Monson Wealth Management - Kennewick (WA)

Laura Lee-Walrond Ive enjoyed 30 + years of excellent service, provided with heart & integrity...

paul williams I feel I can trust H@R Block. They are always professional, polite, make you feel that they care about you and will do all they can do for you. Their suggestions arealways in your best interest. Thank You

Scott Zaval The personnel that work there are great. The bank policy on your bank card if it gets scanned is miserable. I stopped at six places the day after payday and both bank cards were scanned and stupid charges came up. Response at first was great. Figured everything was set. Two days later I get my LCCU card. It has been over two weeks. There policy is they investigate the charges, make a determination, order you a different card number, 7 to 10 days for the bank to get your card, then you can get your card. Banner bank I could walk in Same day and get a replacement.

Tod Fiscus AGP has been an invaluable partner in assisting with the financial planning and wealth management of many of our business owner clients at Transition360 Business Brokerage. The culture at AGP compliments the complex needs for a robust one-stop-shop that supports managing a P&L while growing a nest egg. They proved themselves with our clients and have earned my personal business as well. Their service model is second to none. If you are looking for a strong financial partner who takes the time to understand your goals and your needs and has the depth to understand a business owners mentality, take the time to get to know Lindsay Cleal at AGP.

Adam Lang Kevin and his team saved our family $6,000 this year in health insurance premiums. Besides the premium savings, the policy they found has no deductible (only copays). Compare that to the $11,000 family deductible on the plan offered by my new employer (at $500 more per month), and you can see why I am proud to write this glowing, 5-star review for Kevin and Riverbend Insurance. Beyond the savings, Kevin was able to answer all of my questions and walk me through various scenarios (lots of doctor visits vs. few, specialists vs. regular visits, emergency care, etc.) in terms of plan and cost. Im the type of person who wants to understand all the details, which Im sure annoys many professionals. Kevin was incredibly patient and actually seemed happy that I wanted to have all our ducks in a row before pulling the trigger. I also had to follow up a few times after buying the policy to make sure I was clear on payment and policy number. His team answered the phone the first time I called and was able to answer my questions. Id recommend anyone who is looking for a better insurance rate to call Riverbend and let Kevin and his team do the work to find the best deal

don pulisevich I have been with this tax accountant company for many years they are in my opinion one of the best. They will make sure that you have your taxes prepared properly.

charity keplinger Geoff is great to work with and takes into account our fears and hopes for financial success and stability. He looks out for us first making sure our money works for us at every step of our financial ladder. We love that attention.