Epic Private Wealth - Richland (WA)

Laurence Larson Fortunately for me, when I became a SAM client, Ryan Walker became my client relationship manager. He has been outstanding. Over the course of the last 2 ½ years, I have posed many questions and sought his assistance and guidance frequently, and he has always been very professional and accessible, responding promptly and in a friendly manner, exercising patience whenever appropriate. He is also very organized. He initiates and encourages periodic meetings to review portfolio performance, the wealth plan he helped me develop, and other topics I wish to discuss. He always prepares an agenda for these meetings, makes certain that everything is covered, and follows through on any action items. Finally, he is relatable and very friendly so I feel free to approach him without hesitation.

Theresa Willard They have always gone above and beyond. The people are so awesome, and love to laugh. Ive never been made to feel ashamed. Thank you so much, God bless you all.

Sean Locke Trutinas team is fantastic! When my spouse and I were faced with large bill from a doctors visit due to insurance coverage claiming a preventative visit was Out-of-Network (when the provider was deemed In-Network prior to our visit) the insurance attempted to charge us with a maximal balance. Trutina was so helpful in speaking with the company and fighting for us in the end to ensure we were not charged the balance. We are so grateful for their follow through and cant recommend their honest business practice enough. Thank You Trutina Team!

Irie Adams you deserve every star in the entire universe!! Thank you so MUCH!!! saved my butt for sure, caring, compassionate, beautiful people you really saved me and I will never forget the kindness you showed me again and again!!! - J. Adams

Terri Moore Jeramey has managed my parents retirement accounts for many years. After seeing how well he managed their money, I moved my investments to him and have been very happy. I have found he and Sarah to always be very responsive and attentive to my needs and I feel assured during these volatile times that my assets are in good hands.

Marisue Harves This particular Edward Jones office is the tops! They have your back and help you navigate through your financial needs! They are always there for you. I strongly recommend this Edward Jones office!