Waypoint Wealth Management, LPL Financial - Kennewick (WA)

Shawn Bell Kj

Laura Lee-Walrond Ive enjoyed 30 + years of excellent service, provided with heart & integrity...

Charlie Van liew Mandy is incredible. As a new business owner, my first year filing taxes was daunting and filled with anxiety and mystery. Mandy was reassuring and helpful at every stage and helped me understand my business from a tax standpoint. She gave me examples to help create my financial reports and itemized documentation I needed to submit for filing. I wholeheartedly recommend Pillar Rock and Mandy for all your personal and business Tax filing needs.

Cameron Brewer I just recently opened up an account and they have been great. Everyone there is super helpful and friendly. Great experience so far.

Rick Stidger Great corporation. Very professional.

Barbara Codjoe I first met Shipley as he was going door to door in our neighborhood. I admired his determination and grit. He was also very personable and easy to talk to. I gave him a chance about 3 or 4 months later. Id never worked with an advisor before. He made the process so easy and spoke so I could understand it all. And then we met his branch administrator, Mark. These two are a GREAT team. Shipleys energy is only matched by Mark. They make you feel like you matter and truly want to get to know you. We moved halfway across the country and I will not change my advisors. We still work with them living two time zones away. I would recommend to any one of them. Not only are they great people, they have truly helped to secure my financial future.

Mitched TimothyX Never had any problems. Compared to how crooked Chase is, Key is amazing

Josh Robbins I’ve been working with Julia Ward for a little while now, and overall it’s been a solid experience. She’s knowledgeable about the products she offers and has been helpful in answering my questions when I needed clarification. While there were a couple of minor delays early on, she followed through and made sure everything was taken care of in the end. If you’re looking for someone who knows the insurance landscape and can guide you through the basics with competence, Julia is a good choice.

Lucerito Cavazos Had such a great experience! Clark helped us with more than just our loan. He gave us great advice & made everything super easy for us.