Edward Jones - Financial Advisor: Teresa M Bryant, CFP®|AAMS®|CRPC™ - Port Orchard (WA)

Ruby Kahn Leanne is more than just a financial advisor and planner, she is a strategist, coach, and advocate all in one. What sets her apart is not just her knowledge, but her genuine care. She celebrates my milestones, checks in during uncertain times, and treats my financial future as if it were her own. During the summer of 2023 I found myself in the midst of the passing of my father, with no knowledge of the financial world to move forward. I felt truly lost, alone and quite scared. Leanne agreed to meet with me by recommendation and take me on as a client. She helped guide me through one of the toughest parts of my life. Whether it came to needing advice on how to move forward with certain legal financial processes or just to help draft a scary e-mail, she was there. Every step of the way. She never once made me feel uneducated, less-than, or unimportant. She has helped me achieve goals I never thought were possible. Because of her I was able to rebuild my terrible credit (which I thought Id be stuck with the rest of my life), purchase a home, and feel confident in my financial future. I know I am in good hands with Leanne, she has proved this time and time again. With Leanne on my side, I feel more confident in my future than ever before. Thanks to her, I now have the knowledge and tools to make sound financial decisions in my life with confidence. Whatever you are going through, whichever stage of life you are in, I whole heartedly recommend Leanne as a trusted financial advisor and planner. Shes amazing.

Maggie Schwartzenberger They have helped me out when I was so desperately in need and had no one to help me. God bless everyone that works here!

Orlando Santos Mark Brewer is an amazing asset to the company. I received a call from him this evening - yes, you heard me right… I’m complimenting the debt collector! I have received numerous calls from this agency before and all the agents say is “ Is “MY NAME available?” once I reply asking what they needed… all they say is “It’s a personal matter that came across our desk, if you are MY NAME I need the last four of your social”. To which I usually (sarcastically) say that I would feel more comfortable with their name and last four of their social for a personal matter on my end before I give them mine - because you better have something better than “my name and a personal matter” before you go asking about my social. Well Mark was much more profesional and polite, he didn’t ask for my social I identified myself by name as I have never hid from debt collectors and since he called my number looking for someone by my name and I identified as such person he was able to at least tell me the company that originally held the debt - once I knew that piece of information… I knew it was legitimate and gladly gave Mark more identifying info he needed and all the details about my situation. People like Mark Brewer, that are professionals, that give respect and dignity to others, have a great attitude and show empathy towards others, do the the company they represent proud and should be valued and not taken for granted. It’s the first time ever I’ve been compelled to review and take the time to praise someone calling to ask for money, but if anyone deserved it, it was Mark.