Private Wealth Management | U.S. Bank - Richland (WA)

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.

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..

Troy D People are welcome to hate collection agencies, but seriously Evergreen is as good as they get. They will work with you on payment plans, offer reduced prices when paying in full, and they follow the rules about aggressive collection tactics. If you owe money, dont be angry when someone contacts you for payment. Evergreen does NOT purchase debt, they collect on behalf of their clients, Being upset at the agency is basically punishing the messenger, but thats why the industry exists. Trying to get people to pay their debt is not much fun, but Evergreen does it with a

Melissa Knapp I’ve had the pleasure of knowing Anthony from Christensen King PC, and I can genuinely say he’s someone who brings professionalism, warmth, and a deep sense of integrity to everything he does. He’s thoughtful, incredibly knowledgeable, and always willing to offer helpful insight when needed. It’s clear that he cares deeply about the people he works with and holds himself to the highest standards. I truly appreciate his character and dedication.

Dina McRae Travis has been my advisor for ten years and is knowledgeable and skillful in my financial planning. He is also a caring and supportive human and all around good person who helps clients and his community. I highly recommend Travis.

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.