Edward Jones - Financial Advisor: Brad Ortega - Lakewood (WA)

Donnie Cochran Bruce is very proactive in making sure our money ia going into the best products to have our money make money. Im confident Ill be ready for retirement.

Talesh Patel Kevin and Janet were awesome in assisting me in choosing an insurance plan on my new car. I first went to them for Renters Insurance since they had the most coverage for the best monthly cost, and then down the line for the new Subaru last month. Kevin set up a plan that gave me full coverage, and was still affordable for a college student! Highly recommend visiting Allstate over Cheneys other insurers!

Rachel Frankel As an Independent dealer, we have many choices for helping our customers access easy and affordable financing options. Joe and Shannen are wonderful people both as business people and on a human level. The company allows for a few past mistakes, while also allowing customers an opportunity to rebuild their credit and move past their past. At Lendmark, you can expect a personal approach and a level of care and consideration on an intimate level. Your business is appreciated and service is their super power. Thank you for always being a part of our Lending team. ❤️

BEVERLY MARTIN Regardless of my financial needs, the entire staff has been there. We began with Ron, and now Landy is also terrific.

Jo Gerdin Steve was fantastic in helping us roll our 401K account into a new IRA. He was very patient and was willing to come to our home to learn more about our specific situation and to help us finish paperwork. He also helped us with some long term planning and budgeting and helped us put another 100K into the markets. He did. a fantastic job.

Jayne Schrock Vickerman Investment Advisors has managed my portfolio since 2003. They have wisely guided my investments through the 2008 and 2020 downturns, and my portfolio has continued to grow in a stable manner over these last 19 years. Mike and Amy Jo are astute, yet very personable, and available to talk with me whenever I have questions or concerns. I highly recommend VIA as dependable, forthright and knowledgeable partners for financial investment matters.