Edward Jones - Financial Advisor: Gracie N Bartoldus, CFP®|CRPC™ - Richland (WA)

Jenny Dye We have used D2 for many years, they are always accommodating, accurate and do a great job for us. We highly recommend them.

Stephen Ellis Probably the most beautiful and relaxing lobby I have seen in a bank. Staff are very nice. We had a problem/misunderstanding regarding automatic fees but after talking about it they made it right. I think most other banks would not have cared. Its nice to work with human beings.

Brittney Deines I called Monday morning to ask if they were letting people into the office cuz of all of the Coronavirus restrictions and policies and was told to go ahead and come into the office right away. When I got there the agent I spoke to on the phone was on lunch but the nice lady at the front desk was able to do everything for me and get me set up. Withing 15 to 20 minutes I left with proof of insurance in hand. She was also great about not pushing any more coverage on me than I needed or could afford to pay for and was very clear about pricing.

Davis Campbell Ive had a very positive experience with this company. Mark Boyer made the entire process simple and hassle-free for me. He communicates promptly and possesses a wealth of knowledge. He was able to explain the complexities of investing in a way I could easily understand. Plus, he went out of his way to help me out when I needed something done quickly. Highly recommend!

James A. Loaris Jr. Your Tax Solution: Fast, Friendly, and Flawless! Rating: ⭐️⭐️⭐️⭐️⭐️ Look no further – Ive found the absolute best place to have your taxes done, and its an experience worth raving about! This hidden gem combines speed, friendliness, expertise, and respect, creating a seamless and stress-free tax preparation process. From the moment you walk in, the staff exudes warmth and friendliness. They understand that tax season can be a stressful time for many, and they go above and beyond to make you feel welcome and comfortable. The atmosphere is relaxed, and youll instantly feel like youre in capable hands. What sets this place apart is the incredible efficiency without sacrificing an ounce of quality. The professionals here are not only speedy but also highly informed. They navigate the intricacies of the tax code with ease, ensuring that you receive every deduction and credit you deserve. Its a testament to their dedication to staying up-to-date on the latest tax regulations. I was particularly impressed by the straightforward and transparent approach. No confusing jargon or hidden fees – just honest and clear communication. The staff takes the time to explain every step of the process, ensuring that you understand your tax situation fully. Its refreshing to work with professionals who value transparency and respect your time. Respect is a key theme here. The team treats every client with the utmost respect, regardless of the complexity of their tax situation. They listen attentively, address concerns, and provide tailored solutions. Its evident that they value your business and are committed to building lasting relationships based on trust and mutual respect. In conclusion, if youre tired of the hassle and headache that often comes with tax season, look no further. This is not just a tax service; its a partner in your financial journey. Fast, friendly, informed, respectful, and straightforward – this place has it all. Trust me, you wont find a better place to have your taxes done. Its the gold standard in tax preparation, and once you experience it, youll wonder why you ever went anywhere else.

Aleksey Sapozhnikov Shy and Art have done an outstanding job managing my family’s financial planning. They’ve gone above and beyond to assist us, navigating the complexities of transferring and consolidating our retirement accounts from previous employers with ease. Throughout the process, they kept me and my wife well-informed, communicating clearly at every step. It’s reassuring to work with an advisor who genuinely prioritizes our best interests. Art has a remarkable ability to explain insurance in a way that’s both understandable and insightful—something I never expected. They’re a top-notch team, and I’d confidently recommend them to anyone seeking financial guidance.