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Edward Jones - Financial Advisor: Travis J Clifton, CFP® - Richland (WA)

Address: 🏡 1813 George Washington Way Suite 416, Richland, WA 99354, USA
Phone : +1 (509) 946-7625
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJfz4QdM96mFQRtzrYDxOYKjg
#Washington

John A Schram CFP - Spokane

Kathy Ziehnert Very caring, informative and helpful.
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Donna Corey Tax prep guy was top notch. So knowledgeable, meticulous and thorough.
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Josh Hartmann I thought I had my finances figured out but decided to take a meeting with Riley after a friend referred me over. Our first couple conversations were definitely eye opening! You really dont know what you dont know. I tend to get caught up in headlines around when to buy and sell so its nice having a professional who can manage my investments with a disciplined strategy and reliable index funds. I also was missing out on some big tax benefits that should help with saving for a home big time. Now Im regretting waiting this long to use a CFP but better late than never. I was as skeptical as anyone but trust me, take an initial appointment, youll only benefit.
5 /5