Edward Jones - Financial Advisor: Dan Abbott, CFP® - Sequim (WA)

Josh Hartmann I thought I had my finances figured out but decided to take a meeting with Riley after a friend referred me over. Our first couple conversations were definitely eye opening! You really dont know what you dont know. I tend to get caught up in headlines around when to buy and sell so its nice having a professional who can manage my investments with a disciplined strategy and reliable index funds. I also was missing out on some big tax benefits that should help with saving for a home big time. Now Im regretting waiting this long to use a CFP but better late than never. I was as skeptical as anyone but trust me, take an initial appointment, youll only benefit.

Alan & Mildred Lansing Fantastic group of people working out of Scott Arnones office. Great service.

Chris Melton I met Anthony of You Choose Insurance LLC when I started my journey into self employment. Right away, I knew I was where I was supposed to be. Anthony spent well over an hour talking with me about my plans for running and growing my company. All the while absorbing information to help get me the insurance and carrier that was best for my me. General Liability, Inland Marine, Commercial Auto, Personal Auto and bond. Since then weve added boat and travel trailer coverage. He used his relationship with these carriers to get me the best rates possible, and its always on top of renewals. His staff are efficient, and always have my requests for "additional insured" and driver changes completed within an hour. Most often within minutes. Currently, Anthony has been fighting with the carrier for my GL policy and advocating for me following their audit. I wont bore you with the details, but know this... it has been MONTHS and he doesnt have to put in all this effort. He does it because the relationship he has cultivated with me is important to him. All this effort doesnt make him one extra cent more in profit. Here is the deal. You can secure your own insurance online. You dont need an insurance agent. You can do it yourself. I did for many years before starting a company. However, using an agent is a service you purchase. A good agent will listen and recommend the best insurance for you. A great agent will use his connections to get you the best insurance for you and save you money. Anthony will do all that, and put himself in the line of fire from these companies to advocate for you when they are dishonorable and try to milk more money from your company at the end of the year. Insurance companies suck. We all know this. Nobody would disagree. Dealing with Anthony to act as a liason with these companies has simplified my business in ways that I cannot fully describe. I can describe my appreciation for their efforts in a review. Even though my words seem so small for everything this team has done for my company; THANK YOU ANTHONY and the team at You Choose Insurance!!!