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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“
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10801 Main St #201, Bellevue“Amazing team. Can't say enough about the knowledge and peace of mind they give you.“
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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!“
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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!“
“We’ve been really pleased with the always prompt response and believing in their integrity“
“Great people, Rory is awesome , very helpful, he is down to earth and really smart.“
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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“
“I have known Cathy many years and she took excellent care of my Mom and now that my Mom has passed, she is taking very good care of my husband and myself. Would highly recommend her. She knows her stuff.“
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