Walla Walla University - College Place (WA)

Deez 206 Angie was very professional and polite. The easiest loan process i have ever been through.

Jason Storm My wife and I have worked with Dean the last few years. He has managed our finances when it comes to planning for retirement and saving for college for our boys. We are very pleased on Dean’s strong financial knowledge. He’s beyond easy to work with and our finances have skyrocketed due to his financial decisions. We STRONGLY recommend for anyone to work with Dean Pownall. You will see your portfolio increase quickly.

Steve Watson Lily cook is an amazing and awesome person. She really cares for people she is the most loving person I have ever met. Out standing customer service. She has helped me alot we need more people like her. God bless my friend Lily.

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!

Eve Henrichsen We dont recommend this firm. We used them for about 5 years for our retirement accounts as a young couple starting out and we kept getting passed off to different financial planners. I guess they werent too interested in smaller accounts. I feel like we got burned by them because A.They were on Dave Ramseys recommended provider list (the reason we chose them) and didnt stick to his qualifications and ideals and B. They took 5% of all the money we put in at the beginning and then years later, suddenly decided they were going to take another annual percentage on top of that if we wanted to continue to get any actual personal management on our accounts and financial consulting. So basically, wed pay twice for the investments we had already put in. Good deal for them, bad deal for us. The investments were fine, but the service and cost of products are why I am giving a low rating.

Gayle Livingston Every visit lm met with a friendly greeting! All Associates have been very nice and helpful. Im really surprised their rating is only 3.8! I give them 5⭐s!

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