Sagemoor Financial - Raymond James - Kennewick (WA)

Jesse Yearout Great service been WTH this bank for 20 yrs or more

donna evans Those of you looking for an honest and experienced insurance agent/advisor can do no better than Courtney Wilkinson. She has been my insurance agent for over 17 years and I have never bothered to do any comparisons to other insurance agents or other insurance companies because I am always more than satisfied with knowledge, recommendations, and service from both Courtney and Country Financial. I have had to make both auto and home insurance claims and I have nothing but praise for the way Courtney handled these claims in an understanding and knowledgeable manner. Courtneys assistant, Sammy, is also a great person to work with and has helped me with supreme efficiency. I could go on and on about Courtney and her office personnel but one phone call by any prospective customer will completely convince said customer that Courtney Wilkinsons Country Financial office is definitely the best place to take care of all insurance needs whether is is auto, home, life, or umbrella policies. Donna E.

Emily Financial advisor Samantha Darnell at this location *allegedly* recommended my husband take out a whole-life insurance policy from Liberty National, which is an incredibly poorly rated and often fraudulent company. Whole-life insurance in general is basically a scam (except in very specific instances), and there is NO REASON whatsoever that a young, healthy, single (at the time) person should have been encouraged to take out a 200k whole-life policy ON TOP OF his military death benefit and his SGLI supplemental term life insurance. Additionally, this plan was represented as having a disability pay out benefit, when in fact the contract shows that it does not have this benefit. So my husband has been paying $112 a month for an unnecessary policy. Edit: some additional thoughts now that first command has responded - OF COURSE over 1/2 of service members have whole life insurance, when its being pushed by first command. That makes sense. I actually spoke to a former employee of first command, who stated she was told by management to "make the math work" to show that people need whole life insurance. So those "gaps" theyre talking about - it kind of sounds to me like they create them. Additionally, I never said that whole life insurance is *always* a scam. Do your own research. But most people dont need it. And if first command tells you that you do, you honestly probably dont. Id recommend seeking out an independent financial advisor who isnt incentivized for selling. Lastly, Ive done some more research into the company the insurance was from (Liberty National) and it is widely regarded to be a pyramid scheme, as well as to be predatory and sell people on insurance they dont need. It may have a blah blah blah whatever score with the BBB, but it also has TONS of user complaints.

Melissa Knapp ⭐️⭐️⭐️⭐️⭐️ Working with Nathaniel Stevens has been an absolute game-changer. His professionalism, knowledge, and genuine care for his clients set him apart from any other financial advisor I’ve worked with. Nathaniel takes the time to really listen, understand goals, and then creates a clear, personalized plan that feels both approachable and achievable. What I appreciate most is his ability to explain complex financial strategies in a way that makes sense, giving me complete confidence in every decision. He is proactive, detail-oriented, and always a step ahead—keeping my financial future secure and on track. Nathaniel doesn’t just crunch numbers; he builds trust. His integrity, transparency, and commitment make it clear that he truly has his clients’ best interests at heart. I couldn’t recommend him more highly to anyone looking for a financial advisor who is not only brilliant at what he does, but also someone you can count on for the long run.

Tricia Albright Zander came to my class of AVID juniors to share a presentation on how young people can build wealth. He talked about setting short term savings goals as well as showing my students how just a $50 a month investment at their age could lead to a huge retirement fund. He was engaging and easy to follow. My students and I learned a great deal of valuable information.

John Ginn Jeffrey and Abby are great partners. Personal, proactive and incredibly responsive, they provide superior financial services to all their clients, and a solid anchor for long term planning.

Jim Lee Max gave my 18 year old son a Financial 101 seminar, instructing him on the importance of starting to invest early as he explained the time value of money. Growing financial intelligence is a big part of what Max does. He is also honest and straight-forward....the kind of person who is easy to refer.