Edward Jones - Financial Advisor: Cynthia S Casey, CRPC™ - Oak Harbor (WA)

frank schmitt they are all over it and are thinking of things for my business that I never would have

Bryan Jackson I had no clue where to start with savings and retirement but they explained everything without making me feel dumb. Took time to look at my full picture and made a plan that feels doable. Didn’t try to push products on me or rush anything. Very down to earth and honest vibe. Still early but I already feel more confident about my money. Would def recommend if youre lost like I was.

Aimee Pena Edwin over exceeded my expectations during my home loan process. He was willing to answer ALL my questions big or small, he explain them in great length and detail! If you’re looking to get a home loan I highly recommend Edwin he gets the job done!

Ingrid Rajith Skysong Diane at WaFD did an amazing job assisting me. I had to move funds & create new accounts. It was confusing and messy. She handled it with kindness, patience and skill. Thank you for great service.

Arielle Zina What a thoughtful, hard working, diligent, kind, comprehensive and all around amazing Broker. Howie was so great to work with - he quarterbacked our property purchase since our realtor was not very engaged or helpful. We couldn’t have done this without him, and wouldn’t have wanted to. Howie stepped up to make sure we closed *incredibly* quickly, ensured we moved fast but still took time to explore all options and explain them to us. When issues arose, he was available to talk us through them and solution with us. We also got much more competitive rates with Howie than we would have with our credit union. All around, I highly recommend him !

Chusuk Song I just had a one year anniversary with Eric and his staff. They took the time to truly understand my financial goals and provided clear explanations. Their expertise and professionalism made me feel confident and secure throughout the process I highly recommend Puget Sound Financial Strategies their exceptional financial advice and personalized service.

Charles Wenker Very knowledgeable in estate tax and IRS rules. Jonathan has also been very helpful with increasing interest rate on savings.