Edward Jones Investments - Ephrata (WA)

Tod Fiscus AGP has been an invaluable partner in assisting with the financial planning and wealth management of many of our business owner clients at Transition360 Business Brokerage. The culture at AGP compliments the complex needs for a robust one-stop-shop that supports managing a P&L while growing a nest egg. They proved themselves with our clients and have earned my personal business as well. Their service model is second to none. If you are looking for a strong financial partner who takes the time to understand your goals and your needs and has the depth to understand a business owners mentality, take the time to get to know Lindsay Cleal at AGP.

Kyle J Cristian has went the extra mile countless times now for me when handling my coverages. Ive decided to put all my policies in his hands including bringing my wife on board for our joint coverage after the recent wedding. If you want someone who truly cares about the individual - choose Cristian

James A. Loaris Jr. Your Tax Solution: Fast, Friendly, and Flawless! Rating: ⭐️⭐️⭐️⭐️⭐️ Look no further – Ive found the absolute best place to have your taxes done, and its an experience worth raving about! This hidden gem combines speed, friendliness, expertise, and respect, creating a seamless and stress-free tax preparation process. From the moment you walk in, the staff exudes warmth and friendliness. They understand that tax season can be a stressful time for many, and they go above and beyond to make you feel welcome and comfortable. The atmosphere is relaxed, and youll instantly feel like youre in capable hands. What sets this place apart is the incredible efficiency without sacrificing an ounce of quality. The professionals here are not only speedy but also highly informed. They navigate the intricacies of the tax code with ease, ensuring that you receive every deduction and credit you deserve. Its a testament to their dedication to staying up-to-date on the latest tax regulations. I was particularly impressed by the straightforward and transparent approach. No confusing jargon or hidden fees – just honest and clear communication. The staff takes the time to explain every step of the process, ensuring that you understand your tax situation fully. Its refreshing to work with professionals who value transparency and respect your time. Respect is a key theme here. The team treats every client with the utmost respect, regardless of the complexity of their tax situation. They listen attentively, address concerns, and provide tailored solutions. Its evident that they value your business and are committed to building lasting relationships based on trust and mutual respect. In conclusion, if youre tired of the hassle and headache that often comes with tax season, look no further. This is not just a tax service; its a partner in your financial journey. Fast, friendly, informed, respectful, and straightforward – this place has it all. Trust me, you wont find a better place to have your taxes done. Its the gold standard in tax preparation, and once you experience it, youll wonder why you ever went anywhere else.

Linda Schrubbe Great people, Rory is awesome , very helpful, he is down to earth and really smart.

David Gillett I switched from Horizon to GranCo about a year ago. I am very glad I did, it has been an amazing transition. They are always extremely helpful and know what they are talking about, never once have I had an issue. Ive never dealt with the office in Ephrata in person, but over the phone they have been great! I have recommended this place to all my coworkers.