Edmonds, WA Financial Consultant

I've been trusting Juliana with my financial health for many years. She is always informed and reliable. She has my best interest in mind always. I value having her on m ... more

Ron Kukes is a wonderful man with heart for helping people with their investments.

I was dissatisfied with my rates of return at the previous company, but I transferred my accounts to Stephanie and they're doing so much better now!

I reached out to Chris for guidance on planning my early retirement. Enjoyed working with him as he is a very clear and honest communicator. Thanks Chris for the sound ad ... more

I first became acquainted with Dale and his team when I accompanied my father to his quarterly review meetings after my mother passed. I was impressed by the team's exper ... more

good personal service and pleasant atmosphere. The agent I worked with was very helpful and was able to resolve my issue effectively.