Epic Trust Investment Advisors LLC - Richland (WA)

David Chalk Super agent for Country Insurance. Honest, kind and hardest working agent Ive ever meet. And he has a super office assistant.

Luke Holmes Steven does a great job helping my wife and I invest towards our goals. He is friendly and answers any questions we have any is always willing to sit down with us when we need more explanations. If you are looking for someone to help you at any point in the Investment or insurance process I would highly recommend Steven.

Arielle Zina What a thoughtful, hard working, diligent, kind, comprehensive and all around amazing Broker. Howie was so great to work with - he quarterbacked our property purchase since our realtor was not very engaged or helpful. We couldn’t have done this without him, and wouldn’t have wanted to. Howie stepped up to make sure we closed *incredibly* quickly, ensured we moved fast but still took time to explore all options and explain them to us. When issues arose, he was available to talk us through them and solution with us. We also got much more competitive rates with Howie than we would have with our credit union. All around, I highly recommend him !

Lena Adams It was great and friendly and quick I did not had to stay all day , thanks.

Kasey McKillip I had a great experience with The Petricic and Phillips financial group. They were very knowledgeable and helpful in guiding me through my financial planning. They were able to answer all of my questions and provide me with a clear plan for my future. I felt like they really listened to my concerns and tailored their advice to my specific situation. Overall, I would definitely recommend Petricic and Phillips financial to anyone looking for financial guidance.

Phillip Burns Best Finnacial planer , he has kept me from Major Financial mistake Lets me know pit falls on Financial issues I would definitely recommend them