Edward Jones - Financial Advisor: Jason Robinson - Ephrata (WA)

Don McClellan We are very happy with Jordan. He does a great job explaining our current financial status and listening to our goals and needs. He has given us great suggestions regarding as we move forward. We trust his advice.

Brandon L I keep getting calls and voice mail from this company, I have asked to have my number removed several times and they acknowledge that I have no account with them or that my number is in their system yet they continue to call. They can easily transfer me to their ITs to address the issue as they can place a block on my number but wont do it. I have blocked several different numbers that all return to this company with no end in site. Its OK for them to frustrate me with the continued calls, but when the tables turn and I spam them non stop they wont talk to me and hang up, why is it OK for them to do but not me? All of the managers there are worthless and refuse to escalate the issue any further than themselves.

Matthew Knoll I had the pleasure of working with Jayden Patterson to set up my Roth RIA, and I couldn’t be more satisfied with the experience. From start to finish, Jayden was knowledgeable, patient, and incredibly helpful. He took the time to explain each step of the process in clear terms, making sure I fully understood my options and what would work best for my long-term goals. What stood out most was his attention to detail and willingness to answer every question, no matter how small. Financial planning can feel overwhelming, but Jayden made the experience smooth and stress-free. He was prompt in communication, thorough in his recommendations, and genuinely invested in helping me make informed decisions. Thanks to Jayden, I now feel much more confident about my financial future. I would highly recommend him to anyone looking for expert guidance on setting up a Roth RIA or navigating any part of their investment strategy.

stickmanz Its a credit union, why would you go anywhere else? Their tellers are actual bank tellers and not salespeople. Theres no BS fees. Their open hours could be better, but their app is amazing.

Tod Fiscus AGP has been an invaluable partner in assisting with the financial planning and wealth management of many of our business owner clients at Transition360 Business Brokerage. The culture at AGP compliments the complex needs for a robust one-stop-shop that supports managing a P&L while growing a nest egg. They proved themselves with our clients and have earned my personal business as well. Their service model is second to none. If you are looking for a strong financial partner who takes the time to understand your goals and your needs and has the depth to understand a business owners mentality, take the time to get to know Lindsay Cleal at AGP.