Edward Jones - Financial Advisor: Cara MacMillan - Olympia (WA)

Susan Pedersen This is an outstanding group you can’t go wrong with. After searching in the area, I found Cory a couple of years ago and had immediate five star service. Our initial meeting was very informative with thorough explanations as to what was offered. We were put in the hands of Jed, who is a stellar individual and very skilled at what he does. During the time since, Jed has worked very hard to maximize our investments, even though they are very small compared to many other accounts the firm must handle. We are used to being told we are small potatoes and made to feel that we are not important because we don’t have millions. This group makes us feel like we are top priority and they have made some very smart decisions for us no matter what the market is doing. Can’t recommend them highly enough.

Kimberly Christianson Nick Mercer and Piton Wealth have been instrumental in helping my husband and I get our financial affairs in order and set up for our future. We feel much more secure and ready for any unforeseen circumstances that could arise. Financial planning can be stressful and confusing but they made the process painless and always take the time to explain things in a way we can understand.

Melissa Knapp ⭐️⭐️⭐️⭐️⭐️ Working with Nathaniel Stevens has been an absolute game-changer. His professionalism, knowledge, and genuine care for his clients set him apart from any other financial advisor I’ve worked with. Nathaniel takes the time to really listen, understand goals, and then creates a clear, personalized plan that feels both approachable and achievable. What I appreciate most is his ability to explain complex financial strategies in a way that makes sense, giving me complete confidence in every decision. He is proactive, detail-oriented, and always a step ahead—keeping my financial future secure and on track. Nathaniel doesn’t just crunch numbers; he builds trust. His integrity, transparency, and commitment make it clear that he truly has his clients’ best interests at heart. I couldn’t recommend him more highly to anyone looking for a financial advisor who is not only brilliant at what he does, but also someone you can count on for the long run.

Thomas McKenzie What an awful company. They locked me out of my account for no apparent reason 10 minutes before they closed on Saturday, put me on hold when I called, and then just closed!!! I cant email a complaint because I have to log in to do that. Of course, theyre not open on Sunday.

Sandy Wilson 5 star for sure ,ive never had anyone care so much about my goals and my financial concerns .Mina cares about her clients and there well beeing. Iam very pleased with her work.

T Free Never had an issue at Peoples Bank. Always a great experience. We use the merchant services for our business and that too is great! Anacortes Branch definitely open btw. They just moved...

Raphael lee Mrs Oliverio was professional and extremely knowledgeable. She was approachable down to earth and explained to me investing in a way I could easily understand. My family has invested with Mrs Oliverio for several years and we are extremely happy with our returns.

Lee Williams What an amazing experience. Needed financial help and the workers here went to bat for us! They were able to get me approved for a loan and I couldnt be more thankful. Thank you to Lendmark Financial Service of Kennewick!!! You guys rock!

rick beehler Phone disconnected