Edward Jones - Financial Advisor: Nick Munch, AAMS® - Port Orchard (WA)

Donald McClure Not very pleased, was forced to get on line, create a user name and password. I even said I would go to the office so I wouldnt have to do this. No luck.

Gerry Evin The change to Lacamas Financial will be nice. Congrats!!! Keep going.

Tim King I liked best that I didnt have to do extra work learning what you do to do my taxes the right way. I gather the info, send it to you and its done before I know it. If you want someone who knows the ins and outs of taxes and who stands behind you than Erickson Wealth and Tax management is the best. And yes, I will suggest you to my friends.

Brad Hollenbeck Always a great time at the fair and rodeo.

Melissa Knapp ⭐️⭐️⭐️⭐️⭐️ Working with Nathaniel Stevens has been an absolute game-changer. His professionalism, knowledge, and genuine care for his clients set him apart from any other financial advisor I’ve worked with. Nathaniel takes the time to really listen, understand goals, and then creates a clear, personalized plan that feels both approachable and achievable. What I appreciate most is his ability to explain complex financial strategies in a way that makes sense, giving me complete confidence in every decision. He is proactive, detail-oriented, and always a step ahead—keeping my financial future secure and on track. Nathaniel doesn’t just crunch numbers; he builds trust. His integrity, transparency, and commitment make it clear that he truly has his clients’ best interests at heart. I couldn’t recommend him more highly to anyone looking for a financial advisor who is not only brilliant at what he does, but also someone you can count on for the long run.

Julie Olson A great company! Matthew is very professional and super knowledgeable concerning financial matters. He is easy to work with and does his best for our financial interests!

Zach Metzger Fantastic and knowledgeable service. I have had Roy as a financial adviser for several months now, and highly recommend his services. Roy works to meet your goals, educate you on options, and does his utmost to make necessary paperwork easy.

Tiffanie Misclevitz I would definitely recommend Michael Julian at Morgan Stanley for all your financial investment needs. He is extremely knowledgeable, informative, and honest.