Keywords: Financial edward jones financial advisor: perry j grant aams® wa

Edward Jones - Financial Advisor: Perry J Grant, AAMS® - Everett (WA)

Address: 🏡 909 Sievers Duecy Blvd Ste A, Everett, WA 98203, USA
Phone : +1 (425) 348-7207
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJufBIpR4BkFQRwfI1fbzQWZE
#Washington

Leanne CFP - Spokane

Ruby Kahn Leanne is more than just a financial advisor and planner, she is a strategist, coach, and advocate all in one. What sets her apart is not just her knowledge, but her genuine care. She celebrates my milestones, checks in during uncertain times, and treats my financial future as if it were her own. During the summer of 2023 I found myself in the midst of the passing of my father, with no knowledge of the financial world to move forward. I felt truly lost, alone and quite scared. Leanne agreed to meet with me by recommendation and take me on as a client. She helped guide me through one of the toughest parts of my life. Whether it came to needing advice on how to move forward with certain legal financial processes or just to help draft a scary e-mail, she was there. Every step of the way. She never once made me feel uneducated, less-than, or unimportant. She has helped me achieve goals I never thought were possible. Because of her I was able to rebuild my terrible credit (which I thought Id be stuck with the rest of my life), purchase a home, and feel confident in my financial future. I know I am in good hands with Leanne, she has proved this time and time again. With Leanne on my side, I feel more confident in my future than ever before. Thanks to her, I now have the knowledge and tools to make sound financial decisions in my life with confidence. Whatever you are going through, whichever stage of life you are in, I whole heartedly recommend Leanne as a trusted financial advisor and planner. Shes amazing.
5 /5

Gregg A Larson - Financial Advisor, Ameriprise Financial Services, LLC - Spokane

September Ward Words cant describe how fortunate we feel that we found Greg. He has really helped us out in so many ways with our finances. He is a wonderfully sweet, family man who genuinely cares about his work and his clients.
5 /5

Gesa Credit Union - Moses Lake

Lori Randall I have a savings account at the Gesa credit union in Moses Lake. Opened the account about a year ago. I have never had a problem with them, and i find the staff very friendly and helpful. So far I think theyre a great credit union.
4 /5

Pacific Capital Resource Group, Inc. - Bellevue

Will Dovgalyuk Theyre great. The only downside is they care a lot about commission and getting more people on board.
5 /5