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BestProsInTown

Financial Consultants in Wenatchee

Financial Consultants in Wenatchee picked by BestProsInTown

Edward Jones - Financial Advisor: Al Adan, AAMS®|CRPC™

Edward Jones - Financial Advisor: Al Adan, AAMS®|CRPC™

1556 North Wenatchee Avenue Unit C, Wenatchee

Fri 7:30AM - 1PM

5.0 3 reviews

“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.”

Cascade Wealth Advisors, Inc.

Cascade Wealth Advisors, Inc.

135 South Worthen Street Suite 300, Wenatchee

5.0 2 reviews

“I've had a great experience working with Scott, Brad, and Helen at Cascade Wealth Advisors. I really value that they're an independent, fee-only fiduciary, so I know their advice is unbiased and always focused on what's in their clients' best interests.

They've been knowledgeable, responsive, and easy to work with, and I truly appreciate their clear communication and guidance. I highly recommend Cascade Wealth Advisors!”

Edward Jones - Financial Advisor: Mina Gomez, CEPA®

Edward Jones - Financial Advisor: Mina Gomez, CEPA®

111 S Mission St, Wenatchee

Fri 7:30AM - 2:30PM

5.0 2 reviews

“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.”

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