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Epic Trust Investment Advisors LLC - Richland (WA)

Address: 🏡 1305 Fowler St #2c, Richland, WA 99352, USA
Phone : +1 (509) 591-0014
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ2VL0nBx7mFQRoAPGbo9qH3E
#Washington

Edward Jones - Financial Advisor: Danielle L Rivers, CFP®|AAMS® - Port Angeles

p griff I have never before written a business review, but Danielle Rivers definitely deserves my praise. Over a number of years, she has consistently guided my financial decisions in a professional and friendly manner. Professionally, she is bright and clear in her explanations of my options. She listens first, which is very important. She pays attention. She follows through. She continues to improve her own command of her profession. Personally, she is kind and understanding and someone this conservative and cautious person has learned to trust. I am happy to recommend her as a valued financial advisor and lovely human being.
5 /5

Fairway Independent Mortgage Corporation - Kent

Salish Cruiser Terrific experience with Caleb Smith at Fairway Mortgage. Great communication throughout the entire process. Very knowledgeable and helpful with options that met my needs. Recommended very highly.
5 /5

Sound Credit Union Everett - Everett

Brenda Hales I have banked with Sound Credit Union for over a year. In the short amount of time I have been with Sound CU I have experienced absolutely the best service. They are knowledgably, friendly, and have structured my account to fit my needs. By far the best customer relations I have experienced with any bank!
5 /5

Mint Valley Federal Credit Union - Longview

Oliver Ortiz Wait, wait wait can I get 20s funny video on YouTube Mint Valley is the great I used it on my YouTube channel. @AviationStar123.
5 /5

Edward Jones - Financial Advisor: Scott D Holt, CFP®|AAMS® - Yakima

dave church Scott has been our investment advisor for close to a decade. He has always been very easy to work with. Scott understands our investment goals and helps us achieve them. With his guidance, weve made money even in "bad" markets.
5 /5

Peninsula Credit Union - Port Orchard

Carol Johnson PCU proactively contacted me when they saw an issue with my account. Trena was sooo helpful and saved me time and money? Thanks Trena and PCU.
5 /5

WaFd Bank - Puyallup

Ronda Madlock We started a relationship with southhill puyallup, wa branch in 2019, we are always greeted by name and they all stop to chat. They even helped with bonds We were struggling with. All round awesome Ladys.
5 /5

US Cash Advance - Kent

Tammy Parker The installment loan service I utilized provided me with flexible repayment options and competitive rates, making it easy to manage my finances. Their efficient process and helpful customer support made it a smooth experience, & I would highly recommend them to anyone in need of installment loans.
5 /5

Crafted Finance - Seattle

Toby vanRoojen Worked with Joe for years with great success. Honest earnest advice I can trust.
5 /5