Keywords: Financial edward jones financial advisor: tracy h aalvik wa

Edward Jones - Financial Advisor: Tracy H Aalvik - Longview (WA)

Address: 🏡 950 12th Ave #150, Longview, WA 98632, USA
Phone : +1 (360) 762-6011
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJeyaQMvFtlFQRSqe74qXZx7Q
#Washington

Farmers Insurance - Gerald Lael - Ellensburg

Patricia Mae Farmers Insurance with Gerald Lael was able to insure my Mobile Home in a prompt and courteous manner. Thank You so much for your Service and Support!
5 /5

Edward Jones - Financial Advisor: Luke S Mize, CFP® - Burlington

Gary Helm Edward Jones are always professional and helpful. They have been our financial advisor for many years.
5 /5

Pomona Wealth Management - Kennewick

Dennis Bigness Kevin is a trusted partner that provides institutional level insights & strategies in a very personal, high touch relationship.
5 /5

Davis Insurance & Real Estate Agency Inc - South Bend

Nae Nae Campbell Cheryl is the BEST insurance agent! Phil is awesome. Very speedy when getting back to you whether just for questions or quotes. I always enjoyed stopping by to say hello to the staff
5 /5

Sagemoor Financial - Raymond James - Kennewick

Connie Cornwell If you want honesty and someone who genuinely cares in helping you with your financials, this is the place to go. Very knowledgeable and trustworthy.
5 /5

Edward Jones - Financial Advisor: Shelly R Ganje - Everett

Monica Lowe After realizing that a place like Fidelity was for-profit (they dont work FOR you, they work to make their own money!), I was looking for a fiduciary to manage my investments properly. Shelley was super friendly, helpful, and explained everything so I understood. In her care, mine, my husbands, and my mothers IRAs have grown substantially, even through the ups and downs of the last couple of years. Yes, a fiduciary costs more, but as a company that is legally bound to work in my best interests, I still have made more on my investments than I did in over 5 years with Fidelity. And with my mother now living off her IRA, the ability to do an automatic payment every month has been such a time and energy saver. I love the future planning, as well - now we have a clear vision of what we need to retire, and Ive even gotten informational calls when theres been upheaval in the market. Shelley and Ryan have been nothing but wonderful, and I have every confidence in them (and we arent huge investors, but I never felt like our little bit was less worthy of attention from her office. I appreciate that!)
5 /5