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9AM - 5PM
10801 Main St #201, Bellevue“Amazing team. Can't say enough about the knowledge and peace of mind they give you.“
9AM - 2PM
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“
7AM - 4PM
11400 98th Ave NE # 301, Kirkland“John Buller is a very knowledgeable professional who understand the investment needs of his clients.“
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.“
9AM - 5PM
520 Kirkland Way Suite 201, Kirkland“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 -“
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.“
8AM - 4PM
11400 SE 8th St #460, Bellevue“My husband and I have been with Pacific Financial Advisors for a number of years. They are easy to work with and they are concerned with your financial future. They have been helpful and flexible during the pandemic The crew is very personal..“
8:30AM - 5PM
10900 NE 4th St Unit 2300, Bellevue“Brian is always very knowledgeable and does a fantastic job of explaining investments. We are very happy with the way he and his company are helping to handle our retirement funds. We appreciate him very much. It has made a world of difference in our retirement. Would highly recommend Decker Retirement Planning, Inc. to everyone.“
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!“
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。“
8AM - 5PM
617 Eastlake Ave E Suite 100, Seattle“Clear, concise answers to all of our retirement questions. Jason is a wealth of knowledge and super easy to work with.“
8AM - 3PM
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“
7:30AM - 4:30PM
U.S. Bank Centre, 1420 5th Ave, Seattle“The service is outstanding and the returns during a difficult market stands out among the rest! Thank you!“
“Great people, Rory is awesome , very helpful, he is down to earth and really smart.“
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.“
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“We’ve been really pleased with the always prompt response and believing in their integrity“