Edward Jones - Financial Advisor: Kyle A Hooper - Colfax (WA)

Rafael Avendaño Diaz Kurt, has been an amazing financial coach for my wife, daughter and I. We started working together four years ago and set up a plan to tackle student loans, credit cards, organize our retirement and create a home purchasing goal in the Bay Area. My wife and I have been in the public service life work for the past 20 years and owning a home in the County where we grew up is seen as impossible. With the strong coaching and guidance of Kurt our credit improved, student loans forgiveness plans were strategized, our retirement funds were organized and a savings account for the home-ownership goal become a reality. This past month I am proud to say that my wife and I closed on a property in the San Mateo County Bay Area. The goals were set and Kurt helped us get there. We thank him so much for the coaching and support. Thanks Kurt!

DeLynn Great customer service and great tax services! I had 3 years of taxes to do and they took them and worked their magic! Thank you very much!

Becca Tracy Working with Beverly has been a game-changer for my finances. I was in my early 30s when we connected, and I wanted to get my finances under control, but had no idea where to start. Beverly made everything feel manageable—she explained things clearly, answered all my questions with patience, and helped me build a plan for budgeting, saving, and investing. Shes SO great and so helpful. I have been sending all my friends to Beverly. I highly recommend her to anyone looking for a thoughtful and knowledgeable financial advisor, especially if you are new to investing and working with a financial advisor. Whatever the issue, she can help you figure it out!

trevor Doe Amazing people

Eyec Coolins Best Payee service ever Ive never had a single problem with her she is so kind and friendly and caring for her clients. And she is always willing to be helpful and never leaves me hanging and I have no problem with running out of money every time I call her she answered me or calls me right back within 24 hours

bfinegood Shawn is wonderful. Knows finances so well and appreciates his clients.