First Command Financial Advisor - Kelley Conley, RICP® - Anacortes (WA)

Gail Lengel I spoke with the owner (forgot his name ) about Lower car insurance and homeowners rates. He went over my policies and advised that it would be better to stay with my existing company. I was very impressed with his courtesy and taking time to explain the latest insurance rate costs and reasons. I did not change from my existing company. His honesty and time spent with was greatly appreciated. I would give him more stars rating If possible. Debbis D Lengel Sr

Amanda Wolff Tristan is an amazing financial advisor. I had no idea what to do in order to plan for retirement and I thought I had waited too long to be able to start planning. After meeting with him, I feel so comfortable and reassured that he has advised me in a way that I can trust and has set me up to be financially free. He is genuine, authentic, never tries to "sell" you on something that is not a trusted investment or path. He has been in his clients shoes and always advises what is best for them. He walks you through the process and explains everything, telling you pros and cons of each investment. I had so many concerns and questions and he answered them all. I am happy I found him and regardless of where life or jobs take me, I will continue with him for the next 20-30 years into retirement. I trust him, he listens without judgement and helps me create goals at a price point I can afford. He is honest and genuinely one of the coolest people I know. If you are hesitant to meet with a financial advisor, try scheduling with Tristan. I know he will be able to help you and anyone with their financial goals.

Shane Swiger Matt has done an exceptional job working with us on all of our insurance needs. Professional, punctual, and very personable.

Anthony Emerson Exceptional Service and Support from Country Financial! I cant say enough great things about Country Financial and the outstanding service provided by Jason and Michele. From the moment I reached out, they went above and beyond to ensure I had the best coverage tailored to my needs. Jason’s expertise and professionalism made the process seamless, providing clear explanations and thoughtful recommendations. Michele was equally fantastic, always responsive, kind, and willing to go the extra mile to assist with any questions or concerns. Its rare to find a team that combines such personalized care, professionalism, and genuine dedication to their clients. If youre looking for a company that truly values its customers, I highly recommend Country Financial—and especially Jason and Michele! Thank you both for making this such a great experience!

Heather Brennan Mayfield is an exceptional financial advisor whose warm and approachable demeanor truly sets him apart. He creates an environment where clients feel comfortable and heard, effortlessly making complex financial concepts easy to understand. Alongside his deep industry knowledge and professionalism, it is Brennan’s genuine kindness and ability to connect with clients that truly make him stand out. He takes the time to understand each client’s unique needs and offers personalized advice with patience and care, ensuring clients feel both confident and supported in their financial decisions. I can confidently recommend him to anyone, and know they will be in the best hands with Brennan.

Jim Fifield Very thorough and still faster than most others I’ve used. Prices are reasonable. I recommend them to my friends when asked who I use.

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.