Edward Jones - Financial Advisor: Shelley Kennedy, CFP® - Richland (WA)

Addy Cook-Clare I have no clue what the negative review is about. Gracie was referred to me by a client who was raving about her due to the status of their investments. I had a wonderful experience with Gracie and staff. Very responsive, professional, and profitable. Would recommend Gracie to anyone who needs financial advice or investment expertise. Thank you so much!!

Christina Fielder Works very well to understand your situations is available when I need him, doesnt try to up-sell coverage and has a good understanding of the way real like works

Donovan Stull Extremely professional firm, and very nice people! We have a great business relationship together and I appreciate that level of concern Joel has for his business and staying on top of things.

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.