Best Financial Advisors in Yakima, WA

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“We offer the assistance you need to help in all of your insurance needs. Whether you are in the market for Home, Auto or Life Insurance, we have the expertise to make it a fast, easy, and enjoyable process.”

“The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helpi...”

“Professional, diligent and friendly, Scott keeps us on track with both our restaurant and limousine companies.”

“David and his team are great to work with!”

“If there's one thing certain about life – it's the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you've covered all the bases, life sometimes has a funny way of throwing you a curveball...”

“The review consisted of an initial educational meeting (45 pages of material in a binder including emphasis on William Bernstein's work re: Deep Risk and The Efficient Frontier) that introduced Troy's philosophy, followed by a second meeting to ensur...”

“I have used her services through many personal financial endeavors, such as opening a business, selling a business, buying and selling investment property, and even when I had to close a different business; through thick and thin, she and her staff h...”

“I would highly recommended Legacy Accounting to any business or individual looking for a personable, excellent team to assist in their financial service needs”

“I am excited to continue working with the team at Rowell for many years to come, thank you so much to Dawayne, Jacob, Emily, Whittney, Heather and Madison!”

“We told him how much coverage we thought we would need, he directed us to fill out an application, said he would review it and submit it to the life insurance companies and get us the lowest premium possible.”

“I had talked to several people before being referred to Charles and it was a breath of fresh air to speak to someone who really knew their stuff - put us at ease with our returns and yielded a great outcome.”