Financial Advising near Bonney Lake, WA
7 locations found near Bonney Lake
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Financial Advising
Financial Advising
“Tom Bowman has been so helpful answering questions and making us feel comfortable. We trust him to guide us as we make financial decisions and make complex issues more simple. Highly recommend having a consult to see how he can best help!”
Financial Advising
“Excellent customer service from Austin and Barbara! I was treated with respect, my questions answered, and the ease of opening an account was refreshing. I left feeling positive about opening my accounts with them. Thank you both for your amazing service and I look forward to many years with Harborstone and you both!”
8:30AM - 5PM
205 10th St NE Suite 115, Auburn
Financial Advising
“Scott Shoemaker has been managing my funds for 5 years. He is thorough, kind, understanding and knowledgeable. My retirement money in Active Management has grown every year. And Scott keeps my personal funds on the right path even when my life changes direction significantly. Scott's office staff, esp. Dawn, welcomes everyone with a warm smile and keeps me informed every step of the way. Couldn't ask for better care!”
8AM - 5PM
824 E Main St, Auburn
Financial Advising
“Yes! Go to Lucas! He has grown my IRA to an amazing amount! I have been with this Edward Jones for several years, going to Don first. Don did great, Lucas has done amazing! My parents turned me onto this Edward Jones in Auburn some years ago, they have been with them for years and years. My brother also goes there. They are not pushy and they will put your funds in places and grow them aggressively if you want them to or moderately or no risk. I can check online anytime I want and Lucas calls me periodically to see how I think I am doing on my IRA. I always take his advice! Great great place. Their secretary is awesome too and so friendly!”
Financial Advising
“Chris is very personable and professional. He has helped me with my investments and made the process uncomplicated. He listens to me and I believe he has guided me wisely.”
8AM - 4:30PM
1026 Main St, Sumner
Financial Advising
“We have been with Harborstone for years and they have done 5 of our loans. We recently purchased a new vehicle and the dealership kept trying to get us to go with their lenders but we like who we’ve worked with over the years. She didn’t review our application but she did help out on a form we needed updated before we signed. She got it corrected from the department it came from and we are smooth sailing.I just want to give a shout out to Lorie Waldner of the Bonney Lake Branch! Thank you again!!”