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130 Andover Park E # 205, TukwilaClosed today
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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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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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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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!“
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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.“
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431 SW Ambaum Blvd SW, Burien“Can I give 10 stars? Amazing staff. Very professional & Janice is the real deal. She cares and works so hard for her clients and the local community.“
“We’ve been really pleased with the always prompt response and believing in their integrity“
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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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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..“
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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!“
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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。“
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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.“
“Great people, Rory is awesome , very helpful, he is down to earth and really smart.“
“Exceptional service and financial expertise. We highly recommend Mr. Stanton for your long term financial planning needs.“
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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“
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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!“
“I am one of the lenders for Washington State Housing Finance Commission, they are truly wonderful people and the programs they offer have helped thousands of home buyers who, otherwise, would still be renters.“
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