Edward Jones - Financial Advisor: Roy D Gawlick, CFP® - Longview (WA)

Lilly Saucier This is my first time with someone to help me with my bookkeeping and it’s the best decision I’ve made in a long time. I mainly work with Megan, but her entire team is so helpful and kind- I am so happy!! She is prompt, precise, and very detail oriented, which I really appreciate. It was kind of a lot on my end to hand everything over- just labor wise and mentally haha- but the only thing I would change is trying to find Megan sooner. 12/10 experience

Frank Marinovich Excellent follow thru & advice

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.

Lori Olds Personal I am grateful for Leana Mason’s knowledge and expertise in the insurance and debt elimination space. Because of her diverse knowledge I have confidence that she will always be able to help me accomplish my goals of protecting my family. She goes above and beyond the call of duty to help her clients do what is best for their personal peace of mind and goals.

Rhonda Hall Amazing service great customer skills

Wyatt Huestis Ive never applied for a loan before; however, I had an amazing experience with United Finance: from start to finish, their team was really professional, transparent, and super supportive. They helped me secure a loan quickly and made the entire process feel smooth and stress-free. I really appreciated how they took the time to explain all my options and made sure I felt comfortable with my decisions. Highly recommend them to anyone looking for a trustworthy finance partner.