Edward Jones - Financial Advisor: Kirk L Mandlin, CIMA®|CRPC™ - Olympia (WA)

Paul Riegel I really appreciate the straightforward approach that this site brings. It offers clarity and understanding of how to plan short an long-term investments. The articles and strategies are well thought and help bring simplicity to help someone navigate the best ways to plan for the future. Anyone looking into planning for retirement will benefit from this forum of ideas that gives common sense approach for a winning edge into todays investment market.

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Pauline Henderson I would like to thank the two Ladies who were working Friday night 6/4/16. They went way beyond their duty to take care of my needs. Both were very friendly and are the perfect kind of people we need to work in places that deal with the public. I will definitely bring my business back there again.

Mike McIntyre Have used Pacific Grace for tax return prep assistance for three years (Kathy Jolly). Complicated circumstances year 1 was handled, as were the last two years, exceptionally well. Personable, professional with outstanding advice regarding future tax implications. Highly recommend.

JAMES CARLSON I just did another loan with OneMain, Shelly was great to work with. The process has gotten even easier than my last loan in 2022. I will always recommend this company, they are great to deal with and everything is very clear to the customer and the terms are reasonable in this day and age. Thanks OneMain!

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Alex Koning Money has never been an easy thing for me to talk about. Steve takes all that fear, guilt, and mystery out and leaves you with actionable tasks that make you feel empowered. I have yet to have a meeting with Steve where I didnt feel much more in control of my financial future both short and long term. Steve is a fantastic listener, problem solver, and advocate for his clients. Simply put, hes the best!

Will N Great folks who truly know their stuff!