Edward Jones - Financial Advisor: Lisa S Moore - Port Orchard (WA)

J Davies Better call John! When my husband and I realized that we were running out of runway before our kids enter their college years, John was the guy for the job! He talked us through the ins and outs of college financing, the FAFSA, which sources of money to use first, and suggested tweaks to our strategy as we come up to the start line. He was thorough, friendly and easy to talk to, and offered lots of constructive advice. Highly recommend!

Christine Denova LOVE THIS LAW GROUP! My husband and I contacted this group to assist us with our estate and long term care planning and they have bent over backwards for us. Each and every appointment was met with friendly and professional services. The work they did for us was fantastic and it was done in a timely manner. I would highly recommend this Group to anyone. I found them professional, responsive, good quality work at a good value. They are extremely knowledgeable. My husband and I can now rest easy knowing we have everything taken care of for our future and our loved ones. THANK YOU ELTC!

fixitstevens Great firm. Excellent service and explanation of investments.

Duncans T Trey is a great financial advisor. He is always available by phone or in person.

Tod Fiscus AGP has been an invaluable partner in assisting with the financial planning and wealth management of many of our business owner clients at Transition360 Business Brokerage. The culture at AGP compliments the complex needs for a robust one-stop-shop that supports managing a P&L while growing a nest egg. They proved themselves with our clients and have earned my personal business as well. Their service model is second to none. If you are looking for a strong financial partner who takes the time to understand your goals and your needs and has the depth to understand a business owners mentality, take the time to get to know Lindsay Cleal at AGP.