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

Koda Chovanetz My wife and I recently worked with Pacific Portfolio Trust Company to put together an estate plan and long-term wealth strategy for our family, and we’re really glad we did. With two kids to think about, we wanted to make sure everything was set up properly for the future, and the team at Pacific Portfolio made the whole process straightforward and stress-free. They took the time to understand our goals, explained our options clearly, and helped us create a plan that gives us peace of mind. We never felt pressured or talked down to. They were knowledgeable, approachable, and genuinely thoughtful in their advice. If you’re looking to protect your family and plan for the future, I highly recommend working with Pacific Portfolio. They’ve been a great partner for us.

Robert Niles This credit union is the only "bank" Ive ever liked. Always treated me well, protected my accounts, and helped me get my dream house (thank you Rhonda and the mortgage team!). I hope to be their customer for as long as I live.

Ed Hensley My experience with Edward Jones has been very positive. They encouraged and supported my efforts to invest and save so that I now am enjoying a retirement that is sustainable. Thanks!

Tamara Barkdull If I could give a no star review I would. Was supposed to have a loan and after paying a 1000 dollars upfront they still asked for more money. I would never recommend them for anything

Shane Brooks Great advisors!! Been here 20 years and trust and rely on their knowledge.

Brandon Harting Always get great service.