Edward Jones - Financial Advisor: Cassie Van Loo - Marysville (WA)

Mrk Snchz Communication is excellent. We used another firm & really didnt know why they did & didnt do certain things. Not the case here. We knew exactly why we couldnt use money put into a certain investment as a write-off. While that really stinks, at least we understood why. More importantly, he explained what we needed to do with it for next years taxes to get the biggest return. And he was less expensive than the firm we used the year prior

Chris Stoll My husband and I were owners of a small business - he had retired in 2019 and I was due to retire at the end of 2022. Our partner intended to keep the business open. Well for over 30 years I did most of the administrative work, including all of the accounting and payroll, except for the annual tax return. We were all working out of our homes so it didnt seem to right to hire an employee. At the time, we were using a large accounting firm for our annual tax return and we asked about taking on our business for "every day" bookkeeping - nope, their specialty was working with larger firms. So the search began! I researched several other firms and it just didnt "click". Turns out I saved the best for last when I met with Shari Cox of PacStar Financial! Small business? Her specialty! Shari is friendly, compassionate, easy to work with and importantly, an excellent accountant! I highly recommend Shari and her team for your small business!

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.

Cantrell Dustin Bad customer service

Stephanie Plesha Al was incredibly knowledgeable, thoughtful and kind when we met to discuss commercial insurance. He gave me excellent advice on the coverage my business may need and won’t need. I’d recommend his services to anyone who’s looking for insurance options.

Sean Locke Trutinas team is fantastic! When my spouse and I were faced with large bill from a doctors visit due to insurance coverage claiming a preventative visit was Out-of-Network (when the provider was deemed In-Network prior to our visit) the insurance attempted to charge us with a maximal balance. Trutina was so helpful in speaking with the company and fighting for us in the end to ensure we were not charged the balance. We are so grateful for their follow through and cant recommend their honest business practice enough. Thank You Trutina Team!

Dina McRae Travis has been my advisor for ten years and is knowledgeable and skillful in my financial planning. He is also a caring and supportive human and all around good person who helps clients and his community. I highly recommend Travis.