washington Date: 09-25-2025

Top 15 Financial Advisors in Yakima, WA

	Financial Advisor	Address
1	♠ Edward Jones - Financial Advisor: Max Staples, CFP®\|AAMS®	3904 Terrace Heights Dr Suite B, Yakima, WA 98901
2	♠ Evergreen Financial Services Inc	1214 N 16th Ave, Yakima, WA 98902
3	♠ OneMain Financial	102 N Fair Ave #104, Yakima, WA 98901
4	♠ Roger Kinder - Private Wealth Advisor, Ameriprise Financial Services, LLC	1101 Summitview Ave, Yakima, WA 98902
5	♠ Edward Jones - Financial Advisor: Gailon L Gentry, AAMS®	5615A Summitview Ave, Yakima, WA 98908
6	♠ Edward Jones - Financial Advisor: Scott D Holt, CFP®\|AAMS®	4001 Summitview Ave Suite 23, Yakima, WA 98908
7	♠ Edward Jones - Financial Advisor: Aubrey Holwegner	2301 W Nob Hill Blvd Ste 4, Yakima, WA 98902
8	♠ Rogers Financial Group	3901 Kern Rd Suite 100, Yakima, WA 98902
9	♠ Integrity Wealth Advisors	1450 N 16th Ave #100, Yakima, WA 98902
10	♠ Edward Jones - Financial Advisor: Jorrell J Meyer, AAMS®	6802 Tieton Dr Ste 104, Yakima, WA 98908
11	♠ Edward Jones - Financial Advisor: Anders D Clark	4710 Summitview Ave #102, Yakima, WA 98908
12	♠ Kinder & Associates - Ameriprise Financial Services, Inc.	1101 Summitview Ave, Yakima, WA 98902
13	♠ Cas Schell - COUNTRY Financial Representative	5627 Summitview Ave, Yakima, WA 98908
14	♠ Coastal Pacific Financial Services	3502 Summitview Ave, Yakima, WA 98902
15	♠ BH Financial Coaching Services	112 S 3rd St #1902, Yakima, WA 98907

1.Edward Jones - Financial Advisor: Max Staples, CFP®|AAMS®

Address: 3904 Terrace Heights Dr Suite B, Yakima, WA 98901

images Edward Jones - Financial Advisor: Max Staples, CFP®|AAMS®

(7) user ratings total:

Jim Lee Max gave my 18 year old son a Financial 101 seminar, instructing him on the importance of starting to invest early as he explained the time value of money. Growing financial intelligence is a big part of what Max does. He is also honest and straight-forward....the kind of person who is easy to refer.

5 /5

2.Evergreen Financial Services Inc

Address: 1214 N 16th Ave, Yakima, WA 98902

(55) user ratings total:

John Clark I have had a pretty good experience with this agency. Have had so much stuff coming at me, it has been difficult to keep my obligations on time. But they have been nice and have tried to work with me. Don’t have much left to pay.

4 /5

3.OneMain Financial

Address: 102 N Fair Ave #104, Yakima, WA 98901

(43) user ratings total:

Garcia lio “Smokeysumo12” 2020 made a call to Onemain next day I had $12,000 in my checking account. These people help me in a time of great need. Thank you Onemain for being there and Ill keep u in mind.....

5 /5

4.Roger Kinder - Private Wealth Advisor, Ameriprise Financial Services, LLC

Address: 1101 Summitview Ave, Yakima, WA 98902

(4) user ratings total:

Tereica K Very personable, knowledgeable and dependable. We have been with Roger Kinder for many years.

5 /5

5.Edward Jones - Financial Advisor: Gailon L Gentry, AAMS®

Address: 5615A Summitview Ave, Yakima, WA 98908

(4) user ratings total:

Chrystal B Gailon,Paula, and their wonderful staff have been responsibly handling investments for 3 generations of my family, we are more than happy with them!! Friendly, efficient, informed.

5 /5

6.Edward Jones - Financial Advisor: Scott D Holt, CFP®|AAMS®

Address: 4001 Summitview Ave Suite 23, Yakima, WA 98908

(4) user ratings total:

dave church Scott has been our investment advisor for close to a decade. He has always been very easy to work with. Scott understands our investment goals and helps us achieve them. With his guidance, weve made money even in "bad" markets.

5 /5

7.Edward Jones - Financial Advisor: Aubrey Holwegner

Address: 2301 W Nob Hill Blvd Ste 4, Yakima, WA 98902

(3) user ratings total:

merci helvie Anytime, I have questions they answer them as quickly as possible. Wonderful people.

5 /5

8.Rogers Financial Group

Address: 3901 Kern Rd Suite 100, Yakima, WA 98902

9.Integrity Wealth Advisors

Address: 1450 N 16th Ave #100, Yakima, WA 98902

10.Edward Jones - Financial Advisor: Jorrell J Meyer, AAMS®

Address: 6802 Tieton Dr Ste 104, Yakima, WA 98908

(3) user ratings total:

Fred Thomson busy place sat in car and watched how many customwrswalmed in and out. We several in short time.

5 /5

11.Edward Jones - Financial Advisor: Anders D Clark

Address: 4710 Summitview Ave #102, Yakima, WA 98908

(3) user ratings total:

Sam Wells Anders is easy to work with and know his stuff extremely well. He is very transparent and you can tell he prioritizes clients. Highly recommend!

5 /5

12.Kinder & Associates - Ameriprise Financial Services, Inc.

Address: 1101 Summitview Ave, Yakima, WA 98902

images Kinder & Associates - Ameriprise Financial Services, Inc.

(2) user ratings total:

Lucia Saunders Exeptional service! Our financial life feels so Healthy after Kinder And Associates helped us get organized. I have been telling all my friends about them.

5 /5

13.Cas Schell - COUNTRY Financial Representative

Address: 5627 Summitview Ave, Yakima, WA 98908

(2) user ratings total:

Steve Long I appreciate Cas and Melanie. They have faithfully kept me up to date with coverage. I appreciate their professionalism.

5 /5

14.Coastal Pacific Financial Services

Address: 3502 Summitview Ave, Yakima, WA 98902

(2) user ratings total:

veronica garcia Luis Campos helped me, the gentleman abused me with the closing charges, he charged me a commission that I didnt use, it doesnt seem fair to me and also offering the seller to buy the house that he was helping me buy, saying that if I couldnt afford it, he could buy it, its unfair, Im poor with sacrifice, I get together to give the down payment. They give you a price and overnight it raised my price by $4,000 dollars, God knows who else he does the same to, get a second opinion

1 /5