span of 5 minutes and stopped paying attention after my grandmother got called. It was ridiculous. Quit if you don’t like your job or can’t be nice to people, especially the poor coworkers. It’s embarrassing to them you speak that way to them but more embarrassing you behave that way as an adult. Idk who he was but I believe his last name started with an R from afar. Has to be a hostile work environment with this guy.
5 /5

Washington Trust Bank - Moses Lake

Jesse Yearout Great service been WTH this bank for 20 yrs or more
5 /5