Edward Jones - Financial Advisor: Bonnie J Helvey, AAMS® - Ephrata (WA)

Bob Strakusek Tom has been assisting us with our financial planning for many years. Always listens closely to our needs and always delivers an excellent strategy!

Charles Reineck The Federal Reserve, oh yeah, Ive got to drive by this. If you are thinking about it, forget it. This place is a fortress!

Grace June I really like the way this agency is run. They are very much on top of knowing the ins and outs and complexities of situations that arise and are able to explain it in a way that anyone can understand. I’ve met Connor, Eric, Christian and some other staff, they’ve never been too busy to answer a question I have. I see a group of people doing their best to help everyone they can despite a difficult economy and time for the industry right now. I appreciate how family friendly they are as well. Thanks guys!

Lilly Saucier This is my first time with someone to help me with my bookkeeping and it’s the best decision I’ve made in a long time. I mainly work with Megan, but her entire team is so helpful and kind- I am so happy!! She is prompt, precise, and very detail oriented, which I really appreciate. It was kind of a lot on my end to hand everything over- just labor wise and mentally haha- but the only thing I would change is trying to find Megan sooner. 12/10 experience

O D Exceptional service, no complaints been using Lee financial services over 8yrs and counting. Highly recommend if you are looking for quality reliable service.

Erin Nielsen Im just starting my journey with Alterra Advisors...every person Ive encountered has been amazingly kind! Zach and Jack have thoroughly explained everything to me in terms I can pretty much understand... Im 68 yrs old, widow for several years and this is the first time anyone has taken the time to make sure I feel comfortable with my finances. Im feeling comfortable with my Alterra Advisors choice. I believe God put them in my life and I am thankful!

Amanda Thibeault I used Universal Realty when I sold my condo and I was very pleased with the high level of customer service. I was hoping for a fairly speedy sale as I didnt want make two mortgage payments for very long. I asked and I received! Rome competitively priced my condo and I had 3 offers waiting for me. The sale was quick and painless, I really appreciated the time and effort that was put into completing the sale. Thanks Rome!!

Jeff Capeloto I have been working with Anju for several years now and followed her to Chief Financial Partners as she is the only one I want working with me on my taxes as she does a fantastic job. Anju is very knowledgeable, totally understands her craft, is friendly and truly cares about you. I have moved from a more traditional return to a more complex one and Anju has taken the time to help me understand the changes and process. If you are looking for someone to do your taxes, Anju is the person you are looking for. Thank you, Anju, it has been and is a pleasure working with you...