Financial Consultants in Wenatchee

“Al is professional, personal and responsive. He was right there for us when our previous financial advisor went out of business and we had to react quickly. Whether the markets are growing or contracting, we trust Al at EdwardJones to manage our retirement funds like they were his own.“

“Mina is fantastic, my partner and I both work with her in planning for our future. My mom and my brother work with her as well and I have a couple of friends that also work with her. She is amazing at what she does, has a huge heart and works really hard for the people that trust her with their financial goals. I cannot recommend her enough.“

“Knowledge, integrity, professionalism, and congeniality...this is simply the finest team of certified financial planners in the valley. We can not recommend them highly enough. Thank you Scott, Brad, Luke and Helen!“