MARSHALL & ASSOCIATES - Ameriprise Financial Services, LLC - Yakima (WA)

Lexi Jo The ladies that run this office are extremely knowledgeable and helpful

Davis Campbell Ive had a very positive experience with this company. Mark Boyer made the entire process simple and hassle-free for me. He communicates promptly and possesses a wealth of knowledge. He was able to explain the complexities of investing in a way I could easily understand. Plus, he went out of his way to help me out when I needed something done quickly. Highly recommend!

Aleksey Sapozhnikov Shy and Art have done an outstanding job managing my family’s financial planning. They’ve gone above and beyond to assist us, navigating the complexities of transferring and consolidating our retirement accounts from previous employers with ease. Throughout the process, they kept me and my wife well-informed, communicating clearly at every step. It’s reassuring to work with an advisor who genuinely prioritizes our best interests. Art has a remarkable ability to explain insurance in a way that’s both understandable and insightful—something I never expected. They’re a top-notch team, and I’d confidently recommend them to anyone seeking financial guidance.

Stephanie Plesha Al was incredibly knowledgeable, thoughtful and kind when we met to discuss commercial insurance. He gave me excellent advice on the coverage my business may need and won’t need. I’d recommend his services to anyone who’s looking for insurance options.

Neil I have had fantastic, professional, personable service at this credit union branch. The manager and entire team have always been so helpful and friendly here and you are all appreciated.

Monica Lowe After realizing that a place like Fidelity was for-profit (they dont work FOR you, they work to make their own money!), I was looking for a fiduciary to manage my investments properly. Shelley was super friendly, helpful, and explained everything so I understood. In her care, mine, my husbands, and my mothers IRAs have grown substantially, even through the ups and downs of the last couple of years. Yes, a fiduciary costs more, but as a company that is legally bound to work in my best interests, I still have made more on my investments than I did in over 5 years with Fidelity. And with my mother now living off her IRA, the ability to do an automatic payment every month has been such a time and energy saver. I love the future planning, as well - now we have a clear vision of what we need to retire, and Ive even gotten informational calls when theres been upheaval in the market. Shelley and Ryan have been nothing but wonderful, and I have every confidence in them (and we arent huge investors, but I never felt like our little bit was less worthy of attention from her office. I appreciate that!)