Edward Jones - Financial Advisor: Mina Gomez, CEPA® - Wenatchee (WA)

Jeremy N Nick did a spectacular job for us! He saved us over $1,000 on our home and auto insurance while being completely clear, concise, and prompt. His communication was excellent—he always called back quickly and was there when he said he would be. Nick was totally friendly and made sure every detail was covered, crossing every “T” and dotting every “I.” Unlike other agencies, he really took the time to help us. I highly recommend Tammy Cotton Insurance for anyone looking for great service and big savings!

Jill Johnson 5 stars for this accounting firm. I became a Shannon and Associates client as the POA for my mother and later the representative of her estate. Over the years I have found S&A to be professional, responsive, and knowledgeable. With the passing of my mother the team was so compassionate, guiding me through the often-complex world of estate taxes. I’ve been so impressed that my husband and I have moved our tax return needs to this top-notch organization.

Jim Fifield Very thorough and still faster than most others I’ve used. Prices are reasonable. I recommend them to my friends when asked who I use.

Corrine Beautiful building!

Brenna Hoffman Penny is theeeee best! She’s honest, and you know she will go to lengths to make it happen. I appreciate her creativity and ability to be flexible to get things done. She helped me buy my first piece of land, as well as put my first offer on a house. I highly recommend Penny if you are looking for a realator who knows the business well and also can collaborate and strategize on a personal level.

Theresa Fleming Very knowledgeable and provides the most up to date plans for for all income levels.

C F Stabler has been advising us on wealth matters since 2019. We are extremely satisfied with the service and support they provide. Dave Mantell is such a nice person and he has given us confidence through his advice over the last 6 years that he and his team are acting as fiduciaries in our best interests. When looking for a fiduciary, we interviewed many companies and once we met Dave, Stabler Wealth Management stood out to us. It is very worrisome to turn over your investments to the control of another, but Stabler made it very comfortable and no high pressure. And now that we live in another state across the country, we couldn’t imagine not having the team at Stabler manage our wealth. Big thanks to Dave, Sean and team for all their efforts on our behalf.

Davis Campbell Ive had a very positive experience with this company. Mark Boyer made the entire process simple and hassle-free for me. He communicates promptly and possesses a wealth of knowledge. He was able to explain the complexities of investing in a way I could easily understand. Plus, he went out of his way to help me out when I needed something done quickly. Highly recommend!