Tilia Fiduciary Partners, Inc. - Wenatchee (WA)

Jaynie Gouveia Great People who care so much, donate time and attention to those in need. Ive helped and accepted help from here. Great resource for the community food helps. Also out back, they have another group run a community garden.

Trudy Gaytan Always a pleasure to meet with Dave about my finances. Ive been retired for over 4 years and I can depend on him for staying up to date on tax laws and keeping me informed.

Christine Lancia Chris is passionate about his clients and brings a wealth of knowledge, experience, and wisdom to the table. Chris and his team provide a friendly, personally tailored experience that makes working with them (and your accounts) enjoyable and rewarding. Chris was my first financial advisor and Ive been a FC client since 2015. After a relocation, I sought Chris out when FC transferred my accounts to a different advisor who was not meeting my expectations. He took the time to receive my account and even pursued an Ohio state licensure to maintain me as a client. He’s been most helpful with managing my retirement accounts when I changed careers. I’m quite pleased with the service and advice Chris and his team provides. Just give him a call and set up a meeting to see what he’s all about.

Kevin Floyd Great place with people who really care about their clients!

Gus Woods I have been with Edward Jones for 2 decades and most of that has been with Schelley. I have ZERO complaints. She is honest, transparent and a pleasure to work with. The front desk ladies are great as well.

Earl Lewis (Earl) Very knowledgeable and approachable about investing. Great group of people!

Vince Cross All I can say is you will be very happy you made this choice when you leave. All around great guy.