Edward Jones - Financial Advisor: Sam Wells - Walla Walla (WA)

Jim Kroll Eric has always acted in a professional courteous fashion when we have had business to discuss or I have had questions to ask. I look forward to working with him, always.

Daniel Samo Very professional staff. Well prepared! The manager is doing a great job, working very hard and even knows most of his customers by first name basis. Keep doing a great job!

michelle andreas Nicole always wants the best for her clients. Shes honest and will let you know all parts of a financial scenario ~ even if it doesnt benefit her. I have trusted her through all situations (with my business and personal) over the past 10 years and know she is always on my side. Nicole is an extremely hard worker, extra resourceful and I would highly recommend her to anyone.

Lance Lambert For approximately 20 years Kim Atwood has been the CPA for my personal finances and two of my companies. His work has always been quick, easy to understand and Ive never had any problems.

Grace June I really like the way this agency is run. They are very much on top of knowing the ins and outs and complexities of situations that arise and are able to explain it in a way that anyone can understand. I’ve met Connor, Eric, Christian and some other staff, they’ve never been too busy to answer a question I have. I see a group of people doing their best to help everyone they can despite a difficult economy and time for the industry right now. I appreciate how family friendly they are as well. Thanks guys!

Rick Miles We initially bought our house in Ellensburg 2 1/2 years ago through Tara - very smooth and easy. We just completed a re-fi -it took a little longer due to current mar market situation, but Tara was very responsive and really helped in getting things put together. She will get on the phone and call to explain what is going on. She and her staff were great.

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!