Edward Jones - Financial Advisor: Shannon Day, ChFC® - Bellingham (WA)

Amanda This is the BEST branch ever! I have been with them for years and my parents for almost forty years before me and we’ve never had an issue. It’s always been an excellent experience and they’ve always gone above and beyond to help use get what we need. We will always choose them. You’d be crazy to go with anyone else.

Aleksey Sapozhnikov Shy and Art have done an outstanding job managing my family’s financial planning. They’ve gone above and beyond to assist us, navigating the complexities of transferring and consolidating our retirement accounts from previous employers with ease. Throughout the process, they kept me and my wife well-informed, communicating clearly at every step. It’s reassuring to work with an advisor who genuinely prioritizes our best interests. Art has a remarkable ability to explain insurance in a way that’s both understandable and insightful—something I never expected. They’re a top-notch team, and I’d confidently recommend them to anyone seeking financial guidance.

Helene Rayevich Jack and the team from Leverage Planners made me feel like part of the family right away. Their story about the snail, the hare and the turtle convinced me I want to be a turtle. They were extremely patient with me, gave me clear answers to my questions and let me know what I could expect every step of the way. I was hesitant in letting someone else manage my money but now I feel very confident knowing that my money will continue to grow and that Ill have guaranteed income when I retire.

askia evans I feel that it Financial has saved my family. I feel like they were definitely knowledgeable on what was best for me in my household. They helped me to understand the value in need of having Life Insurance. . I couldn’t be any happier with this decision.