Edward Jones - Financial Advisor: Jeff Allen - Tacoma (WA)

theedronus Courteous, amd exceeding. Great Staff!

Mark Schlichting Tim Villhauer has done a superb job of helping me manage my IRA over the years.  He is conscientious about contacting me on a regular basis and advising me of my options when my RMD is due, and suggesting ways I may want to re-balance my portfolio.  Traci, his Senior Office Administrator, is also top notch.  She is always letting me know if forms need to be completed and if deadlines loom.  Most of all, the office is relaxed and low-key-- in sharp contrast to other financial advisor businesses that I have experienced.  Thanks, team!

p griff I have never before written a business review, but Danielle Rivers definitely deserves my praise. Over a number of years, she has consistently guided my financial decisions in a professional and friendly manner. Professionally, she is bright and clear in her explanations of my options. She listens first, which is very important. She pays attention. She follows through. She continues to improve her own command of her profession. Personally, she is kind and understanding and someone this conservative and cautious person has learned to trust. I am happy to recommend her as a valued financial advisor and lovely human being.

D E W Adventures The people who work here in the office are great, I enjoy coming in to pay my water bill every month in person just to say hi....

Ben Riffey I worked with Grace on refinancing my car-- I had a really great rate with WSECU to begin with, but we were able to lower it further. Both with the refi and the initial loan, everyone I worked with took the time to explain things to a first-timer. Today, I was confused by some of the paperwork I got on the refi (basically I didnt understand how the interest was presented, my bad), and despite panicking a bit, Grace very kindly explained how the structure worked when I came back in with questions. She made sure I understood it completely before processing. Very much appreciate her!! Wonderful to work with. Thank you! :)