Waypoint Wealth Management, LPL Financial - Kennewick (WA)

Duncans T Trey is a great financial advisor. He is always available by phone or in person.

Frank Marinovich Excellent follow thru & advice

Mancuso Aldo We had a vehicle sales transactions to do at Sound Credit union , the buyer used Sound credit union! We were greeted by Lucia , she was smiling , helpful, and a delight to work with. Luchia was knowledgeable about our transaction and prepared. I told her i appreciate good customer service and told her Sound credit union is lucky to have her ! Thank you Luchia Keep up the great work! sincerely, Aldo and Niko

Franci Roberts They were so kind and helpful. We dropped off 5 cases of fresh plums and they were genuinely happy .

Trish West Awesome! Mike is great, highly recommended!

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."

Matt Cuellar Colleen has been an invaluable partner in helping Nicole and me plan for retirement and our long-term goals. Shes a thoughtful listener, deeply knowledgeable about the market, and consistently helps us stay focused on the big picture—even during turbulent times. Her follow-through is impeccable, her planning is thorough, and we rely on her insight for every major financial decision.

Krystle Shoop I’ve been loaning through one main for some time now and I’ve always received the quickest and greatest service! I really appreciate all you guys have done over the years!