Shepard & Shepard Business Solutions

Epic Trust Investment Advisors is a client-focused, SEC registered investment advisory firm based in Richland, WA, dedicated to providing tailored financial planning and investment management services. With over 100 years of combined experience, their team emphasizes personalized, easy-to-understand strategies to help clients achieve their unique financial goals. The firm offers a range of services, including comprehensive financial planning, portfolio management, and customized business solutions for 401k plans. Epic Trust prides itself on delivering fiduciary advice and maintaining a client-first approach, ensuring that each investment decision aligns with the long-term success of their clients. Generated from the website

Neighborhood home loan lender for over 30 years, serving customers and real estate agents. Helping first-time homebuyers. Full range of affordable loan programs and low down payment options

Located in Kennewick, WA, Christine Woollard - Raymond James is a distinguished financial services firm offering a wide array of wealth management solutions. Specializing in tailored financial planning, investment strategies, and asset management, they cater to individuals, businesses, and municipalities alike. Through a blend of personalized attention and extensive industry expertise, they assist clients in achieving their unique financial objectives. With a focus on prudent risk management and a commitment to delivering objective-based solutions, Christine Woollard - Raymond James stands out for its dedication to helping clients navigate the complexities of the financial world. Their approach, rooted in detailed analysis and client-specific goals, ensures that each individual receives comprehensive financial guidance tailored to their needs. Emphasizing a community-oriented ethos alongside a global perspective, this financial services company remains a trusted partner in empowering clients to grow, protect, and transfer their financial resources effectively. Generated using this brand's available information