Taxeo - Moses Lake (WA)

Jimmy Such a great program. They do so much

Deserea Verwey Dustin has been our financial advisor since we moved to WA a few years ago. I am so thankful that we were referred over as Dustin and Robyn are fantastic to work with. You feel like family and not just a client. I 100% would recommend Dustin to anyone looking for a new advisor!!

John Meerscheidt Beatrice helped us understand the financial aid process from proper allocation of assets, to evaluation of the expected costs of various educational institutions, and preparation of the aid application package. Because of Beatrices assistance, our two children will get through college with a reasonable amount of debt. It has also been a pleasure to work with Beatrice and Judy.

Lori Randall I have a savings account at the Gesa credit union in Moses Lake. Opened the account about a year ago. I have never had a problem with them, and i find the staff very friendly and helpful. So far I think theyre a great credit union.

Rocky Lancaster I have done my own trading for years although I am by no means wealthy but middle class. I researched for over 6 months many investment firms. I was skeptical to hand over the investing to someone else. I spent time interviewing each before choosing. I narrowed it down to two. A large well known firm from New York and Merriman was the hands down winner. I have found them to be very personable and family oriented and they have done me well. Their system is a well rounded approach to all aspects of your life to make it better for you.

Faye Krippner We enjoyed our first meeting with Donell. Personable, friendly, and is going the extra mile to make sure he is finding all the ways he can help.

Charity G I am in a tight spot selling a house moving and getting a divorce. I needed a line of credit to help me get by while my house sells. I applied online called the loan center and Blanca Reyes was so helpful, efficient and amazing to work with. Within 2 hours I was approved, signed and the line was available for use!