Latitude Wealth Management LLC - Kennewick (WA)

Karmn Fitzgerald I dont even know where to start they go above and beyond my expectations everytime I meet with them. They are very smart and always going far out for each client. There absolutely the best hands down!!!!

Phillip Burns Best Finnacial planer , he has kept me from Major Financial mistake Lets me know pit falls on Financial issues I would definitely recommend them

Kj Powers Recently new member to the bank and was transferring a car loan to them I went in and dealt with Mina she made the process simple, fast and continued to follow-up even when I left the bank! Stellar service and great follow through which is very hard to find these days highly recommend WSECU for your next bank to trust!

Tim King I liked best that I didnt have to do extra work learning what you do to do my taxes the right way. I gather the info, send it to you and its done before I know it. If you want someone who knows the ins and outs of taxes and who stands behind you than Erickson Wealth and Tax management is the best. And yes, I will suggest you to my friends.

Nae Nae Campbell Cheryl is the BEST insurance agent! Phil is awesome. Very speedy when getting back to you whether just for questions or quotes. I always enjoyed stopping by to say hello to the staff

Cari Ota Janice is amazing! She has been doing my taxes for the last 7 years with great patience and sound advice. Recently, she even helped us with a great recommendation when buying our first home that saved us a lot of money by alerting us to a local program that our loan officer didnt even know about!

Noah Anacker The founder Jonee has been my favorite person to work with over my 9 year business journey. Across all 6-7 business ventures, all my personal taxes, friends/family’s taxes, the successes and failures; Jonee has not only done the dirty work but has provided strategy, oversight, and pitfall prevention for my journey. As a business owner, ONLY focus on making the money; let her focus on making sure the money goes where it belongs(she’s a tax professional)!

s s Brett Turner and Andrew at American Family Insurance help me with all of my insurance needs. They provide insurance for: business, home, rentals, auto, umbrellas, farming, bonds and life. They are helpful, professional, and informative! They are always available to answer questions, and to find me the best policies and rates available!