Edward Jones - Financial Advisor: Warren D Phillips - Arlington (WA)

Tami Zanol Wenatchee branch is the best the tellers are friendly knows there jobs and are quick! Karen in New accounts is friendly quick to help you and listen to your needs and always has the right words and ideas to help guide you in the right direction!

Jaynie Gouveia Great People who care so much, donate time and attention to those in need. Ive helped and accepted help from here. Great resource for the community food helps. Also out back, they have another group run a community garden.

Rhonda Brau I have been with Troy for a year now thanks to my son seeking out a fiduciary and fee-only advisor. I live out of state so was reluctant to switch but found Troy to be up to date with my state’s laws. During our initial meeting Troy reviewed my portfolio and with much review and discussion over the following months, we are putting together a portfolio that I am comfortable with. Being in retirement, there is much to consider and know I am getting sound advice. Troy is very knowledgeable, honest, reliable, detail orientated and caring financial planner. I highly recommend Troy!

Nancy Peterson I love working with Kimberly at Beacon Pointe Seattle. I feel like my investments are in very good hands. She understands my goals, provides useful updates, answers all my questions, and is incredibly personable - it’s a pleasure to connect with her at our quarterly meetings. I highly recommend Beacon Pointe and Kimberly in particular.

Jeff Capeloto I have been working with Anju for several years now and followed her to Chief Financial Partners as she is the only one I want working with me on my taxes as she does a fantastic job. Anju is very knowledgeable, totally understands her craft, is friendly and truly cares about you. I have moved from a more traditional return to a more complex one and Anju has taken the time to help me understand the changes and process. If you are looking for someone to do your taxes, Anju is the person you are looking for. Thank you, Anju, it has been and is a pleasure working with you...

Mark Winters I would NOT recommend investing with 3 Rivers Financial Group. From previous interactions I have had with them it is my opinion that they do not have your best interest in mind. Working with them has been a nightmare since we had a family member pass away. They made things more difficult for us then it needed to be to get information and then made us feel bad about choosing a different financial advising firm. One of their office employees told us they had spent a lot of time working on the account and expressed displeasure over our decision to move the funds because they had essentially wasted their time on us. Not ideal when we are grieving the loss of a family member. I would recommend you to consider moving funds away from them if they currently manage your portfolio and to stay away if you are considering them. - Mark W.

kat91175 We met Joe through Dave Ramsey smartvestor pro search. He truly has a heart of a teacher and has his clients best interest in mind. Investing can be super confusing and complex. He simplifies everything so regular people can understand it. We have been with him for years. I always feel better about our financial situation after meeting with him.