Edward Jones - Financial Advisor: Joshua M Helpenstell, CFP® - Arlington (WA)

Kurtis Johnson Daniel is very knowledgeable and had good customer relations! He is very good at having you look at the longer term investments and keeping his eye on market changes and adjusting accordingly

Ashlie Donohue Weve been banking with them a little over a year now... we love this branch, everyone is always so welcoming and friendly. I had issues with my online banking app, and they took the time to figure it out, and got it working before I left. The management is knowledgeable and professional. The staff remembers us when we walk in which is important because it makes customers feel more comfortable and that they matter. Thank you Marysville branch

Wesley Kalitovic Kim was an invaluable part of my wifes and my home buying and loan process. Shes both pragmatic and optimistic, she didnt pull punches or make lofty promises, instead she did everything in her power to get us qualified for the loan we needed to get a home that is everything we could have asked for. Kim was incredibly informative and helped us with the tools we needed, she went way above and beyond what I ever thought a Loan Originator would do. She was always available for questions and new situations that came up, she truly took care of us. Im both impressed and oh so grateful by and for everything. Ill be referring everyone I know to her when they and looking to buy a home.

Chelsea Douglas Love this branch! There are several banks closer to me but heritage is perfect for my small local business needs so I made the drive. No extra fees and the tellers are always kind and fast

Dior Ella More Interest-ing Than Your Typical Bank! If you think all financial institutions are the same, you havent been to this credit union! Let me tell you, this place puts the fun in funds. I came in expecting the usual yawn-fest and based off of Google review and boy was I wrong. From the moment I stepped through the door, it was clear they’re not just saving accounts, pun intended! They’re saving me from the mediocrity of banking. Chase greeted us. She’s more delightful than a 0% interest rate [and trust me, that’s saying something!]. Every transaction was smoother than a freshly printed bill. Let’s just say, they didn’t just check the boxes, they cashed them in with flair! If you’re not banking here, you’re missing out on INTERESTing times. Five stars? Please. They deserve ten…compounded annually. THANK YOU TO RACHEL L. who helped us with the accounts and their referral program!

Will N Great folks who truly know their stuff!

Devin Drake The Best in the Business – Hands Down I never write reviews. But after decades of working with Kevin and his incredible team at Evergreen Home Loans, I feel compelled to share what an absolute gift they’ve been to me and my family. I’ve personally bought three homes through Kevin, and my parents have bought somewhere between 8 and 10. We’ve been with him for decades now, across multiple states (Washington and Arizona), and the experience has been nothing short of flawless every single time. Kevin is the kind of person you hope to find in any industry, but rarely do. He genuinely cares. He listens, he’s honest, and he goes above and beyond, every time. Whether it’s finding creative ways to get you into the home of your dreams or making sure you’re not overextending yourself financially, Kevin always puts people first. His integrity is unmatched. And his right hand, Natalie, is just as impressive, highly knowledgeable, ultra responsive, and incredibly kind. Together, they form the most dependable, communicative, and supportive team I’ve ever worked with. Kevin will literally bend over backwards for you. Day or night, if you have a question, an issue, a worry, he’s there. And he’ll stick with you until it’s resolved. He’s not just a loan officer. He’s an advocate, a problem solver, and someone you can trust without hesitation. I honestly feel indebted to Kevin, Natalie, and the entire team for what they’ve done for me, especially with my most recent home purchase. They’ve made what can be a stressful, overwhelming process feel smooth, safe, and even exciting. If you’re looking for someone who will have your back, get you the best deal, protect you from shady agents, secure the best loan rate, and treat you like family. Kevin is your guy. Period. Thank you, Kevin and Team Kevin. You are the definition of professionalism.

Duncans T Trey is a great financial advisor. He is always available by phone or in person.