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

David Chalk Super agent for Country Insurance. Honest, kind and hardest working agent Ive ever meet. And he has a super office assistant.

Barb Both Terry and Heather are awesome to wrk with, great people as we have complete trust in their Advise!

Frank Fluharty Bank here if you only shop during business hours when you can actually get help when they randomly shut down your card. This is the 5th time my card has been shut down while shopping at Albertsons or super one, I didnt have enough cash to cover my groceries this time though, so I has to call in a friend to borrow some money until Monday when I go in and close my account. Never bank here if you need access to your money outside of 9am to 5pm.

Randy LeMasters Mr. Sasser had invested 100% of my parents total portfolio into stocks. My parents age was an 87 year old father and an 84 year old mother. When I finally became aware of this unbalanced portfolio I asked him the question of risk. His answer was “ It all has risk”. I don’t know everything about a well-balanced portfolio but I do know a few things about balancing money risks. I had talked to my investors at Vangaurd and they were shocked. Mr. Sasser knew that my parents didn’t have much knowledge of risks they were taking. He IS NOT QUALIFIED TO BE AN FINANCIAL ADVISOR. He makes his extremely high fees by buying and selling stocks in short time frames....BEWARE. The people at Vanguard will answer any of your questions at no costs.

Leah Hamby My experience with Mrs. Zapata has been excellent and I highly recommend her services. She has consistently performed my financial documents accurately and without error. I don’t know a lot about legal financial laws, and I definitely don’t have time to look them up. When it comes to getting my documentation to the IRS, I need a professional I can trust. I have worked with her for well over 10 years and I’m always met with her great positive energy. If you’re looking for someone easy to understand reliable and accurate, She’s your lady!

Ed Hensley My experience with Edward Jones has been very positive. They encouraged and supported my efforts to invest and save so that I now am enjoying a retirement that is sustainable. Thanks!