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9AM - 5PM
520 Kirkland Way Suite 201, Kirkland8AM - 4:30PM
520 6th St South, Kirkland“Great people with great hearts who really help. We appreciate everything they have helped our family with over the years!“
9AM - 5PM
11900 NE 1st St Suite 300, Bellevue“High level advisor who continues to provide up to dated information on my portfolio and retirement plan. Excellent service“
9AM - 5PM
10801 Main St #201, Bellevue“Amazing team. Can't say enough about the knowledge and peace of mind they give you.“
8:30AM - 5:30PM
11808 Northup Way STE 100, Bellevue“They offer very personal investment advice based on your wishes and needs. They make sure that they understand you and they LISTEN to you.“
8AM - 5PM
1201 3rd Ave #2200, Seattle“we recently worked with sam kirby from the creative money team and i can easily say it’s one of the best things we could’ve done for our future. during our strategy session, she walked us through how our retirement will look and gave us really helpful action items that’ll help us reach our short term goals. she took the time to patiently explain any financial concepts and terms we did not understand. we’ve reached out to her a few times after our session with additional questions and sam has been super responsive and insightful. we feel better prepared to tackle our finances thanks to sam. we will (and have already!) recommended her and the creative money team to our friends!“
8AM - 5PM
450 Alaskan Way S, Seattle“Pacific Portfolio Trust Company listens, and explains things in a way I understand, and helps me make decisions I feel good about. I can appreciate the fact that they’ve been named to Barron’s Top 100 Independent Advisors several times as well.“
8AM - 6PM
11400 SE 8th St #460, Bellevue“Ross and his professional team have helped me prepare to reach my retirement goals without any undue pressure. They have patiently worked with me and have steered me to a path that will allow me to have financial independence in the coming years. They are always very responsive and provide me with excellent and relevant information, both directly and via their blog.“
9AM - 3PM
6100 219th St SW Ste. 480, Mountlake Terrace“Scott was wonderful to work with. He was very good at explaining the products to me. I would use his service again.“
8AM - 4:30PM
626 120th Ave NE Suite B102, Bellevue“Felicia Fly is a rock star. If I could give her 10 stars I would. My wife and I work with her on our retirement investments. She went above and beyond to help us select the correct investment accounts. Very professional and personable. Thank you!“
7:30AM - 4:30PM
1479 158th Pl NE, Bellevue“Responsive and friendly staff, and a good place to park your portfolio and let them take care of your investment.“
9AM - 5PM
6912 220th St SW Suite 100, Mountlake Terrace“Ana Morales is the sweetest. She goes above and beyond to help you. She is very respectful and professional.“
9AM - 5:30PM
1400 112th Ave SE #218, Bellevue“非常专业的一家美国资产管理配置公司，是帮您打理在美国资产的首选公司。“
7:30AM - 4:30PM
U.S. Bank Centre, 1420 5th Ave, Seattle“Badgley Phelps is a fantastic financial planning and wealth management firm. They are great listeners and advisors and very knowledgeable about market conditions, and the importance of building a diverse portfolio of winning investments that have provided excellent returns for us.“
“We’ve been really pleased with the always prompt response and believing in their integrity“
8:30AM - 5PM
10900 NE 4th St Unit 2300, Bellevue“Brian Decker is at the top of his game, and makes investing with him easy and very profitable!“
“Received detailed and helpful explanation of the State Income Controlled Rent Housing Program from both Allie and Sarah which was invaluable since the Leasing Agent at the property told me it was a HUD program! They are both in the Multifamily Compliance Division there.“
9AM - 5PM
601 Union St #2500, Seattle“Jordan Graham is the best! He offered the best Tax efficiency and business account advise for our newer SEO Kirkland agency we created at no monthly charges. At first we were skeptical that we were going to have to pay a lot but Jordan only gets paid when we profit.“
8AM - 4PM
925 4th Ave Suite 3600, Seattle“Would like to thank Marianne Li for helping me navigate the nuances of self-managed vs. robo-advised vs. actively managed accounts for my assets. There are a lot of considerations and she was able to thoroughly explain and provide the resources needed for me to make an informed decision.Ask for Marianne when you are there“
“Great people, Rory is awesome , very helpful, he is down to earth and really smart.“
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“Amy and the team at Prevail Wealth are consummate professionals. They are extremely thoughtful, reliable, and nimble. We are continually impressed with their performance and diligent guidance -“