Edward Jones - Financial Advisor: Theodor J Pechthalt - Bellingham (WA)

Caren Roberts Dan is wonderful to work with. He is authentic in the way he cares about me and truly wants me to do well with my finances. I am retiring this year and he is taking me through the steps one at a time, willing to write letters, make calls and has even offered to go with me to the Social Security office! He treats me like family and I really feel that way. Times are tough money-wise but with him leading the way, I feel confident and secure about my future and that is gold!

Stephanie Patrick Mike and I worked with a client for the past 2 years or so. It was difficult to get him to pull the trigger. He didnt want to be in a multiple offer situation but because of his price point and type of home its been in very high demand. Because Mike was able to close in 21 days, we finally won and we got them a fantastic home! Mike was very communicative throughout the process and I appreciated his knowledge and expertise. Thank you Mike, a job well done!

John Meerscheidt Beatrice helped us understand the financial aid process from proper allocation of assets, to evaluation of the expected costs of various educational institutions, and preparation of the aid application package. Because of Beatrices assistance, our two children will get through college with a reasonable amount of debt. It has also been a pleasure to work with Beatrice and Judy.