Edward Jones - Financial Advisor: Ron Eck - Colville (WA)

Laura Madrid Jon was so knowledgeable about everything financial. He was very professional and helpful with all kinds of advice. I asked him if I could adopt him as my son. *smiles* We had a couple of financial issues come up, as we barely qualified for the home of our dreams, and Jon worked diligently to make it happen. He worked closely with us and the Guild team from beginning to end. We are forever grateful to Jon and recommend him to anyone looking for a new mortgage.

Susan Pedersen This is an outstanding group you can’t go wrong with. After searching in the area, I found Cory a couple of years ago and had immediate five star service. Our initial meeting was very informative with thorough explanations as to what was offered. We were put in the hands of Jed, who is a stellar individual and very skilled at what he does. During the time since, Jed has worked very hard to maximize our investments, even though they are very small compared to many other accounts the firm must handle. We are used to being told we are small potatoes and made to feel that we are not important because we don’t have millions. This group makes us feel like we are top priority and they have made some very smart decisions for us no matter what the market is doing. Can’t recommend them highly enough.

Koda Chovanetz My wife and I recently worked with Pacific Portfolio Trust Company to put together an estate plan and long-term wealth strategy for our family, and we’re really glad we did. With two kids to think about, we wanted to make sure everything was set up properly for the future, and the team at Pacific Portfolio made the whole process straightforward and stress-free. They took the time to understand our goals, explained our options clearly, and helped us create a plan that gives us peace of mind. We never felt pressured or talked down to. They were knowledgeable, approachable, and genuinely thoughtful in their advice. If you’re looking to protect your family and plan for the future, I highly recommend working with Pacific Portfolio. They’ve been a great partner for us.

Bradley Neumayer Arnone Wealth Management really makes you feel like a priority. They are professional and friendly and I absolutely trust them as we plan for our future! Would recommend to anyone!

thomas cummings Alvin and his team were a pleasure to work with for my small business and family taxes. I would highly recommend his services. He is informative, and will give you the education to understand all of the reasonings behind his suggestions.