Edward Jones - Financial Advisor: Gene Kelly Barner - Oak Harbor (WA)

chris lute great company they did a great job helping me with reviewing my financials and setting up a retirement plan

kathie The Anacortes branch has amazing employees and incredible customer service! I wont put names of each employee on here, but they are most informative and helpful. They will suggest ideas for investment or better interest rates. They are all extremely friendly. It is a pleasure to do business with them. You rarely find service like this anymore!

Austin Damon Todd is the absolute man. Yes he knows his stuff as any financial advisor should, but he is a stand out because he genuinely cares about the well being of people and their families and it’s apparent just after five minutes of meeting with him. He has gone the extra mile for me in every way and I couldn’t be more grateful! Thanks again guys!

Rafael Avendaño Diaz Kurt, has been an amazing financial coach for my wife, daughter and I. We started working together four years ago and set up a plan to tackle student loans, credit cards, organize our retirement and create a home purchasing goal in the Bay Area. My wife and I have been in the public service life work for the past 20 years and owning a home in the County where we grew up is seen as impossible. With the strong coaching and guidance of Kurt our credit improved, student loans forgiveness plans were strategized, our retirement funds were organized and a savings account for the home-ownership goal become a reality. This past month I am proud to say that my wife and I closed on a property in the San Mateo County Bay Area. The goals were set and Kurt helped us get there. We thank him so much for the coaching and support. Thanks Kurt!

Trista Magaña Great service, so very thankful to the gal that helped me in the drive-through this morning. Your customer service was awesome.