Edward Jones - Financial Advisor: McKenzie L Thompson, AAMS® - Pasco (WA)

LINDA LAMPTON I am very happy with all the staff here at Morgan Stanley.

Kamela Reichert Highly recommend Colleen. She is so helpful and helps you understand what is happening with your taxes. If you are looking for someone you can trust, this is where to go. Shes been doing my taxes for 4 years.

Ray Spitz After my wife passed away I needed help sorting out my finances. Kathy came to my rescur and straightened it all out. Was much appreciated.

Clark Lane I have enjoyed working with Dave and Jonathon. They have made me money and I feel my money is secure in their hands. My wife had a issue with her Dads account (outside or The Altmeyer Group) and Jonathon was will to help resolve the issue for her at NO charge. Thank you Jonathon.

Kirsten Otterness I have been with WSECU for a long time (20 years I think?). There was only one time I had an issue, it was resolved, and have been great since. I especially wanted to shout out to the lady that helped me yesterday 5/4/25 (I wish I knew her name). Fantastic job, professional, polite, patient, helpful, the list goes on. All the emoloyees ive worked with through the years have been great, but she was awesome!

Matthew Knoll I had the pleasure of working with Jayden Patterson to set up my Roth RIA, and I couldn’t be more satisfied with the experience. From start to finish, Jayden was knowledgeable, patient, and incredibly helpful. He took the time to explain each step of the process in clear terms, making sure I fully understood my options and what would work best for my long-term goals. What stood out most was his attention to detail and willingness to answer every question, no matter how small. Financial planning can feel overwhelming, but Jayden made the experience smooth and stress-free. He was prompt in communication, thorough in his recommendations, and genuinely invested in helping me make informed decisions. Thanks to Jayden, I now feel much more confident about my financial future. I would highly recommend him to anyone looking for expert guidance on setting up a Roth RIA or navigating any part of their investment strategy.