Keywords: Financial edward jones financial advisor: juan ibarra wa

Edward Jones - Financial Advisor: Juan Ibarra - Wenatchee (WA)

Address: 🏡 1737 N Wenatchee Ave D, Wenatchee, WA 98801, USA
Phone : +1 (509) 470-8226
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJGyoF8TjLm1QRhj3qKvTK_8Q
#Washington

Peter DeVries with Epic Finance LLC Mortgage Brokers - Powered By Barrett Financial Group NMLS#181106 - Oak Harbor

cassidy Taggart I am more than pleased with my experience. Peter was very patient and he is very well knowledgeable with everything I put across his table. As new homeowners he made it as easy as he could. I definitely had more questions than average and he had no problem answering any of them. I couldnt be more happy. Hes a intelligent man and had no problem communicating when questions arised. I would recommend him to anyone and everyone. Good job Peter! Thank you for everything and so much more. My husband and I couldnt be more happier!
5 /5

Fortis Financial Group - Bellevue

Sara Catherine Neal My husband and I started working with Fortis when we moved to Seattle. The team there is professional but still incredibly personable. They manage our portfolio, retirement plans, long term financial planning and even home buying support. The piece of mind they provide cant be quantified. Couldnt be happier with our decision to work with them!
5 /5

Edward Jones - Financial Advisor: Roy D Gawlick, CFP® - Longview

Zach Metzger Fantastic and knowledgeable service. I have had Roy as a financial adviser for several months now, and highly recommend his services. Roy works to meet your goals, educate you on options, and does his utmost to make necessary paperwork easy.
5 /5
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Edward Jones - Financial Advisor: Eric J Priebe - Kent

Dave Wilson I recently sold my house and had a little extra money. I put most of it in Erics care and decided to try a little etrade on my own. Eric almost doubled the money I made on my own..... Lesson learned, stay with Eric and leave the investing to him. He and the experts behind know much more than me
5 /5
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AGP Wealth Advisors - Ameriprise Financial Services, LLC - Renton

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.
5 /5

Riverbend Insurance Corporation - Newport

Adam Lang Kevin and his team saved our family $6,000 this year in health insurance premiums. Besides the premium savings, the policy they found has no deductible (only copays). Compare that to the $11,000 family deductible on the plan offered by my new employer (at $500 more per month), and you can see why I am proud to write this glowing, 5-star review for Kevin and Riverbend Insurance. Beyond the savings, Kevin was able to answer all of my questions and walk me through various scenarios (lots of doctor visits vs. few, specialists vs. regular visits, emergency care, etc.) in terms of plan and cost. Im the type of person who wants to understand all the details, which Im sure annoys many professionals. Kevin was incredibly patient and actually seemed happy that I wanted to have all our ducks in a row before pulling the trigger. I also had to follow up a few times after buying the policy to make sure I was clear on payment and policy number. His team answered the phone the first time I called and was able to answer my questions. Id recommend anyone who is looking for a better insurance rate to call Riverbend and let Kevin and his team do the work to find the best deal
5 /5