Edward Jones - Financial Advisor: Blaine A Peterson, CRPC™ - Washougal (WA)

Debbie Jacobsen I have been going to to heritage financial for many years. Nothing but positive! Thank you Sharon!

MizzAugust “MizzAugust” If my Mother could see (but she has passed on) how shabbily they have treated me with the money she left me, she would grab it right away from them. They have taken an amendment in her will and changed it to meet their needs= keeping ALL the money, turned down my health needs, told me- MY MEDICAID COULD TAKE CARE OF ME, IHAVE BEEN OFFERED MORE MONTHLY MONEY, IN EXCHANGE FOR NEVER USING MY MONEY FOR MY HEALTH NEEDS, DO NOT EVER LEAVE YOUR MONEY FOR YOUR LOVED ONES, IN THE HANDS OF THIS BANK!! A COMPLETE & TOTAL HORROR SHOW, AMAZINGLY GREEDY. I AM HER ONLY CHILD.

Rebecca Sandford Its very unprofessional for someone to talk about other peoples personal business with their clients which is what Tara does and creates more problems for families that already have enough pain going on in their lives which Is not okay..

Gail Lengel I spoke with the owner (forgot his name ) about Lower car insurance and homeowners rates. He went over my policies and advised that it would be better to stay with my existing company. I was very impressed with his courtesy and taking time to explain the latest insurance rate costs and reasons. I did not change from my existing company. His honesty and time spent with was greatly appreciated. I would give him more stars rating If possible. Debbis D Lengel Sr

Cynthia Koan My go-to for all things accounting!

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)!