Edward Jones - Financial Advisor: Jenna C Nacht - Chehalis (WA)

Ben Johnson Robert and his team at 1st Security Bank made our home buying process seamless and stress-free. Through the whole process, they were all very communicative and treated us as though we were family. We will definitely be using them again for any future home purchases.

Brian Giesler I really enjoy working with the team at Columbia River Financial Group. They’re professional, no-nonsense, and just wonderful people to deal with. Always straightforward and easy to work with—highly recommend!

Dane Johnson Madrona Financial - Absolutely the best financial advisory and retirement plan we couldve ever made. Complimentary advisory appointment with Brian Evans got our direction and plans easily explained. Bauer-Evans CPA tax assistance on site. Just a great bunch of people.

Linda Schrubbe Great people, Rory is awesome , very helpful, he is down to earth and really smart.

Helene Rayevich Jack and the team from Leverage Planners made me feel like part of the family right away. Their story about the snail, the hare and the turtle convinced me I want to be a turtle. They were extremely patient with me, gave me clear answers to my questions and let me know what I could expect every step of the way. I was hesitant in letting someone else manage my money but now I feel very confident knowing that my money will continue to grow and that Ill have guaranteed income when I retire.

David Kaylor If you are looking for a GREAT financial advisor, Joel Frank at Equilis Group is without a question who I would recommend! He brings a ton of financial and life experience and wisdom to the table. Plus he brings a whole network of professionals that he works with and gives his clients access to. He brings the heart of a teacher to his work with his clients. And the other thing I appreciate is that he is an independent advisor so he is not trying to get you into a certain group of products. Im so thankful I have him on my financial planning team!!