Keywords: Financial edward jones financial advisor: christian e leer aams® wa

Edward Jones - Financial Advisor: Christian E Leer, AAMS® - Clarkston (WA)

Address: 🏡 740 5th St, Clarkston, WA 99403, USA
Website: https://www.edwardjones.com
Phone : +1 (509) 751-1610
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJUbTGrcDKoVQR2k88c0JoeTY
#Washington

Monson Wealth Management - Kennewick

Tyler Gooch I have come to find in all the years ive lived, out of every pen i have added to my substantially gargantuan pen collection, i recently came in to your wealth manegment center looking for a good pen and i happend to come acrosed your maroon pen with gold accents and i just have to say that i am blown away with the quality of the pen, not to mention the strength of the spring, seeming to get better with every click. I also greatly appreciate the the motto on the left of the shirt clip that says "welcome to the Family". That is all, im off to go collect more pens, so i better get going. Chow
5 /5

First Command Financial Advisor - Jayden Patterson - Lakewood

Matthew Knoll I had the pleasure of working with Jayden Patterson to set up my Roth RIA, and I couldn’t be more satisfied with the experience. From start to finish, Jayden was knowledgeable, patient, and incredibly helpful. He took the time to explain each step of the process in clear terms, making sure I fully understood my options and what would work best for my long-term goals. What stood out most was his attention to detail and willingness to answer every question, no matter how small. Financial planning can feel overwhelming, but Jayden made the experience smooth and stress-free. He was prompt in communication, thorough in his recommendations, and genuinely invested in helping me make informed decisions. Thanks to Jayden, I now feel much more confident about my financial future. I would highly recommend him to anyone looking for expert guidance on setting up a Roth RIA or navigating any part of their investment strategy.
5 /5

MountainCrest Credit Union - Everett

A Chris (SimplyAvina) I’ve paid off many cars and have had to go through all different types of banks for my loans. This one in particular has been really great and offered a low interest rate. They are very friendly and conveniently located. Drive through for banking and inside banking as well. The online site does charge about $10+ for paying online, and over the phone, so I usually go inside and pay. I like this place overall. Would recommend
5 /5
zane bock  country financial agent wa

Zane Bock - COUNTRY Financial Agent - Wenatchee

JP C I met with Zane for the first time this week. He was very informative and knowledgeable. He was able to answer my questions and give advice on coverage and options. He was also very easy to talk to. I would highly recommend him
5 /5

Columbia Bank - Chehalis

Kathy Challender Great customer service. Very professional people who are willing to help you with your needs. I highly recommend this bank!
5 /5

Edward Jones - Financial Advisor: Trevor E Arnone - Clarkston

Alex B Im not shur how this business is, I called to schedule an appointment to start investing and I still have yet to receive a return call. It has been 3 weeks as of 1/20/22, I feel like they either have all the clients the need or are just not interested.
1 /5

First Command - Vancouver

Emily Financial advisor Samantha Darnell at this location *allegedly* recommended my husband take out a whole-life insurance policy from Liberty National, which is an incredibly poorly rated and often fraudulent company. Whole-life insurance in general is basically a scam (except in very specific instances), and there is NO REASON whatsoever that a young, healthy, single (at the time) person should have been encouraged to take out a 200k whole-life policy ON TOP OF his military death benefit and his SGLI supplemental term life insurance. Additionally, this plan was represented as having a disability pay out benefit, when in fact the contract shows that it does not have this benefit. So my husband has been paying $112 a month for an unnecessary policy. Edit: some additional thoughts now that first command has responded - OF COURSE over 1/2 of service members have whole life insurance, when its being pushed by first command. That makes sense. I actually spoke to a former employee of first command, who stated she was told by management to "make the math work" to show that people need whole life insurance. So those "gaps" theyre talking about - it kind of sounds to me like they create them. Additionally, I never said that whole life insurance is *always* a scam. Do your own research. But most people dont need it. And if first command tells you that you do, you honestly probably dont. Id recommend seeking out an independent financial advisor who isnt incentivized for selling. Lastly, Ive done some more research into the company the insurance was from (Liberty National) and it is widely regarded to be a pyramid scheme, as well as to be predatory and sell people on insurance they dont need. It may have a blah blah blah whatever score with the BBB, but it also has TONS of user complaints.
1 /5