LPL Financial - East Wenatchee (WA)

omendoza 4 Marina and the staff were very helpful and kind they went out of their way to make sure my needs were met thank you once again

Nathan Braaten Fast friendly service! Always ready to take care of account needs.

Alexandra Asbury Aric and Marty are extremely knowledgeable and compassionate about helping others with their retirement planning. They helped me secure my investment accounts so that I can rest easy knowing that I will be able to have enough retirement resources for a safe and comfortable retirement. Their information dinner presentations were informative, concise and professional. Thank you for being so generous and supportive!

Vince Cross All I can say is you will be very happy you made this choice when you leave. All around great guy.

Matthew Reynolds Although I didnt wind up becoming a client (at least not yet), I want to publicly thank Lindsey and her team for their advice and referrals. My experience here as a prospective client has been solidly positive.

Jason Schiffner This was my very first bank. After receiving my first pay check I drove until I found the first bank and this was it. So I opened an account. But I was always happy with them.

Tim F Spencer is an exceptional wealth manager who truly understands his clients financial goals. He provides tailored advice, keeps me informed of market trends, and proactively adjusts my portfolio for optimal growth. His clear communication and dedication make the process seamless and stress-free. I highly recommend him to anyone seeking a knowledgeable and trustworthy advisor.

George Harvey The company previously known as Vestory has become Apella. Weve been happy Vestory clients for about 10 years and I wanted to paste my old Vestory review in to the new Apella Google Maps information. "Were retired now, but during our working years we read a lot of books and investment magazines, took a few seminars and talked to a number of investment advisors, commission sales brokers, and other interesting people that inhabit the investment world. We gradually educated ourselves (sometimes expensively) on the best way to invest, and thats why were at Vestory. Their fees are very low, they promote the classic "own the entire market inexpensively with index funds" philosophy that has been scientifically proven, its a fiduciary relationship and they never try to sell me anything. Theyre good people. We communicate frequently, they help us with important decisions, and I sleep well at night because I never have to worry about money. The service is excellent. Were very happy."