“High level advisor who continues to provide up to dated information on my portfolio and retirement plan. Excellent service“
“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..“
“Tyler is very knowledgeable. He helped us to organize our messy portfolio and consolidated our investments while decreasing the fees we were paying. He is always available to answer questions and support us in meeting our financial goals.“
8:30AM - 5:30PM
11808 Northup Way STE 100, Bellevue
Financial Planners
“They offer very personal investment advice based on your wishes and needs. They make sure that they understand you and they LISTEN to you.“
“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!“
“Outstanding service in every way. Thank you Amy for your guidance and understanding throughout the entire process. I am very confident in choosing Prevail and recommend their services to anyone looking to plan ahead and make the best decisions doing so.“
8:30AM - 4:30PM
925 4th Ave Suite 3600, Seattle
Financial Planners
“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“
“Had a fantastic experience working with their financial planners. Very down-to-earth, listened to priorities and needs of the client, and were thorough in their planning, documentations, and explanations. I'd highly recommend them as fee-only advisers to anyone in the Seattle area that doesn't want to waste their retirement dollars paying commissions!“
“Great people, Rory is awesome , very helpful, he is down to earth and really smart.“
“Amazing team. Can't say enough about the knowledge and peace of mind they give you.“
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“We’ve been really pleased with the always prompt response and believing in their integrity“