washington Date: 11-15-2025

Find the Best 15 Finance services in Shelton, WA

Explore the most finance services in in Shelton, WA. Compare customer reviews, locations, and services to find the right financial partner for your needs.

	Banking & Credit	Address
1	Wittenberg Michael D CPA	329 W Railroad Ave # 200, Shelton, WA 98584
2	Our Community Credit Union	2948 Olympic Hwy N, Shelton, WA 98584
3	Peninsula Credit Union	521 W Railroad Ave, Shelton, WA 98584
4	Edward Jones - Financial Advisor: Lori L Morgan, AAMS®	1717 Olympic Hwy N #100, Shelton, WA 98584
5	Edward Jones - Financial Advisor: Stefanie M Dantinne, AAMS®	821 W Railroad Ave Suite A, Shelton, WA 98584
6	Edward Jones - Financial Advisor: Eric R Thompson, CFP®	421 N 3rd St, Shelton, WA 98584
7	Edward Jones - Financial Advisor: Scott Davis, AAMS®	2026 Olympic Hwy N Ste 204, Shelton, WA 98584
8	Columbia Bank	2307 Olympic Hwy N, Shelton, WA 98584
9	Mason Health Patient Financial Advocates	221 Professional Way, Shelton, WA 98584
10	Edward Jones - Financial Advisor: Kamryn L Morgan	1717 Olympic Hwy N #100, Shelton, WA 98584
11	Edward Jones - Financial Advisor: Karen L Sullivan	1051 WA-3 Suite E, Shelton, WA 98584
12	Vander Wegen & Associates Inc PS	911 W Railroad Ave, Shelton, WA 98584
13	Edward Jones - Financial Advisor: Walker Stinson	421 N 3rd St, Shelton, WA 98584
14	Bradley Miller, Agent - New York Life	221 W Railroad Ave # E, Shelton, WA 98584
15	Pacific Asset Management	606 W Cota St, Shelton, WA 98584

1.Wittenberg Michael D CPA

Address: 329 W Railroad Ave # 200, Shelton, WA 98584

(7) user ratings total:

Jessica Fey Mike and the group at Wittenberg have always been quick to respond and extremely helpful. I am thankful to do business with such a friendly and caring team.

5 /5

2.Our Community Credit Union

Address: 2948 Olympic Hwy N, Shelton, WA 98584

(52) user ratings total:

Antoinette Longshore i always have a great experience at our shelton locations! my mom and i have been going through them for years! i had a great customer service experience with Alex MD (teller) today which motivated me to leave this review:) THANKS OCCU!

5 /5

3.Peninsula Credit Union

Address: 521 W Railroad Ave, Shelton, WA 98584

(42) user ratings total:

Keefer J Great Credit Union for banking & financial matters. Staff are great & very helpful. Clean open design & friendly staff. Very highly recommend.

5 /5

4.Edward Jones - Financial Advisor: Lori L Morgan, AAMS®

Address: 1717 Olympic Hwy N #100, Shelton, WA 98584

(2) user ratings total:

Tracy Mettier, Realtor On an amazing journey saving for my retirement with Lori who is patient and explains everything! Great adviser to have on your side!

5 /5

5.Edward Jones - Financial Advisor: Stefanie M Dantinne, AAMS®

Address: 821 W Railroad Ave Suite A, Shelton, WA 98584

(2) user ratings total:

Andrew Young Working with Stefanie has been great! She handled my rollover like a breeze. I feel confident that my account is in good hands. I like that she takes the time to explain things and answers all my questions!

5 /5

6.Edward Jones - Financial Advisor: Eric R Thompson, CFP®

Address: 421 N 3rd St, Shelton, WA 98584

(2) user ratings total:

A G This is a great office. They truly care about their clients and their community

5 /5

7.Edward Jones - Financial Advisor: Scott Davis, AAMS®

Address: 2026 Olympic Hwy N Ste 204, Shelton, WA 98584

(2) user ratings total:

Victrinia Ridgeway Getting a handwritten letter (a long one at that) from our financial advisor... along with a detailed retirement plan outline and other financial service assessments was pretty special. I have to say... getting to know him and his listening deeply to us is the most high-touch financial experience Ive had so far... and I trust him. Scott Davis from Edward Jones in Shelton is awesome. Eric and I drive an hour to see this man... hes pretty epic! Hes like having a finance guru and life coach all wrapped up in one.... and hes patient, and kind... a real treasure. I seriously cant remember the last time I got a handwritten letter from someone who wasnt my spouse/partner. lol Call him.

5 /5

8.Columbia Bank

Address: 2307 Olympic Hwy N, Shelton, WA 98584

images Columbia Bank

(14) user ratings total:

Tina Moon My husband and I have banked here almost 15 years, and have had several different types of accounts. This is the absolute best bank there is. The employees go above and beyond to help their customers and truly care about them. Jennifer is an incredible person. I highly recommend this bank.

5 /5

9.Mason Health Patient Financial Advocates

Address: 221 Professional Way, Shelton, WA 98584

(10) user ratings total:

Rosemary Bottai This was a very friendly and professional experience. Dr Wesson diagnosed the problem and set up a comprehensive follow up program. In just 2 days there is significant improvement in a condition that 2 other doctors misdiagnosed. Definitely happy!

5 /5