Edward Jones - Financial Advisor: Nathaniel P Stevens

24/09/2025
Walla Walla, washington

P1FCU - Walla Walla

Trista Magaña Great service, so very thankful to the gal that helped me in the drive-through this morning. Your customer service was awesome.

5 /5

24/09/2025
Anacortes, washington

kathie The Anacortes branch has amazing employees and incredible customer service! I wont put names of each employee on here, but they are most informative and helpful. They will suggest ideas for investment or better interest rates. They are all extremely friendly. It is a pleasure to do business with them. You rarely find service like this anymore!

5 /5

24/09/2025
Shelton, washington

Edward Jones - Financial Advisor: Scott Davis, AAMS® - Shelton

Victrinia Ridgeway Getting a handwritten letter (a long one at that) from our financial advisor... along with a detailed retirement plan outline and other financial service assessments was pretty special. I have to say... getting to know him and his listening deeply to us is the most high-touch financial experience Ive had so far... and I trust him. Scott Davis from Edward Jones in Shelton is awesome. Eric and I drive an hour to see this man... hes pretty epic! Hes like having a finance guru and life coach all wrapped up in one.... and hes patient, and kind... a real treasure. I seriously cant remember the last time I got a handwritten letter from someone who wasnt my spouse/partner. lol Call him.

5 /5

24/09/2025
Olympia, washington

Peter Watson - Prudential Financial - Olympia

24/09/2025
Bellevue, washington

CAPTRUST - Bellevue

Sean Locke Trutinas team is fantastic! When my spouse and I were faced with large bill from a doctors visit due to insurance coverage claiming a preventative visit was Out-of-Network (when the provider was deemed In-Network prior to our visit) the insurance attempted to charge us with a maximal balance. Trutina was so helpful in speaking with the company and fighting for us in the end to ensure we were not charged the balance. We are so grateful for their follow through and cant recommend their honest business practice enough. Thank You Trutina Team!

5 /5

24/09/2025
Chehalis, washington

Ward Lending Group - Chehalis

24/09/2025
Renton, washington

Global Credit Union - Renton

Rick DeChaineau Patrick consistently provides truly exceptional service! His initiative, expertise and attention to detail made the process of opening new retirement accounts, transferring money from another credit union, and moving it into CDs, extremely easy. He also ensured the initial savings accounts were closed once the money was moved so no monthly fees were incurred. He goes above and beyond, such as giving me a phone update on a transaction that occurred while I was out of the country. Patrick is an exemplary member of the Global CU team!