Avier Wealth Advisors
Financial AdvisingHours:
10655 NE 4th St Unit 500, Bellevue WA 98004 Hours
About Avier Wealth Advisors
Avier Wealth Advisors is a trusted financial and wealth advisory firm. Clients describe the team as exceptional, highly professional, and super qualified, providing incredible, hands-on support. Their approach is deeply thoughtful, personalized, and customized, taking time to understand client goals and concerns. The advisors offer expert guidance on financial planning, portfolio management, retirement investments, and detailed financial projections. They are exceptional at strategic discussions, rebalancing, tax-loss harvesting, and minimizing exposure to taxes. Clients highlight the team's proactive communication, genuine care, and patience in answering all questions. Working with Avier provides peace of mind, confidence, and a feeling of being secure and supported. Clients report being immensely successful in achieving their goals and feel the team truly works in their interests. The firm is highly recommended for combining deep knowledge, experience, and a truly human touch.
Most Recent Reviews
May 2025
Avier has helped us plan for our financial future. With their guidance, we have been immensely successful achieving our goals. Their customized approach, their expertise, coupled with their experience has benefitted us and our children.
May 2025
The team of Saloni and Alex do a exceptional job of helping us plan the present and the future. The regular meetings are very informative and they patiently answer all our questions. They truly work in our interests and we feel secure knowing that we have the best team working for us.
April 2025
We have worked with Lars, Nick, Angela, Saloni and Courtney. All are super qualified and as professional as you would expect. They are exceptional at minimizing your exposure to taxes. Highly recommend.
More Comments(22)
You May Also Like
- Bellevue, Washington
