Edward Jones - Financial Advisor: Diane M La Marr, CFP®|AAMS® - Puyallup (WA)

Lorien Peterson I love the ladies at my local Heritage Bank. We live in a small community, and you definitely get that amazing Hometown feel when you bank here. You feel known, and special. Youre always greeted with a smile, and they work efficiently and quick. Its tough with COVID not being able to go inside the bank, and the girls really go as fast as they can in the drive-thru. I also love the perks that come with using my debit card, and the manager, Laura did a fantastic job helping our small business with the PPP loan last year. We couldnt be more grateful Laura, thank you. I cant rave enough about the ladies at Heritage Bank. Thank you for all your hard work, positive attitudes, and dedication to a job well done. :)

Cassandra Bleam John and his team have been fantastic to work with. They gave me the knowledge about all things insurance and what I needed for myself and my family. I was able to properly insurance myself for not only my vehicle, but my renters and life insurance needs as well. I would recommend John and his team to anyone looking for the proper important information regarding ones insurance needs.

Sherm Russell Mike Perry is one of the most professional people i know, hes been a long time financial advisor for me and my wife i highly recommend him and staff.

P W The greatest gift that Gabe has given me in these retirement years is peace of mind, for today and for the future. I’ve been a client in Seattle for almost 14 years, with no plans to change this relationship… ever. He has overseen and advised on investments, bank accounts, budgets and other financial/life decisions with understanding, honesty, patience and sincere caring. He’s quick to respond and has stuck with me in life’s tense moments, such as buying a house or making a life-changing plan. I’ve never felt like just another number in this professional relationship but someone whose life Gabe was genuinely interested in making better…not to make me financially rich but to free me to live in the manner I desire and to make the decisions I want to…which is riches indeed.

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.

markdustinwilliams Brad Orser’s firm is by far the best accounting firm we have ever used. Top to bottom they are pleasant, professional, prompt in communication, and really good at what they do. I wouldn’t use anyone else.

Tamara Johnson A financial advisor that can be trusted 100%. A true Christian who demonstrates Gods word in all he does!

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Joyce & Lee Our son has not received a monthly financial statement from CFS who pays his bills on a monthly basis. This missing paperwork could cause my sons housing grant to be terminated. It is my understanding the Social Security Administration requires Protective Payee Organizations to provide monthly payment information to their clients.