Edward Jones - Financial Advisor: Taylor M Aitken - Marysville (WA)

Mrk Snchz Communication is excellent. We used another firm & really didnt know why they did & didnt do certain things. Not the case here. We knew exactly why we couldnt use money put into a certain investment as a write-off. While that really stinks, at least we understood why. More importantly, he explained what we needed to do with it for next years taxes to get the biggest return. And he was less expensive than the firm we used the year prior

Thomas McKenzie What an awful company. They locked me out of my account for no apparent reason 10 minutes before they closed on Saturday, put me on hold when I called, and then just closed!!! I cant email a complaint because I have to log in to do that. Of course, theyre not open on Sunday.

Lilly Saucier This is my first time with someone to help me with my bookkeeping and it’s the best decision I’ve made in a long time. I mainly work with Megan, but her entire team is so helpful and kind- I am so happy!! She is prompt, precise, and very detail oriented, which I really appreciate. It was kind of a lot on my end to hand everything over- just labor wise and mentally haha- but the only thing I would change is trying to find Megan sooner. 12/10 experience

Kaysee Stimac Joel is responsive to me and my clients!! I have used him multiple time and he has performed with not hiccups everytime!

C. S. Mike Vaughn was referred to my college-age son by his grandmother. He was very responsive to and knowledgeable about my sons questions regarding his first-ever tax (personal and business) return, his online business, and college financial aid implications. He also didnt charge an arm and a leg for his valuable service. We would highly recommend Mike to any business owner and working college student.

Ms. Corazon 2 years later...! I had a fantastic experience working with AFS overall. Jacqueline assisted me with closing out my debt management plan today, and I was able to thank her for all of the education and support that AFS provided over the past two years. I highly recommend working with this organization. ‐------- (original review below) Kathleen was an absolute godsend. She helped me come up with a budget, some very good solutions for controlling and preventing future debt, and to top it all wife, she humanized the conversation so that it felt like budgeting at a kitchen table with a Mom or a good friend. She is a fantastic communicator and works hard to help you understand the process so that it is streamlined and very positive. I highly recommend Kathleen to anyone who needs help digging themselves out of a bit of a financial mess, or just learning how to budget better and live better. She is so good at giving people hope!