Avea Financial Planning, LLC - Richland (WA)

Josh Robbins I’ve been working with Julia Ward for a little while now, and overall it’s been a solid experience. She’s knowledgeable about the products she offers and has been helpful in answering my questions when I needed clarification. While there were a couple of minor delays early on, she followed through and made sure everything was taken care of in the end. If you’re looking for someone who knows the insurance landscape and can guide you through the basics with competence, Julia is a good choice.

Rebecca Sandford Its very unprofessional for someone to talk about other peoples personal business with their clients which is what Tara does and creates more problems for families that already have enough pain going on in their lives which Is not okay..

Linda Page Aaron Russell has guided me through some very choppy financial matters, with great skill and warm sensitivity. He and the Staff understand the complexity of investing in unstable markets, of protecting and growing their Clients asset accounts no matter what the Market conditions. I highly recommend Aaron as Financial Planner!