Keywords: Financial edward jones financial advisor: lisa millar wa

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

Address: 🏡 112 S Del Guzzi Dr Suite 7, Port Angeles, WA 98362, USA
Phone : +1 (360) 452-8800
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ3X5_7yOxj1QRqwue4G2xmLg
#Washington

PacStar Financial LLC - Olympia

Chris Stoll My husband and I were owners of a small business - he had retired in 2019 and I was due to retire at the end of 2022. Our partner intended to keep the business open. Well for over 30 years I did most of the administrative work, including all of the accounting and payroll, except for the annual tax return. We were all working out of our homes so it didnt seem to right to hire an employee. At the time, we were using a large accounting firm for our annual tax return and we asked about taking on our business for "every day" bookkeeping - nope, their specialty was working with larger firms. So the search began! I researched several other firms and it just didnt "click". Turns out I saved the best for last when I met with Shari Cox of PacStar Financial! Small business? Her specialty! Shari is friendly, compassionate, easy to work with and importantly, an excellent accountant! I highly recommend Shari and her team for your small business!
5 /5

Scott Reitz - COUNTRY Financial Agent - Federal Way

Maria Blasquez I can’t recommend Scott enough! He has gone above and beyond to make sure I’m well taken care of, and his customer service is truly unmatched. From the moment I reached out, he listened to all my concerns, answered every question, and worked hard to make sure I understood all my options. I was previously with Progressive and felt like I was being overcharged. Scott stepped in, cut my rate in half instantly, and did everything in his power to help me save as much as possible. He genuinely looks out for his clients and goes the extra mile to find the best coverage at the best price. He is an honest person, he will also let you know of he can help you save or not. If you’re looking for someone trustworthy, knowledgeable, and truly committed to helping you, Scott is the one!
5 /5

Branch Business Services, Inc. - Coupeville

Sarah Bird Great service, glad they have a UPS pickup service.
5 /5

Edward Jones - Financial Advisor - Tacoma

Liz Murphy This Edward Jones team has been more than helpful over the years. I believe they truly have worked in my best interest. I highly recommend this professional, but very caring office.
5 /5

ACMAN Solutions - Pasco

Willie What a lifesaver! After paying way too much somewhere else to be given fear and anxiety about my books, ACMAN Gave me peace of mind to help me get things set up properly going forward for a price I can afford. I highly recommend them!
5 /5

Hightower Bellevue - Bellevue

Susan Kim Amazing team to work with!! Dan Stober is the best!!
5 /5

Bank of America Financial Center - Everett

Marina A Excellent service and assistance. Rakia was very friendly and professional!! Recently I applied for a credit card and received it. After using the card online, it was locked. I called to customer service and tried to reactivate the card but they couldn’t do anything over the phone. So I went to this office and Rakia solved the problem without waiting time. Thank you so much for your assistance!!
5 /5