Edward Jones - Financial Advisor: Ryan F Maskewitz, CEPA®|AAMS® - Bellingham (WA)

Mandy Mosley Very nice an very helpful w little wait time

Cody Miller Polite staff, willing to help where they can.

Don Laichak Creative Planning is a good financial fit for my wife and myself. Pete Moormeier and his team with Nolan Plous has provided solid financial guidance and responsive feedback when needed. My tendencies is to overthink financial decisions. With Pete and his team onboard to provide financial guidance in my retirement, I sleep well at night, even through all the market upheavals.

Kathleen Kjelgaard Of all the banks CNN I’ve used in 70 years WaFed is by far the most professional and personal bank I’ve ever used. The staff at the federal way branch gives you a feeling of a friendly neighbor. Always greet me by name with a genuine smile. My banking needs are always taken with ia professional approach. A speedy business transaction when I’m in a hurry or a casual conversation when I’m not in a hurry. Cameron and our bank teller are exceptional! Thank I WaFed for putting your customers first!!

Valerie Graham Tony helped our family move 3 separate retirements from different managers and open a new plan for our little girl as well. He was there to answer every question about what was needed to move the accounts (no thinking involved on my side!) and we hardly had to do a thing. We’re happy to have such important assets with someone we can trust to look after them and not have to be concerned if decisions being made are for a company’s gain instead of our own.

Mark Schlichting Tim Villhauer has done a superb job of helping me manage my IRA over the years.  He is conscientious about contacting me on a regular basis and advising me of my options when my RMD is due, and suggesting ways I may want to re-balance my portfolio.  Traci, his Senior Office Administrator, is also top notch.  She is always letting me know if forms need to be completed and if deadlines loom.  Most of all, the office is relaxed and low-key-- in sharp contrast to other financial advisor businesses that I have experienced.  Thanks, team!

Betty Bennett Knowledge financial advisor who listens to his clients values and advises accordingly.