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

PJ R’man We have moved ALL our accounts--brokerage, retirement, HSA--to Schwab in the last few years. Most recently, we moved a brokerage account from E*Trade/Morgan Stanley. ETrade/MS was impossibly frustrating and has taken TWO WEEKS to give me my money (still pending) and charged two very large fees while they were at it, one from our existing account AND one from our NEW account with Schwab. Why two fees? Im sure ETrade/Morgan Stanley splits them in order to hide them since I only found them among the downloaded transactions I happened to capture before they locked me out and the description on one of them was just "Brokerage to brokerage fund transfer." NOT COOL. I called Schwab for help in figuring out what the other firm was doing and if it was really legal, and Schwab REFUNDED BOTH FEES to us! Amazing. Schwab has real people to help us by phone 24 hours a day, every day of the year--REAL HUMANS. They are extremely helpful and, dare I say, show compassion and ethics. What a concept. I cant say the same for ETrade / Morgan Stanley. So, to recap: I highly recommend Schwab and DO NOT RECOMMEND EVER E*Trade NOR MORGAN STANLEY for your money!

Amy Keach We worked together on a case and he was delight to work with.

Harold V Higgins Best credit union Ive ever been associated with. Its been a genuine pleasure communicating with both, very professional young Ladies. All of my questions were answered quickly, intelligently, and received exactly what I was seeking. I wouldnt hesitate to use Horizon Credit Union in the future..... H. V. Higgins

Deserea Verwey Dustin has been our financial advisor since we moved to WA a few years ago. I am so thankful that we were referred over as Dustin and Robyn are fantastic to work with. You feel like family and not just a client. I 100% would recommend Dustin to anyone looking for a new advisor!!

Paul Secrest Fantastic organization committed to helping small business owners, first-time homebuyers, and people facing the threat of foreclosure.

Marisa Sherfield Laurie H. was phenomenal. She was so personable and extremely helpful. We had to switch accounts because ours was compromised and she made it easy and painless. We appreciated her customer service and expedience. She was understanding and very polite.

Noah Anacker The founder Jonee has been my favorite person to work with over my 9 year business journey. Across all 6-7 business ventures, all my personal taxes, friends/family’s taxes, the successes and failures; Jonee has not only done the dirty work but has provided strategy, oversight, and pitfall prevention for my journey. As a business owner, ONLY focus on making the money; let her focus on making sure the money goes where it belongs(she’s a tax professional)!