Investing in Yakima, WA

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4 locations found near Yakima

“I don't bank at WF, but I needed to get my mom's account closed after her unexpected passing. We met with Jose Valencia, who helped us through this difficult process. We are very thankful for his assistance!”

3 Average4 Reviews

“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, we've made money even in "bad" markets.”

5 Superb3 Reviews

“I have been working with Max Staples for a little over a year now. He is a wealth of knowledge and very patient. He takes time to educate his clients and helps you become an active participant in the process. I love how Max listens to what I have to say and understands what I am looking to gain and easily advises me to achieve my goals.
Whether you have years of experience with a financial advisor or you are just getting getting started Max will meet you where you are and guide you to the next level.
I highly recommend all to take advantage of his knowledge and sit down with Max before you make your next financial decision.”

0 Na7 Reviews
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