Nancy E. Scott, CPA - Port Townsend (WA)

Ben Praetorian I have been a client of Edward Jones for 18 + years. Dan Cicu is the first financial advisor (FA) that has gone the extra mile for me. He listens and formulates strategies to help me obtain my financial goals for my family. I was going to take my business to a competitor due to my frustration with Edward Jones. Dan was able to restore my trust in Edward Jones and it is solely because of Dans hard work to help me to fully understand my investments and how to improve them that gave me the reason to give Edward Jones a second chance. If youre looking for an FA that has your interests and not Edward Jones interests, first, Dan is the person to form a relationship with. Dan will work hard for you and keep you in the loop as much as you want to be involved. Dan is the type of FA that will help you because if his integrity and honesty working for his clients.

Tana Anderson This review is long overdue! Marlene was my notary when I sold my home two years ago. She was one of the most professional, knowledgeable and friendly people I have ever met. I highly recommend her for any of the services that she provides!

Lark Urban Amazing. So communicative, working with Jim takes the guess work out of insurance and makes it even a positive experience.

Deborah Wakefield We’ve worked with Joe Gaudio for more than a decade. He’s made the complicated, sometimes stressful process of planning for retirement a lot easier. And he’s extremely generous with his time, spending however long it takes to thoroughly explain our investment options, as well as the benefits and risks. We appreciate that Joe understands our goals and takes every opportunity to ensure that we successfully achieve them.

Guru Nanak Express Inc. We have been using Sound Finance Corporation for more than 5 years now. Best factoring company we have used in our 18+ years of experience. Quick response, on time payment and very friendly staff.

Kasey McKillip I had a great experience with The Petricic and Phillips financial group. They were very knowledgeable and helpful in guiding me through my financial planning. They were able to answer all of my questions and provide me with a clear plan for my future. I felt like they really listened to my concerns and tailored their advice to my specific situation. Overall, I would definitely recommend Petricic and Phillips financial to anyone looking for financial guidance.

Yuna Kim Friendly staffs.

Ellen Mandeville If you need help with financial planning, THIS is the place to go. Kurt Anderson explained options so well, so knowledgeable, professional and honest. I couldn’t have been more satisfied and I highly recommend them.