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

Lisa Heins My husband and I were looking for a fee-based CFA/CFP, who could help us thoroughly vet out our plan for early retirement. I have a decent grasp on important elements of financial planning and finance as a whole and my husband, most would agree, has a very high level of acumen in these areas. That said, we wanted a professional to guide us through the process and help build my confidence that the plan we were working was on course and relatively fail proof. We were fortunate to get a referral to Keel Financial Partners from our neighbor who owns her own CPA firm. We utilized them for planning around retirement, tax planning, cash flow, and asset allocation, among other areas. Aimee and her trusted partner Amber were exactly what we needed and more. First, I can not express enough how much confidence they instilled in us. We dove into a plethora of topics throughout our planning sessions and Aimee never failed to offer a robust conversation which was educational and informative. In short, she more than knows her stuff. Her recommendations and advise were clear and sound and delivered in a way that makes sometimes complex content to be very accessible. During all exchanges with Aimee and Amber they demonstrated a high level of understanding of our specific estate details, they didn’t miss a beat. Communications with them were seamless and they were both extremely responsive and organized at every step. While we didn’t utilize Keel Financial for our investment management as my husband enjoys handling this, we would not hesitate to do so in the future with a high degree of confidence.

Sarah Collins We appreciated how available everyone was to answer questions or walk us through things we may not understand. They were always quick to provide us with a check list of what needed to get done ASAP so we knew what the priorities were, which made the entire process incredibly smooth.

Viper Slowest staff. Your lucky if more then three tellers are working. This location specifically is a massive reason why Im looking forward to switching to gesa. Constant issues. Hell even logging into the mobile app doesnt always work. Or when you have money in your checking and savings and the overdraft/transfer protection doesnt work as intended. Caused me to have my first late payment in over 5 years. Then have the odasity to charge me a fee for there error. Thanks for refunding me for your mistakes.

Julie Hamstreet Knowledge, integrity, professionalism, and congeniality...this is simply the finest team of certified financial planners in the valley. We can not recommend them highly enough. Thank you Scott, Brad, Luke and Helen!

Dana Uyeta Beth is the best title rep I’ve met. She has been so helpful and patient. She brings a lot of value to my business with her knowledge. She’s helping me create my own lead gen funnels rather than buying them. Much appreciated, Beth. Dana

Tana Anderson This review is long overdue! Marlene was my notary when I sold my home two years ago. She was one of the most professional, knowledgeable and friendly people I have ever met. I highly recommend her for any of the services that she provides!

Jake Wagner Kelley is an exceptional financial advisor who truly goes above and beyond. Her expertise, personalized approach, and genuine care for my financial goals made all the difference. She took the time to understand my needs, explained complex concepts clearly, and crafted a strategy that gave me confidence in my financial future. Always responsive and proactive, Kelley’s guidance has been invaluable. I highly recommend her to anyone seeking a trusted advisor!