Rick Viall - Raymond James - Wenatchee (WA)

Tasha Pundyke We are appreciative to Harry for his service and support. Not sure what I did to our taxes this year, but it was not looking good for us and we made the decision to see if Harry could help us and he sure did!!! Mahalo so much!!!

Jennifer McCully Kathy is an exceptional branch manager. I always feel well-cared for whenever I come into this branch.

Ed Hensley My experience with Edward Jones has been very positive. They encouraged and supported my efforts to invest and save so that I now am enjoying a retirement that is sustainable. Thanks!

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.

Mike McIntyre Have used Pacific Grace for tax return prep assistance for three years (Kathy Jolly). Complicated circumstances year 1 was handled, as were the last two years, exceptionally well. Personable, professional with outstanding advice regarding future tax implications. Highly recommend.

KT Z Jackie is amazing! She goes above and beyond, is very prompt, knowledgeable and works diligently to get everything right. I highly recommend her!

Lee Williams What an amazing experience. Needed financial help and the workers here went to bat for us! They were able to get me approved for a loan and I couldnt be more thankful. Thank you to Lendmark Financial Service of Kennewick!!! You guys rock!