Top 15 Financial Advisors in Richland, WA

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.

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!!

Sam S We have been going to Jason with Country Financial for a while now and are very happy! Jason takes care of all of our insurance needs and questions and makes things easy to understand. He’s always very responsive, friendly and professional!

Audrey Rock Gretchen was extremely helpful and knowledgeable and was able to answer all of my insurance questions. She was responsive and got us a great deal! She shopped around to several carriers to “insure” (pun intended) that we got the very best rate possible. She also made sure that we weren’t paying for any options that we don’t need. We aren’t over insured or under insured. Highly recommend.

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.

Joshua Meyer Ryan Wingfield is an outstanding insurance agent—personable, professional, and genuinely looking out for his clients. He’s always attentive and quick to respond, but what really sets him apart is his initiative. One time, without me even asking, he reached out just to let me know about a way to save money on my policy. That kind of service is rare. I highly recommend Ryan if you’re looking for someone who actually cares about your coverage and your budget.

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..

Anne Neuberger Great financial advisor and staff is very helpful and competent.

Stephanie Plesha Al was incredibly knowledgeable, thoughtful and kind when we met to discuss commercial insurance. He gave me excellent advice on the coverage my business may need and won’t need. I’d recommend his services to anyone who’s looking for insurance options.

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

Terran Alexander Kriss is the perfect person to trust your investments with! Always professional and confident about picking the right strategy for you.

Linda Page Aaron Russell has guided me through some very choppy financial matters, with great skill and warm sensitivity. He and the Staff understand the complexity of investing in unstable markets, of protecting and growing their Clients asset accounts no matter what the Market conditions. I highly recommend Aaron as Financial Planner!

Shane Swiger Matt has done an exceptional job working with us on all of our insurance needs. Professional, punctual, and very personable.