Sent me to someone with no experience. Too busy to talk to me only talked to a secretary.read more

After coming from a terrible financial advisor in Ben Lamb from Edward Jones this was such a…read morerefreshing person to visit with and turn my investments over to for management. Whitney is knowledgeable, very transparent and will spend the time needed to ensure your confidence and understanding. Highly recommended.

My husband and were looking to work with a fee-only CFP in 2014. We ended up working with Jennifer…read moreand it was such a valuable process. We got married a few years ago and had a lot of questions--about retirement planning, taxes, how our home equity figured in, how much we should think about spending on renovations, and cash savings vs. market investing. She also helped us shape up our 401(k) allocations and think about our estate plan. Jennifer's a great teacher--she patiently led us through making more informed decisions and pointed out the things we weren't thinking about but should be. Now we feel like we're on the same page and we get how the pieces go together into the big picture, which is really reassuring. We also appreciated how transparent her fees were and felt the cost was really reasonable compared with other local CFPs we considered. We're really glad we found Jennifer and plan to continue working with her.

My wife and I have been getting advice from Jennifer for a year, and we really like her. She's been…read moresuper conscientious about answering questions I've emailed her between appointments, and she's held our hands as we've executed the plans she helped us develop--without any cajoling or intimating that we were being too cautious. She has a detailed questionnaire she gives you before you even meet for the first time, which lets her know from the outset about your money-managing history, and about your attitudes and aspirations with regard to risk and reward. We feel we've benefited from her help a lot, and have come to think of her as a friend. I can also say I shopped around before choosing her, and considered her rate comparatively cheap.

I just noticed, and to my surprise, that Janelle has no reviews. I say to my surprise because I've…read morehad her now for literally years. In 2020 my wife and I moved from Yelm to Sequim. I believe there are at least 4 or 5 Edward Jones here, I'm guessing it's because it's known as a retirement community, but I never thought but would I ever consider leaving Janelle. She is by far one of the most professional caring consultants I've ever had the pleasure to work with. She sat down with me in the beginning having dabbled with Scott Trade and was quite naive about everything and anything regarding investments. Having talked to a few consultants in the past, I just never had the trust nor confidence that they had my best interest in mind. Well Janelle handled me perfectly and all my scepticism. I trust Edward Jones with my life savings and you should too. However, if your down around the Yelm location and looking for or considering a financial advisor, I'd HIGHLY recommend reaching out to Janelle's office. She'll both answer all your questions in so-called laymen's terms but wash away any concerns or worries about moving forward with your investments. She's second to none.

Such an amazing team! They each take care of you and help you achieve your financial goals.read more

If you're looking for help building (or rebuilding) your financial future, look no further. Thru…read morethe recent crises our confidence in these folks has been verified by results that make it easy to recommend them to our friends and neighbors. Looking for an advisor who listens to your dreams and addresses your concerns? We found ours here.

Hard to believe that it's been over 2 years since our last meeting with MicKallyn, but we're still…read morebenefitting from what we learned and built together, and still using our tracking tools! What I appreciated most was her pace and meeting my wife and I exactly where we were financially. Like a great personal trainer, she got us moving our bodies, then into shape, and now we're power lifters! Thank you!

I had a Power Plan Session with MicKallyn earlier this week. I was not sure what to expect, but…read moresomeone I trust recommended her. I have a lot of anxiety around finances, and not only did she address that anxiety, she helped alleviate it. Coming out of our two hour session, I have tools to move forward with my budget and to manage my money better. She is very understanding and easy to talk to. Her methods are simple, but make a lot of sense. I am looking forward to starting her six month coaching class soon! If you are on the fence about a financial coach like I was, I urge you to take the plunge with MicKallyn. I was looking for a way forward with a financial issue I was having. She was able to not only give me guidance on the issue, she made me feel confident in my ability to change my habits.

Highly recommend Kevin and his team! Kevin was professional, knowledgeable and accommodating. He…read morehas been in the business for a bit and it showed! He had great advice and was supportive, patient and accommodating as my husband and I worked through what we want our future (immediate and long-term) to look like. He took the time to show us through models what several scenarios (i.e. one of us not working for a number of years, one of us retiring early, one of us making half the salary we're currently making, etc.) would look like and how that would impact us. Renee was also equally fantastic! She was also always professional and speedy in getting us information. And, she was always so polite when checking in with us on our outstanding items. If you are interested in having someone review your current portfolio and create an actionable plan to get you to retirement (or, any goal), I recommend this office!

From the owner: Byrne & Company Wealth Management, LLC is a Fee-Only firm dedicated to providing unbiased,…read moreindependent financial advice no matter your life stage. Our goal is to help you manage your wealth, plan for retirement, and preserve your hard-earned assets. We focus on understanding your financial circumstances in order to deliver tailored solutions. As an independent fee-only fiduciary, we act with undivided loyalty to the client. As your advocate, we’re committed to delivering tailored solutions with only your best interest in mind. We are compensated solely by our client, allowing us to provide competitive pricing and remove all conflicts of interest.

I had a brief conversation with David seeking advice on some inherited property. He was very clear…read morein his explanations and laid out my options for me. It was abundantly clear that he had my best interest at heart. Wouldn't hesitate to hire him for additional financial service needs.

I called David out of the blue to discuss a better approach to managing long term debt vis-a-vis…read moreretirement saving. While my needs aren't quite in line with David's central specialties (I'm also outside of his typical client age range), he was more than willing to have an honest and engaging conversation with me to help point me in the right direction. I could easily tell that David is a measured, articulate advisor even after only speaking with him briefly. I felt comfortable sharing information about my financial situation as well as my aspirations, and received the assurance I was looking for to make decisions I'd been struggling to make on my own. If you find yourself even unsure about whether or not you should reach out, hesitate no longer. You have nothing to lose and I'd wager a great deal to gain.

I have worked with Jason Gong at Lifelong Wealth Management for over 10 years. I've stayed with…read morehim because he takes a personal, data-based approach to managing my retirement portfolio. I appreciate that he takes the time to get to know me and my personal preferences so he knows how best to invest for me. He doesn't chase the latest money fad. Beyond money management, Jason has helped me with other financial advice like loan refinancing and retirement strategies. He responds quickly to my inquiries and makes me feel like I'm one of his top clients.

It is my utmost pleasure to recommend Jason Gong and the Lifelong Wealth Management Group as the…read morebest of the best! I am 73 years old and have been so fortunate to have met Jason at a Wealth Management Seminar about 5 years ago. I wish I had met him sooner as he has changed not only my financial outlook but made me realize how important the human-centered approach is. Jason will make himself available anytime I wish to speak with him on any matter! He is truly a very honest, sincere, caring person who will go out of his way to make sure no stone is unturned! I cannot say enough about Jason. He is totally amazing! Thank you Jason, you are awesome!!!! Sharlene