Find the Best 18 Finance services in Kennewick, WA (Part 2)

Nelson Uriel Very good

LINDA LAMPTON I am very happy with all the staff here at Morgan Stanley.

Ben Anderson Tyler is a great person to help you care for your financial future.

Nestor Chavez I recently had the pleasure of working with Adam Hoover from Country Financial while shopping for insurance rates due to some changes in my circumstances. Even though I am not currently a customer, I was incredibly impressed by the experience. Adam was exceptionally welcoming, knowledgeable, and passionate about the insurance products he offers. He provided a comprehensive range of quotes, and although they didn’t work out for me this time, the exceptional service I received is worth noting. I hope to return soon as a customer of Adam. Highly recommend!

Mike Hines We are more than pleased with this firm. Outstanding representation and value. My wife and I are so happy we made them our planners. I would happily recommend Cornerstone to anyone who is looking for help in their financial planning. If you are looking for a highly competent, professional, and friendly firm with outstanding integrity then look no further.

Trish Fl HFG Trust has been our financial advisor for many years. We have found everyone at HFG to be professional, knowledgeable, helpful and personable. The advisors take into account your income, lifestyle and future long term needs as they monitor and manage your accounts. Well prepared annual visits and quarterly reports keep us informed and any questions we have are addressed quickly. HFG is an excellent business to work with.

Lee Williams What an amazing experience. Needed financial help and the workers here went to bat for us! They were able to get me approved for a loan and I couldnt be more thankful. Thank you to Lendmark Financial Service of Kennewick!!! You guys rock!

Roger Skaer Working with the amazing team at Pacific Crest Planning has been a very positive experience for me. I feel like Niles truly puts every effort into helping me in every way. They treat me like family, and the general vibe in the office is very warm and welcoming. I definitely recommend considering the team at Pacific Crest for anyone who is looking for some professional, experienced guidance on finance, investments, and planning for the future. Regards, Roger

Mark Winters I would NOT recommend investing with 3 Rivers Financial Group. From previous interactions I have had with them it is my opinion that they do not have your best interest in mind. Working with them has been a nightmare since we had a family member pass away. They made things more difficult for us then it needed to be to get information and then made us feel bad about choosing a different financial advising firm. One of their office employees told us they had spent a lot of time working on the account and expressed displeasure over our decision to move the funds because they had essentially wasted their time on us. Not ideal when we are grieving the loss of a family member. I would recommend you to consider moving funds away from them if they currently manage your portfolio and to stay away if you are considering them. - Mark W.

Connie Cornwell If you want honesty and someone who genuinely cares in helping you with your financials, this is the place to go. Very knowledgeable and trustworthy.

Lauri Page We love dealing with Carson. He is always able to answer our questions and keeps us informed about our financial goals. We highly recommend him!

Rick McCollum RBC mishandled my retirement savings causing me to lose thousands. Even now an account held by them is frozen with no explaination or prediction of when it will become available.