Edward Jones - Financial Advisor: Gary M Amerson, CFP® - Federal Way (WA)

Athena Lindsey Fantastic experience getting our sons new business set up. Quin was very informative after listening to our needs. Highly recommend connecting with this local agent for your needs!!

Jimmy Simmons My wife and I recently became first-time homeowners, and Nate walked us through the loan process in a way that was generous and genuine. We greatly appreciate(d) the courteous and careful assistance. Considerate and confidence building.. Highly recommend!! ~ Jimmy

Matt Mills Carrie Medack has helped my wife and I get into both of our homes during the past 13 years. Each time she was awesome to work with. She has been available to us 24 hours a day, answering tons of questions, dealing with all the little (and sometimes BIG!) issues that pop up along the way, especially this year with Covid19. If you want a lender who is going to work FOR you and get you the best rates and deals for your money, she is the one you need to work with! I cannot recommend Carries work highly enough, would give more than 5 stars if I could.

Jen & Zeb Rodes Jarrod is very knowledgeable in accounting and the supported technical applications. He is always able to answer all our tax questions. He does a great job of knowing new laws/rules and is able to explain them in a way that I can relate to. He has been super helpful in understanding the small business supports that have come out in 2020. He is always able to give details on why something needs to be done a specific way so that I am able to see the bigger picture. I appreciate his dedication and assistance!

Wenatchee Electric Always very professional and works fast to help local companies.

Frank Cisneros Chris Muller, First Command, Lakewood WA Chris has been our advisor for 10 years, his advice and recommendation are alway upfront and honest, I fell we are getting leading edge advise. When were finished my wife and I leave understanding our strengths, potentials and of course the cost of investments. Hes not pushy, updates our information and is attentive when asked questions and makes a mean cup of coffee. We highly recommend Chris Muller as an advisor.

Cindy Ninemire I’ve been working with Peaks Financial for a couple of years, and I can’t say enough good things about them. From day one, their team has been incredibly knowledgeable and professional, guiding me through the complexities of wealth management with ease. They took the time to understand my financial goals and tailored a strategy that made a real impact on my portfolio. Thanks to their expertise, I’ve seen a solid return on my investments, and I feel much more confident about my financial future. I highly recommend Peaks Financial to anyone looking for a trusted and experienced wealth advisor!