ePersonal Financial - East Wenatchee (WA)

Lilly Saucier This is my first time with someone to help me with my bookkeeping and it’s the best decision I’ve made in a long time. I mainly work with Megan, but her entire team is so helpful and kind- I am so happy!! She is prompt, precise, and very detail oriented, which I really appreciate. It was kind of a lot on my end to hand everything over- just labor wise and mentally haha- but the only thing I would change is trying to find Megan sooner. 12/10 experience

C. S. Mike Vaughn was referred to my college-age son by his grandmother. He was very responsive to and knowledgeable about my sons questions regarding his first-ever tax (personal and business) return, his online business, and college financial aid implications. He also didnt charge an arm and a leg for his valuable service. We would highly recommend Mike to any business owner and working college student.

amber white Joe has been extremely helpful with mine and my husbands insurance needs, helping us find the best policies for home and vehicles.

Liz Murphy This Edward Jones team has been more than helpful over the years. I believe they truly have worked in my best interest. I highly recommend this professional, but very caring office.

KT Z Jackie is amazing! She goes above and beyond, is very prompt, knowledgeable and works diligently to get everything right. I highly recommend her!

Matt Graupner Sean is extremely knowledgeable and excellent to work with, highly recommend N.W.I.A.!!