Edward Jones - Financial Advisor: Schelley York - Port Orchard (WA)

charity keplinger Geoff is great to work with and takes into account our fears and hopes for financial success and stability. He looks out for us first making sure our money works for us at every step of our financial ladder. We love that attention.

Julian Zuniga I would like to give a huge thanks to Jon! He has help given me an idea and a plan for what I want to do after high school. With help for writing my college essay application and setting everything up, I don’t know what I would do without the help. I have been able to get in contact with someone who currently is in school for my interests and it has truly been amazing for the help that was done. Jon is a great guy and he knows what he is doing, most of my friend would be say the same and recommend him. Thank you Jon!

Heather Brennan Mayfield is an exceptional financial advisor whose warm and approachable demeanor truly sets him apart. He creates an environment where clients feel comfortable and heard, effortlessly making complex financial concepts easy to understand. Alongside his deep industry knowledge and professionalism, it is Brennan’s genuine kindness and ability to connect with clients that truly make him stand out. He takes the time to understand each client’s unique needs and offers personalized advice with patience and care, ensuring clients feel both confident and supported in their financial decisions. I can confidently recommend him to anyone, and know they will be in the best hands with Brennan.

Bryan Smith Boone Wealth has been instrumental making retirement so much easier. They have been very good at answering any questions and providing answers that even a money novice like myself can understand. I highly recommend them if you value your own time and lack the expertise to manage your portfolio like I know Boone Wealth will.

Jay Bulworth Legalized loan sharks that will rip you off for the fun of it, run dont walk run from these people! !!

Tami Zanol Wenatchee branch is the best the tellers are friendly knows there jobs and are quick! Karen in New accounts is friendly quick to help you and listen to your needs and always has the right words and ideas to help guide you in the right direction!

Stephanie Flesher I cant thank Dan and Hugh enough for what they have done for my mom... After my dad past I was at a loss of how to help my mom in this area and they stepped right up and made my moms life so much easier.. They never pressured her and they spent countless hours helping her.. They are some of the nicest men I have ever met in a world that is eager to take advantage of people.. Thank you guys so much for taking care of my mom.. I am for ever grateful..