U.S. Bancorp Advisors - Financial Advisors: Aaron Jetton - Yakima (WA)

Roger and Julia Russell Great front office, all available, very relaxed atmosphere but very knowledgeable. We were in business for many years in another area. I am thankful to have them as our accountant firm.

Jay Bulworth Legalized loan sharks that will rip you off for the fun of it, run dont walk run from these people! !!

Zach Welch Professional and friendly folks. If you are looking for a holistic investment strategy you cant beat FP. Their fee is all they make. They are under no pressure to sell you anything.

Joyce & Lee Our son has not received a monthly financial statement from CFS who pays his bills on a monthly basis. This missing paperwork could cause my sons housing grant to be terminated. It is my understanding the Social Security Administration requires Protective Payee Organizations to provide monthly payment information to their clients.

Kim Main Working with Derek and his team has been one of the best financial decisions we’ve ever made. From day one, Derek has been incredibly communicative, friendly, and professional. He explains things clearly, listens to our goals, and builds smart strategies tailored to our needs. Thanks to Derek’s guidance, we’ve seen real growth in our finances — and the results have truly been life-changing. We were able to retire earlier than we ever expected. His entire staff is also top-notch — responsive, kind, and always willing to help. It feels like working with a team that genuinely cares about your success. Highly recommend Derek if you want someone knowledgeable, approachable, and effective on your financial team!