Edward Jones - Financial Advisor: Keith E Beasinger - Lakewood (WA)

R Morgan Bad experience at another bank today highlighted the good service I received from Wells Fargo in Anacortes. Excellent customer service especially considering we were helped by an employee who was not accustomed to this branch and had to find her way around to get the correct forms, etc. Its all about how you treat people.

Scott Thorkelson Mike was a pleasure to talk with. I set up an initial meeting, and he spent about 30 minutes going over my finances with me—where I’m at now and where I want to be. After our conversation, he explained that while he could provide some additional insights, I was already on a good path. What stood out most was his honesty: instead of pushing me toward his services, he encouraged me to continue saving on my own since that would benefit me more. It’s rare to find someone in this industry who prioritizes your best interest over a sale, and I truly appreciate that. I highly recommend reaching out to Mike if you’re looking for trustworthy financial guidance. Thank you for your time Mike!

thomas cummings Alvin and his team were a pleasure to work with for my small business and family taxes. I would highly recommend his services. He is informative, and will give you the education to understand all of the reasonings behind his suggestions.

D A Received excellent service from this branch (Tacoma). Friendly person at the front desk completed my transaction accurately and smoothly. Highly recommended.

Maria De Bruyn Kim has been very helpful in financial coaching for our personal finances and business coaching. She took our unique situation and gave us a way to track everything that worked for us. Each session was value-packed, making it worth the expense. With only a few months in, I can already see how we can achieve our goals much more quickly and efficiently. Kim is also very responsive and will answer any questions I have in between sessions, which is very helpful.