Heritage Wealth Advisors - Ameriprise Financial Services, LLC - Yakima (WA)

Jesse Allen James is great with planning and managing money. He really cares about his clients. I highly recommend working with James Shank and Edward Jones.

Lacey C Great customer service. I would highly recommend.

Jennifer Sorn Josh at Highstreet Insurance is exceptional! He’s genuinely kind and truly cares about you, your business, and your insurance goals. Working with our non-profit, he went above and beyond to tailor solutions to our unique needs. I highly recommend Josh and Highstreet Insurance for outstanding service!

Dean Uriarte Merrill Lynch is a terrible company. I am unable to access my account but all attempts to contact Merrill Lynch are futile. If you call “customer service “ you just go info an infinite hold que. Even though a recording tells you “the average hold time is X, it’s a lie, no one ever answers the phone. The recording will also tell you that they can call you back when it’s your turn. Also a lie. You cannot get help. This is a terrible company.

Ryann Prieser We are having Levi handle our daughter’s 529. As much as I am comfortable/even strangely excited about budgets, I knew I wasn’t very knowledgeable about investing. Levi has the heart of a teacher - I wanted to know why investing in a 529 was a good option, not just necessarily that I should. I love that he is quick to respond to any questions I have.

Rick McCollum RBC mishandled my retirement savings causing me to lose thousands. Even now an account held by them is frozen with no explaination or prediction of when it will become available.

Faye Krippner We enjoyed our first meeting with Donell. Personable, friendly, and is going the extra mile to make sure he is finding all the ways he can help.