
Office Information
Phone
(509) 965-1100Area Served
YakimaOffice Hours
Weekday | Availability |
---|---|
Monday | 8:00AM - 4:00PM |
Tuesday | 8:00AM - 4:00PM |
Wednesday | 8:00AM - 4:00PM |
Thursday | 8:00AM - 4:00PM |
Friday | 8:00AM - 2:00PM |
Saturday | Closed |
Sunday | Closed |
In today's complex financial world, building your wealth and strengthening your portfolio today can prepare you for a better financial future. Partnering with a trusted and skilled financial advisor can also help you better protect the success you've worked so hard to secure. We'll focus on your short- and long-term priorities, provide you access to key financial resources and tools, and develop a personalized wealth management strategy that aligns with your vision of where you'd like to be.
Associate Financial Advisor
CEPA®
Sr. Branch Office Administrator
FPQP®
Sr. Branch Office Administrator
FPQP®
Deciding to work with a financial advisor is a great first step toward a personal investing strategy.
Send a message to our team and we'll contact you to learn about your goals and answer any questions you have about our services.
Weekday | Availability |
---|---|
Monday | 8:00AM - 4:00PM |
Tuesday | 8:00AM - 4:00PM |
Wednesday | 8:00AM - 4:00PM |
Thursday | 8:00AM - 4:00PM |
Friday | 8:00AM - 2:00PM |
Saturday | Closed |
Sunday | Closed |