Edward Jones - Financial Advisor: Jorrell J Meyer, AAMS® - Yakima (WA)

Benjamin Branigh Now I know the nearest private investment management company if I find anyone seeking who Lives in Mount Vernon I’ll send here.

Greg Lee Excellent financial planner! Looks out for your best interests. Very accommodating to schedule meeting times.

Josh Robbins I’ve been working with Julia Ward for a little while now, and overall it’s been a solid experience. She’s knowledgeable about the products she offers and has been helpful in answering my questions when I needed clarification. While there were a couple of minor delays early on, she followed through and made sure everything was taken care of in the end. If you’re looking for someone who knows the insurance landscape and can guide you through the basics with competence, Julia is a good choice.

Augustine Sanchez Kathleen’s expertise was instrumental in making this process seamless. We deeply value her knowledge and professionalism, and we truly believe it would not have gone as smoothly without her. She is exceptional—second to none in our opinion—and we wholeheartedly recommend her to anyone looking to purchase a home. Kathleen is meticulous, knowledgeable, and consistently professional. We’re grateful to have worked with her and would absolutely consider re-financing through her in the future. Thank you again for helping make our dream a reality.

Debbie Jacobsen I have been going to to heritage financial for many years. Nothing but positive! Thank you Sharon!