Edward Jones - Financial Advisor: Ryan J Gilhuly, AAMS® - Silverdale (WA)

Rafael Avendaño Diaz Kurt, has been an amazing financial coach for my wife, daughter and I. We started working together four years ago and set up a plan to tackle student loans, credit cards, organize our retirement and create a home purchasing goal in the Bay Area. My wife and I have been in the public service life work for the past 20 years and owning a home in the County where we grew up is seen as impossible. With the strong coaching and guidance of Kurt our credit improved, student loans forgiveness plans were strategized, our retirement funds were organized and a savings account for the home-ownership goal become a reality. This past month I am proud to say that my wife and I closed on a property in the San Mateo County Bay Area. The goals were set and Kurt helped us get there. We thank him so much for the coaching and support. Thanks Kurt!

Stephanie Plesha Al was incredibly knowledgeable, thoughtful and kind when we met to discuss commercial insurance. He gave me excellent advice on the coverage my business may need and won’t need. I’d recommend his services to anyone who’s looking for insurance options.

Bruce Gonser Knowledgeable! Fiduciary .

Kelsi Klovdahl Established a Simple IRA with them! Great folks!

Roger Skaer Working with the amazing team at Pacific Crest Planning has been a very positive experience for me. I feel like Niles truly puts every effort into helping me in every way. They treat me like family, and the general vibe in the office is very warm and welcoming. I definitely recommend considering the team at Pacific Crest for anyone who is looking for some professional, experienced guidance on finance, investments, and planning for the future. Regards, Roger