Keywords: Financial edward jones financial advisor: derek a burger aams® wa

Edward Jones - Financial Advisor: Derek A Burger, AAMS® - Centralia (WA)

Address: 🏡 101 N Tower Ave, Centralia, WA 98531, USA
Phone : +1 (360) 736-7517
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJB65CLtVfkVQRwP_7G_mIsXs
#Washington
3 rivers financial group wa

3 Rivers Financial Group - Kennewick

Mark Winters I would NOT recommend investing with 3 Rivers Financial Group. From previous interactions I have had with them it is my opinion that they do not have your best interest in mind. Working with them has been a nightmare since we had a family member pass away. They made things more difficult for us then it needed to be to get information and then made us feel bad about choosing a different financial advising firm. One of their office employees told us they had spent a lot of time working on the account and expressed displeasure over our decision to move the funds because they had essentially wasted their time on us. Not ideal when we are grieving the loss of a family member. I would recommend you to consider moving funds away from them if they currently manage your portfolio and to stay away if you are considering them. - Mark W.
1 /5

Latitude Financial - Bellingham

Ken Helms We started working with David as our insurance agent, and over time have expanded that relationship to cover management of our retirement account. David has always provided excellent service, solid advice, and multiple, well considered investment options to us. But more importantly, he always follows through and does exactly what he says he will, and that consistency and willingness to watch out for our interests is something we really value.
5 /5

Morgan Stanley - Olympia

Verle Ketchum Great Service and Great Staff.
5 /5

Roger Elton - COUNTRY Financial Representative - Burlington

Cascadia Heritage Farm I had a fantastic experience working with Roger Elton at COUNTRY Financial. He helped me seamlessly combine my auto, umbrella, rental, and farm insurance policies, resulting in significant savings. Roger is a pleasure to work with—knowledgeable, professional, and always looking out for his clients best interests. His wonderful staff is also incredibly helpful and responsive, always available to answer any questions. If youre looking for a reliable and trustworthy insurance agent, I highly recommend Roger and the Elton Group!
5 /5