Top 15 Financial Advisors in Kennewick, WA

Kimberly Christianson Nick Mercer and Piton Wealth have been instrumental in helping my husband and I get our financial affairs in order and set up for our future. We feel much more secure and ready for any unforeseen circumstances that could arise. Financial planning can be stressful and confusing but they made the process painless and always take the time to explain things in a way we can understand.

Adriana We have been with country financial for many years and Ana has been absolutely amazing, she has helped both my mom and me with our insurance needs, and every time, she goes above and beyond. She’s professional, knowledgeable, and always makes the entire process smooth and stress-free.

Andrew Paye Jay has been my financial advisor for 2 years. He is extremely hard working and someone you can trust. I would recommend him to my friends and family.

Dennis Bigness Kevin is a trusted partner that provides institutional level insights & strategies in a very personal, high touch relationship.

Brianna OKeefe Below was my original review....and while that review was true at the time it seem like they only care about NEW clients. I have been trying to get a hold of this branch for 2 months now with no answer back, I even went through the corporate office which sent a request for call back TWO WEEKS ago. Nothing. Once they get you to sign on the dotted line, they DO NOT CARE. I bet if I didnt make my payment they would care enough to call back. Getting the loan was quick and easy, everyone in the office was super friendly and knowledgeable. They were fast to work with. When I called with a question, they were so nice and got back to me the same day like they said. I would recommend them if you are in a difficult spot to try them out!

Reed Leisinger This is a Top Notch firm. Tom is awesome at serving his clients with professional service and has clients best practices and interests in mind. I highly recommend his office for financial needs to everyone. He is kind, thoughtful and very knowledgeable.

BRUCE CURET Blaine and his team have done a great job for us and they have performed well for the individuals that referred Petersen Hastings. They have great suggestions and support available without being pushy. I highly recommend to anyone wanting their investments in good hands.

Kelly Hutteball Amazing!

Kelsey Steele David was great to work with. From the start he was able to answer any questions we had and talked us through all of our options. He was very easy to reach and quick to respond. I would definitely recommend him to family and friends and if we need anything in the future will be reaching out to him again! Thanks David!

Anna Empey Our company has been using GFG Financial since they were Burt Tax with Nathan Burt. They have been great! Bi weekly, our payroll is completed by some fabulous people! Their team is always on top of my payroll mistakes, and fixes all our issues. I appreciate this company and completely trust the great people who work on our payroll and taxes.

Jennifer Sorn Josh at Highstreet Insurance is exceptional! He’s genuinely kind and truly cares about you, your business, and your insurance goals. Working with our non-profit, he went above and beyond to tailor solutions to our unique needs. I highly recommend Josh and Highstreet Insurance for outstanding service!

Ben Anderson Tyler is a great person to help you care for your financial future.

P W The greatest gift that Gabe has given me in these retirement years is peace of mind, for today and for the future. I’ve been a client in Seattle for almost 14 years, with no plans to change this relationship… ever. He has overseen and advised on investments, bank accounts, budgets and other financial/life decisions with understanding, honesty, patience and sincere caring. He’s quick to respond and has stuck with me in life’s tense moments, such as buying a house or making a life-changing plan. I’ve never felt like just another number in this professional relationship but someone whose life Gabe was genuinely interested in making better…not to make me financially rich but to free me to live in the manner I desire and to make the decisions I want to…which is riches indeed.

Tyler Gooch I have come to find in all the years ive lived, out of every pen i have added to my substantially gargantuan pen collection, i recently came in to your wealth manegment center looking for a good pen and i happend to come acrosed your maroon pen with gold accents and i just have to say that i am blown away with the quality of the pen, not to mention the strength of the spring, seeming to get better with every click. I also greatly appreciate the the motto on the left of the shirt clip that says "welcome to the Family". That is all, im off to go collect more pens, so i better get going. Chow

LINDA LAMPTON I am very happy with all the staff here at Morgan Stanley.