Epic Private Wealth - Richland (WA)

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

Jason Phone Kathy was incredible to work with. Her attention to detail and communication skills kept everything flowing smoothly. Its nice to know that when youre making big life decisions, that youre lender has your back. I would not hesitate to recommend her to anyone. Thank you Kathy!

Krystle Shoop I’ve been loaning through one main for some time now and I’ve always received the quickest and greatest service! I really appreciate all you guys have done over the years!

Marline Lujan Cheryl and Sherry helped me purchase the correct insurance for my needs. I really appreciate their professional thoughtfulness.

Elizabeth Cruz Johnson Bixby, and especially our financial advisor Kim Baker CFP, have profitably managed our financial portfolio for over 10 years. While it’s been a successful professional relationship, it’s also become a valued personal relationship. Kim has come alongside the stages of our family from elementary school to college to semi-retirement. Together we’ve weathered job changes and moves. From the start Kim listened to us and respected the risk level that was acceptable to us. Her financial advice was always backed up with sound judgment that she explained well. Truly, Kim was a pleasure to work with. We wish Kim and her family all the best as she enters well-deserved retirement! Thank you Kim for your years of service to our family.

Marcus Perez Ms. Cassie was AMAZING!! She was kind and knowledgeable and it genuinely felt that she had my best interest in mind when planning out my future investments. Would not recommend anyone except her for investment advice.