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

Marina A Excellent service and assistance. Rakia was very friendly and professional!! Recently I applied for a credit card and received it. After using the card online, it was locked. I called to customer service and tried to reactivate the card but they couldn’t do anything over the phone. So I went to this office and Rakia solved the problem without waiting time. Thank you so much for your assistance!!

steve foster They are the greatest!! Always helpful and willing to go the extra mile without hesitation. We could not ask for better service. Kathy and staff are exceptional people and exceptional professionals. We would be lost with out them.

Vince Cross All I can say is you will be very happy you made this choice when you leave. All around great guy.

Briddick Webb Jeremy is a fantastic financial advisor. He’s very sharp and works very closely with me to ensure we are making smart moves in the market and hitting my long term wealth goals. Edward Jones has a great app that makes it pretty easy to see what’s going on. Highly recommend.

Bruce Huntoon Very poor. I provided requested paperwork in a timely manner. Months went by with little or no action on their part. I had a small claims court judgment in my favor. Evergreen claimed that they made several calls to the defendant but provided no documentation. Evergreen claimed they spoke with a person at Red Robin, the defendants place of employment, and was told the defendant no longer worked there. Evergreen would not provide that managers name. The following week, I met with a manager who confirmed the defendant was still employed. I informed Evergreen of this and provided the managers name. A week later, I lunched at the Red Robin and noticed the defendant working. I informed Evergreen. I hoped that the promised garnishment process would begin. Instead, later that same day, I was contacted by the owner of Evergreen who informed me that Evergreen would be returning all of the paperwork that I had provided to them and would be withdrawing from the case. Very unprofessional. Very disappointing. A waste of time. I did everything Evergreen requested and did not deserve them to waste my time and bail out on me.

Mark Schlichting Tim Villhauer has done a superb job of helping me manage my IRA over the years.  He is conscientious about contacting me on a regular basis and advising me of my options when my RMD is due, and suggesting ways I may want to re-balance my portfolio.  Traci, his Senior Office Administrator, is also top notch.  She is always letting me know if forms need to be completed and if deadlines loom.  Most of all, the office is relaxed and low-key-- in sharp contrast to other financial advisor businesses that I have experienced.  Thanks, team!