Financial Advising near Covington, WA
13 locations found near Covington
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Financial Advising
8:30AM - 4:30PM
320 Andover Park E #100, Tukwila
Financial Advising
“They helped us with a complicated case involving inherited assets and business, providing crucial expertise and guidance. They are very knowledgeable, friendly, and pretty good communicators. Definitely will use them in the future”
Financial Advising
“I've had a really great experience with this credit union, and I have used them for two car loans. My truck was totaled and the gap insurance, Safe-Guard Gap, is dragging their feet on covering the gap(will never use them again), but my payment with Harborstone is due and I walked in and the manager, Dennis, was very helpful. He informed me of what will be happening with this loan, and he made me feel much better about not being able to cover my loan and told me that he will note my account so I don't get collector calls because of my situation. I have had great experiences both in person and over the phone and I would definitely recommend them to my friends.”
Financial Advising
“Navia benefits customer service is fine. However, the thing that you should consider before signing up is what is covered by the HSA because it is your responsibility to check and if it is covered not covered, they will deny you. And it can be frustrating when it is your money. So do your research.”
Financial Advising
“Haven’t been to this physical branch, but Fidelity has been absolutely outstanding and online customer support is just superb! Best I’ve ever seen; called them up after I just turned 18 and they bought my first share right there for me on the line! Was mind-blowing and got me hooked. App and Computer Website have great tools”
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!”
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Hunter J Bachand - Financial Advisor, Ameriprise Financial Services, LLC - 4508 Auburn Way N ste e
9AM - 5PM
4508 Auburn Way N ste e, Auburn
Financial Advising
Financial Advising
Financial Advising
“Truly a great experience here.Kim and Nina both actually listened to what my goals are and advised me for my goal.Nice, courteous and friendly.Beautifully decorated office. Clean and well organized.Kim and Nina are both very knowledgeable and forthcoming. I appreciate this.Thank you both!”
Financial Advising
“I've been a small business owner client of FBCPA for years now and can only say fantastic things about their support, knowledge, capability, efficiency, professionalism, and more. I am so impressed not only with their tax and accounting support, but their knowledge of small business government programs, tax breaks, how to set up a company to maximize savings and growth. Lisa and team know their stuff. They are available whenever I need them--even during the crazy tax season. I highly recommend this group for local businesses small and large.”
Financial Advising
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 - 3PM
205 Madison Ave, Kent
Financial Advising
“Schram & Associates has a very knowledgeable team and has helped us achieve the best outcome on our taxes each year. We both work full time in the corporate world, have a primary residence, rental income/expenses, investments, and a fun little side business. They truly are the experts no matter what you bring to the table. I highly recommend this firm for your tax pros!”