Vertical Wealth - Vancouver (WA)

Ben Praetorian I have been a client of Edward Jones for 18 + years. Dan Cicu is the first financial advisor (FA) that has gone the extra mile for me. He listens and formulates strategies to help me obtain my financial goals for my family. I was going to take my business to a competitor due to my frustration with Edward Jones. Dan was able to restore my trust in Edward Jones and it is solely because of Dans hard work to help me to fully understand my investments and how to improve them that gave me the reason to give Edward Jones a second chance. If youre looking for an FA that has your interests and not Edward Jones interests, first, Dan is the person to form a relationship with. Dan will work hard for you and keep you in the loop as much as you want to be involved. Dan is the type of FA that will help you because if his integrity and honesty working for his clients.

Kyra Leanderson Wonderful gentleman, sat down and looked over everything with me. Seemed very knowledgeable. He realized I didnt need to refile and didnt charge me for his time. Greatly appreciated his help!

yohanapple Fast and easy loan. Glad I found these guys it was just what I was looking for. David was great to work with. Got my loan approved and funded directly in my bank account within about two hours and it could have been faster but I had to drive from Shelton.

Mason Beneke Spectacular business with Great people

Jacqualyn Gronemyer The people at this branch are awesome! I have my car loans through them and whenever I have questions or concerns they get me in fast and are extremely helpful. Ive had multiple gals help me and all of them are really kind, treat me like a real person and so helpful to my needs. The feel when you walk in is a great one too.

J Middleton Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Steph has this and more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.” – Kam Middleton CFP

Nolan Brandon Sasha is exceptionally detail-oriented and has been zealously focused on optimizing my financial plans. She does not accept the status quo and instead goes above and beyond to identify opportunities I never would have considered on my own. Her experience is especially valuable for active duty military as she understands our unique benefits and challenges. I highly recommend her as a financial advisor.

frank schmitt they are all over it and are thinking of things for my business that I never would have