First Command Financial Advisor - Weslan Rogers - Lakewood (WA)

Ben Praetorian I have been a client of Edward Jones for 18 + years. Dan Cicu is the first financial advisor (FA) that has gone the extra mile for me. He listens and formulates strategies to help me obtain my financial goals for my family. I was going to take my business to a competitor due to my frustration with Edward Jones. Dan was able to restore my trust in Edward Jones and it is solely because of Dans hard work to help me to fully understand my investments and how to improve them that gave me the reason to give Edward Jones a second chance. If youre looking for an FA that has your interests and not Edward Jones interests, first, Dan is the person to form a relationship with. Dan will work hard for you and keep you in the loop as much as you want to be involved. Dan is the type of FA that will help you because if his integrity and honesty working for his clients.

Jon McKnight This branch has helped us tremendously in the last two weeks with all types of banking, including estate accounts. The entire team and managers have helped us with guidance and professional Assistance with forms and phones calls to different departments with BOA as well. Great support for our family. Thank you!

Modica Jocelyn (Joce) I have zero issues with the company. Im able to run my security cameras, TV, 2 Nintendo switches, a PS5, and cell phones and laptop without hitting any hiccups or slowing. You get what you pay for and the people are always so nice.

Raphael lee Mrs Oliverio was professional and extremely knowledgeable. She was approachable down to earth and explained to me investing in a way I could easily understand. My family has invested with Mrs Oliverio for several years and we are extremely happy with our returns.

Lynn Taylor The team specifically Juan was very patient explaining how we could find home insurance on a home that was a family shared home .He explained what certain words meant in the coverage and gave good advice about how to change companies. We appreciated his advice and got our new coverage in just a few days.

Michael Whipple The team at Shepherd Financial has consistently provided reliable support whenever our firm has needed assistance. Their flexibility in adapting to our office standards and procedures has been invaluable. We appreciate their dedication and look forward to continuing our partnership for the foreseeable future.

Katie Egbert Tom is a great guy! He is very knowledgeable in his field, will charge you fairly and work relentlessly for your case. He is ethical and honest - two qualities you don’t always find with lawyers. I recommend him to anyone needing a trustworthy attorney.