Keywords: establishment,finance,point_of_interest

Financial Strategies - Longview (WA)

Address: 🏡 1516 Hudson St # 202, Longview, WA 98632
Phone : +1 (360) 425-0100

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJEwC6pY5slFQRooCmMrO_QoM

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    • Opsahl Dawson (formerly Futcher Group) - Kelso
    Mike Weyer: I was with Chace and Spurgeon for many years, then when they merged with Futcher group, I came over with them. Probably 25 or more years of being their client. Imagine my surprise when I got a letter at the start of the year informing me they were firing me, because I wasnt a big enough fish. So much for loyalty. I cant complain about their service when I was important to them. They will probably do a good job for you, at least until they dont need your business anymore
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    Susan M: Terry Grambo is unprofessional, and does not know what she is doing. She is not trustworthy. Thus why I transferred my accounts and refuses to fix her errors.,
    Edward Jones - Financial Advisor: Mike Wachtendorf, CFP®|AAMS® - Longview
    F. Tyler Burnet: Mike and Kris are wonderful, kind, communicative, and trustworthy. They have been handling my family’s funding for years now and have certainly earned my trust—while earning us great returns.
    Red Canoe Credit Union - Kelso
    Odette Moronez: I went in for the first time at the Allen Street Red Canoe. The girls were friendly and Jessica was very helpful and answered a few of my questions . I hope you enjoy the pictures! I appreciate the banking services at Red Canoe. Staff members are helpful and the main office has a coin counter at no cost to members.
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    Edward Jones - Financial Advisor: Nick Lemiere, CFP® - Longview
    Elisabeth Allen: Nick is knowledgeable, gives sound advise, makes himself available, and contributes to the community! And, his Assistant, Nicole, is a gem. Keeps things in order!
    Edward Jones - Financial Advisor: Ryan Littlefield - Longview
    Sophia Spencer - Private Wealth Advisor, Ameriprise Financial Services, LLC - Longview
    Edward Jones - Financial Advisor: Roy D Gawlick, CFP® - Longview
    Zach Metzger: Fantastic and knowledgeable service. I have had Roy as a financial adviser for several months now, and highly recommend his services. Roy works to meet your goals, educate you on options, and does his utmost to make necessary paperwork easy.
    Edward Jones - Financial Advisor: Ron Horn, AAMS® - Longview
    susan Mourning: Ron Horn is a self motivated and well educated Financial Advisor who maintains positive, friendly and professional relations with his clientele. You couldnt ask for a better person to look after your financial needs. He has been in the business for years and is damn good at it.
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