Latitude Wealth Management - Walla Walla (WA)

WellDressedLadd -_- Great

Jess the mess From 1 star to 5. Very easy and simple. Glad they got a new reps in their place. After my first experience a year ago I swore Id never go back that was terrible and confusing, rude!! (with one person let me be clear the staff was sweet). Ended up with an account I didnt sign for and 4 weeks of confusion. When mentioning this to close friends was told about new a new loan rep. And how everything was great. They spoke so well about how their expience was in the last 2 months.... I gave it a go. The process was so fast this time, no rude comments, everyone happy the big boss even came and introduced herself to see how everything was going "cindy". I drove home my new car today. With confidence. Thank you Jessica!!!

Jordan Story Cathy was incredibly helpful over the phone. Thank you!

Luke Andrewjeski Solid quality tax management.

LOU G Jim has been our financial advisor since our retirement in 2022. He has offered a wealth of information, listens to our needs and goals and provides honest feedback. He is forthright; sharing his opinions openly and transparently - exactly what we need in an advisor. Sincerely, Lou and Bill