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Jana R Pasma - Associate Financial Advisor, Ameriprise Financial Services, LLC - Mount Vernon (WA)

Address: 🏡 300 S 1st St Ste B, Mount Vernon, WA 98273, USA
Phone : +1 (360) 336-3196
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJo6cBMxtvhVQR1Z6x8E4UxWk
#Washington
edward jones  financial advisor: travis j clifton cfp® wa

Edward Jones - Financial Advisor: Travis J Clifton, CFP® - Richland

Dina McRae Travis has been my advisor for ten years and is knowledgeable and skillful in my financial planning. He is also a caring and supportive human and all around good person who helps clients and his community. I highly recommend Travis.
5 /5

Clarity Bookkeeping Services - South Bend

Bret Childers When I went through divorce, I needed to hire a new bookkeeping service. Knowing Dori for a long time, I reached out to help get my business back on track. It was the best decision I could have made. She has not only got my company in order, but she has also made my job more streamlined and efficient. I cant thank Dori and her team enough!
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Skamania County Fairgrounds - Stevenson

Lottie Patten Lots of activities Spring. Grafting class. June. Blues & Brews. Music, drinks & food July. fire works, Blue Grass Festival August. Fair
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Stevenson Community Library - Stevenson

Jackie Heisinger What would I do without all you folks! This library and all who operate it are outstanding! Bless their hearts for their professionalism, understanding and super nice attitude! Very helpful with kindness. Hats off to you all and thank you!
5 /5

Leanne CFP - Spokane

Ruby Kahn Leanne is more than just a financial advisor and planner, she is a strategist, coach, and advocate all in one. What sets her apart is not just her knowledge, but her genuine care. She celebrates my milestones, checks in during uncertain times, and treats my financial future as if it were her own. During the summer of 2023 I found myself in the midst of the passing of my father, with no knowledge of the financial world to move forward. I felt truly lost, alone and quite scared. Leanne agreed to meet with me by recommendation and take me on as a client. She helped guide me through one of the toughest parts of my life. Whether it came to needing advice on how to move forward with certain legal financial processes or just to help draft a scary e-mail, she was there. Every step of the way. She never once made me feel uneducated, less-than, or unimportant. She has helped me achieve goals I never thought were possible. Because of her I was able to rebuild my terrible credit (which I thought Id be stuck with the rest of my life), purchase a home, and feel confident in my financial future. I know I am in good hands with Leanne, she has proved this time and time again. With Leanne on my side, I feel more confident in my future than ever before. Thanks to her, I now have the knowledge and tools to make sound financial decisions in my life with confidence. Whatever you are going through, whichever stage of life you are in, I whole heartedly recommend Leanne as a trusted financial advisor and planner. Shes amazing.
5 /5