Prouty Tammera L - Mount Vernon (WA)

Taylor Grove Extremely educational, friendly and personable!!!

Lisa M Chad and Monica are the absolute best! Chad had done a wonderful job with our portfolio and explained our financial options Monica is a perfect fit for new retirees

Zanthe Justin did an incredible job transferring 6 policies to a new State for us. He was superior in communicating the details of the new policies and always upbeat. He also returned phone calls and answered questions promptly. Fantastic service start to finish.

Jordan Page Windora Bradburn is a God-send. Through a clerical error on my end, I unknowingly owed 6 months of penalties that she got completely abated!!! She is a fighter for her clients and is extremely easy to work with. Very knowledgeable, and highly recommended!!!

Beth diodene Love Edward Jones

Meg Gittins I love this place. Caring,friendly and helpful, every time. Their loan center is not super slick,however this local office is great. Melissa seems to go above and beyond when ever I need help with something.

Eve Henrichsen We dont recommend this firm. We used them for about 5 years for our retirement accounts as a young couple starting out and we kept getting passed off to different financial planners. I guess they werent too interested in smaller accounts. I feel like we got burned by them because A.They were on Dave Ramseys recommended provider list (the reason we chose them) and didnt stick to his qualifications and ideals and B. They took 5% of all the money we put in at the beginning and then years later, suddenly decided they were going to take another annual percentage on top of that if we wanted to continue to get any actual personal management on our accounts and financial consulting. So basically, wed pay twice for the investments we had already put in. Good deal for them, bad deal for us. The investments were fine, but the service and cost of products are why I am giving a low rating.