washington Date: 11-15-2025

Find the Best 15 Finance services in Yakima, WA

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

	Banking & Credit	Address
1	Edward Jones - Financial Advisor: Max Staples, CFP®\|AAMS®	3904 Terrace Heights Dr Suite B, Yakima, WA 98901
2	Evergreen Financial Services Inc	1214 N 16th Ave, Yakima, WA 98902
3	WaFd Bank	4008 Summitview Ave Ste 102, Yakima, WA 98908
4	OneMain Financial	102 N Fair Ave #104, Yakima, WA 98901
5	Roger Kinder - Private Wealth Advisor, Ameriprise Financial Services, LLC	1101 Summitview Ave, Yakima, WA 98902
6	Edward Jones - Financial Advisor: Scott D Holt, CFP®\|AAMS®	4001 Summitview Ave Suite 23, Yakima, WA 98908
7	Edward Jones - Financial Advisor: Gailon L Gentry, AAMS®	5615A Summitview Ave, Yakima, WA 98908
8	Integrity Wealth Advisors	1450 N 16th Ave #100, Yakima, WA 98902
9	Rogers Financial Group	3901 Kern Rd Suite 100, Yakima, WA 98902
10	Edward Jones - Financial Advisor: Aubrey Holwegner	2301 W Nob Hill Blvd Ste 4, Yakima, WA 98902
11	Edward Jones - Financial Advisor: Anders D Clark	4710 Summitview Ave #102, Yakima, WA 98908
12	Edward Jones - Financial Advisor: Jorrell J Meyer, AAMS®	6802 Tieton Dr Ste 104, Yakima, WA 98908
13	Todd F. Homer, CMFC	1450 N 16th Ave #100, Yakima, WA 98902
14	Northwestern Mutual	117 E Yakima Ave, Yakima, WA 98901
15	Cas Schell - COUNTRY Financial Representative	5627 Summitview Ave, Yakima, WA 98908

1.Edward Jones - Financial Advisor: Max Staples, CFP®|AAMS®

Address: 3904 Terrace Heights Dr Suite B, Yakima, WA 98901

images Edward Jones - Financial Advisor: Max Staples, CFP®|AAMS®

(7) user ratings total:

Jim Lee Max gave my 18 year old son a Financial 101 seminar, instructing him on the importance of starting to invest early as he explained the time value of money. Growing financial intelligence is a big part of what Max does. He is also honest and straight-forward....the kind of person who is easy to refer.

5 /5

2.Evergreen Financial Services Inc

Address: 1214 N 16th Ave, Yakima, WA 98902

(55) user ratings total:

John Clark I have had a pretty good experience with this agency. Have had so much stuff coming at me, it has been difficult to keep my obligations on time. But they have been nice and have tried to work with me. Don’t have much left to pay.

4 /5

3.WaFd Bank

Address: 4008 Summitview Ave Ste 102, Yakima, WA 98908

(52) user ratings total:

Joseph Zadrozny Very friendly, I highly recommend this bank! I use to go to US bank, however US bank did not make me feel like a valuable customer the way WaFD bank makes me feel. No matter who you are, this bank will make you feel like a top priority customer.

5 /5

4.OneMain Financial

Address: 102 N Fair Ave #104, Yakima, WA 98901

(43) user ratings total:

Garcia lio “Smokeysumo12” 2020 made a call to Onemain next day I had $12,000 in my checking account. These people help me in a time of great need. Thank you Onemain for being there and Ill keep u in mind.....

5 /5

5.Roger Kinder - Private Wealth Advisor, Ameriprise Financial Services, LLC

Address: 1101 Summitview Ave, Yakima, WA 98902

(4) user ratings total:

Tereica K Very personable, knowledgeable and dependable. We have been with Roger Kinder for many years.

5 /5

6.Edward Jones - Financial Advisor: Scott D Holt, CFP®|AAMS®

Address: 4001 Summitview Ave Suite 23, Yakima, WA 98908

(4) user ratings total:

dave church Scott has been our investment advisor for close to a decade. He has always been very easy to work with. Scott understands our investment goals and helps us achieve them. With his guidance, weve made money even in "bad" markets.

5 /5

7.Edward Jones - Financial Advisor: Gailon L Gentry, AAMS®

Address: 5615A Summitview Ave, Yakima, WA 98908

(4) user ratings total:

Chrystal B Gailon,Paula, and their wonderful staff have been responsibly handling investments for 3 generations of my family, we are more than happy with them!! Friendly, efficient, informed.

5 /5

8.Integrity Wealth Advisors

Address: 1450 N 16th Ave #100, Yakima, WA 98902

9.Rogers Financial Group

Address: 3901 Kern Rd Suite 100, Yakima, WA 98902

10.Edward Jones - Financial Advisor: Aubrey Holwegner

Address: 2301 W Nob Hill Blvd Ste 4, Yakima, WA 98902

images Edward Jones - Financial Advisor: Aubrey Holwegner

(3) user ratings total:

merci helvie Anytime, I have questions they answer them as quickly as possible. Wonderful people.

5 /5

11.Edward Jones - Financial Advisor: Anders D Clark

Address: 4710 Summitview Ave #102, Yakima, WA 98908

(3) user ratings total:

Sam Wells Anders is easy to work with and know his stuff extremely well. He is very transparent and you can tell he prioritizes clients. Highly recommend!

5 /5

12.Edward Jones - Financial Advisor: Jorrell J Meyer, AAMS®

Address: 6802 Tieton Dr Ste 104, Yakima, WA 98908

(3) user ratings total:

Fred Thomson busy place sat in car and watched how many customwrswalmed in and out. We several in short time.

5 /5

13.Todd F. Homer, CMFC

Address: 1450 N 16th Ave #100, Yakima, WA 98902

(3) user ratings total:

Stuart McCurdy Todd has been our advisor for nearly 20 years. He is knowledgeable, flexible , and professional. He advised us in a manner that’s allowed me to retire comfortably.

5 /5

14.Northwestern Mutual

Address: 117 E Yakima Ave, Yakima, WA 98901

(2) user ratings total:

Luke Holmes Steven does a great job helping my wife and I invest towards our goals. He is friendly and answers any questions we have any is always willing to sit down with us when we need more explanations. If you are looking for someone to help you at any point in the Investment or insurance process I would highly recommend Steven.

5 /5