The Pehl Group of Raymond James - Chehalis (WA)

Jen B This place has helped me for years! Such a blessing to have an organization that helps families in need. My experiences have been nothing but exceptional. Their office may be hard to find due to no signage outside. The receptionist lady was very polite like always. The gals that work there are very sweet. I have to give a shout to Kim. I have always had her do my appointment. She is super fast and very efficient with what she is able to do. I am so glad to know there are services out here when you need them.

mikel sam John Aronson, CFP is great! He actually cares about me and what I want, and I dont feel pushed to buy something that I dont want or need. He is genuine and authentic, and thats the kind of person I want on my team. Cant recommend John highly enough!

Ms. Corazon 2 years later...! I had a fantastic experience working with AFS overall. Jacqueline assisted me with closing out my debt management plan today, and I was able to thank her for all of the education and support that AFS provided over the past two years. I highly recommend working with this organization. ‐------- (original review below) Kathleen was an absolute godsend. She helped me come up with a budget, some very good solutions for controlling and preventing future debt, and to top it all wife, she humanized the conversation so that it felt like budgeting at a kitchen table with a Mom or a good friend. She is a fantastic communicator and works hard to help you understand the process so that it is streamlined and very positive. I highly recommend Kathleen to anyone who needs help digging themselves out of a bit of a financial mess, or just learning how to budget better and live better. She is so good at giving people hope!

Natasha Marlton This lady is an unorganized crook. I would never use her tax services.

Rachel Goodwin I have used 4 or so different advisors in the Portland area and Ben is by far the best. I feel like Ben genuinely wants to make me money. Super low fees for the work he puts in.

George Harvey The company previously known as Vestory has become Apella. Weve been happy Vestory clients for about 10 years and I wanted to paste my old Vestory review in to the new Apella Google Maps information. "Were retired now, but during our working years we read a lot of books and investment magazines, took a few seminars and talked to a number of investment advisors, commission sales brokers, and other interesting people that inhabit the investment world. We gradually educated ourselves (sometimes expensively) on the best way to invest, and thats why were at Vestory. Their fees are very low, they promote the classic "own the entire market inexpensively with index funds" philosophy that has been scientifically proven, its a fiduciary relationship and they never try to sell me anything. Theyre good people. We communicate frequently, they help us with important decisions, and I sleep well at night because I never have to worry about money. The service is excellent. Were very happy."