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9AM - 5PM
10900 NE 4th St Unit 2300, Bellevue
Investing
8AM - 4PM
11747 NE 1st St Suite 101, Bellevue
Investing
“John has been my Financial Advisor for over a decade and he is excellent. On top of bringing integrity and expertise to his work, John cares deeply about his clients. He listens to my concerns and goals then works with me look after my financial wellness.John takes the time to grow my understanding and knowledge of wealth management in a way that builds my trust in my decisions in this space as well as his. I have recommended John to many friends and will continue to do so.”
“The specialists were very welcoming and knowledgeable. They helped us resolve a difficult issue—solely for this reason, we are prepared to transfer another one of our accounts to them from a different bank.”
“I've been continually impressed with the quality and professionalism of the entire staff at the Bellevue Schwab location, from the front desk, to Channer (investment consultant), to Mike (one of their senior advisors), the team has been excellent.”
Investing
Investing
Investing
“Extremely pleased with Colton Dunc for his help in resolving an issue that was created by a system change which locked access to my account. Colton was friendly, courteous, and very professional. “Thank you, much appreciated!””