Edward Jones - Financial Advisor: Lisa Millar - Port Angeles (WA)

C. S. Mike Vaughn was referred to my college-age son by his grandmother. He was very responsive to and knowledgeable about my sons questions regarding his first-ever tax (personal and business) return, his online business, and college financial aid implications. He also didnt charge an arm and a leg for his valuable service. We would highly recommend Mike to any business owner and working college student.

Keith Vidal William and his team are responsive, clear, knowledgeable, reliable, and direct. All you can ask for in a tax accountant.

Mark Schlichting Tim Villhauer has done a superb job of helping me manage my IRA over the years.  He is conscientious about contacting me on a regular basis and advising me of my options when my RMD is due, and suggesting ways I may want to re-balance my portfolio.  Traci, his Senior Office Administrator, is also top notch.  She is always letting me know if forms need to be completed and if deadlines loom.  Most of all, the office is relaxed and low-key-- in sharp contrast to other financial advisor businesses that I have experienced.  Thanks, team!

Sheryl Perryman Excellent service, easy to communicate with, up to date with technology. Fee structure is reasonable.

Nagaraju Rajuri All about financial education! I was able to attend the free workshops, they are so powerful and helped me personally. Great team with a beautiful cause. Highly recommended to meet this team.