Edward Jones - Financial Advisor: Jonathan R Montes, CFP® - Anacortes (WA)

Tamara Johnson A financial advisor that can be trusted 100%. A true Christian who demonstrates Gods word in all he does!

Barbara St John I want to give a big shoutout to Dina who works in Cheney Utility Department. My son and his roommates share their Utility service sine September of 2023. They are almost finished with their sophomore year at EWU. I decided to pay their Utility bill every month for them to reimburse me, and thats been working out great! However, this month, the their Utility bill came out of my account; however, I was notified by text one day after the due date that their Utility bill was late and there was a late fee on top of it. I was in disbelief! I called the Utility Department and spoke to Dina. She confirmed the text that they didnt receive the payment. I immediately called my Billpay company. The Billpay was sent by a check to Cheney every month, but this month it was lost or was delayed in delivery. I frantically called my son to go in person to pay that day which he did. Dina empathize with my son and Kindly waived the fee, and flagged the account in case the check showed up to call me to let me know. Surely enough, a couple of days later I received a message from Dina to call her. When I did, she shared with me my Billpay check came in. I so appreciated her going above and beyond to call me. Thank you so much for giving me and my son your benefit of the doubt and working with us! We take pride in our integrity and responsibility!

KT Z Amazing, top-notch team! My family is so thankful for all the support and knowledge from the entire Cashmere team. They also upgraded their online banking! Which is great, but my review is really for the team we work with face-to-face. With something as important as banking, it is great to met with someone and navigate the process together!

Jacob Stellar service. Been looking for a mechanic to fix my running/driving toyota and thought I tried everywhere an everybody till I found E&L. They found and fixed my problem in 1 day and changed my bad powersteering pump out on top of that. Great prices great service Will be taking EVERYTHING to them from now on. Thank you guys!!

C F Stabler has been advising us on wealth matters since 2019. We are extremely satisfied with the service and support they provide. Dave Mantell is such a nice person and he has given us confidence through his advice over the last 6 years that he and his team are acting as fiduciaries in our best interests. When looking for a fiduciary, we interviewed many companies and once we met Dave, Stabler Wealth Management stood out to us. It is very worrisome to turn over your investments to the control of another, but Stabler made it very comfortable and no high pressure. And now that we live in another state across the country, we couldn’t imagine not having the team at Stabler manage our wealth. Big thanks to Dave, Sean and team for all their efforts on our behalf.

Chris Stoll My husband and I were owners of a small business - he had retired in 2019 and I was due to retire at the end of 2022. Our partner intended to keep the business open. Well for over 30 years I did most of the administrative work, including all of the accounting and payroll, except for the annual tax return. We were all working out of our homes so it didnt seem to right to hire an employee. At the time, we were using a large accounting firm for our annual tax return and we asked about taking on our business for "every day" bookkeeping - nope, their specialty was working with larger firms. So the search began! I researched several other firms and it just didnt "click". Turns out I saved the best for last when I met with Shari Cox of PacStar Financial! Small business? Her specialty! Shari is friendly, compassionate, easy to work with and importantly, an excellent accountant! I highly recommend Shari and her team for your small business!

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!!