Investing near Edmonds, WA

“Fantastic Branch! Nic (Branch Manager) has gone above and beyond to not only help my elderly Mom get her accounts in order after my Dad passed, but continues to help her with any banking concern she has- he is exceptionally kind and compassionate. The team of tellers and operations people at WF Edmonds have taken care of my families banking for over 15 years with professionalism, courtesy and helpfulness. Additionally, we just purchased a rental property through Wells Fargo; MonaLisa was our assigned loan processor and proved to be the most amazingly hard-working woman we have EVER had the pleasure to work with in home purchase! We were in a time-crunch to close the house; MonaLisa worked diligently to make sure this happened ON SCHEDULE and with as little inconvenience to us as possible- she made what can be a stressful time of home purchase into a relatively calm, smooth experience. Thank you Wells Fargo Edmonds for bringing to our community a bank which cares about its customers and treats us as family! Well done!”

“All I can say is Aaron Wolfe has helped me make great money. I feel lucky to have found him. He knows what he’s doing and compared to my other family members, my portfolio is “smoking”! I’ve worked with other financial planners, and the bottom line is, “I’m happy I found this guy.” My only regret is that I didn’t find him sooner! I heard about him from someone who focuses on the stock market and had nothing but high praises for Aaron.Do I want someone who can grow my money the best or someone who returns my call? Yah, I know, those return calls are important, but if I had to pick one or the other.......hmmm.......... I want the money!!!!Show me the money!!!!!!!!”

“I can't speak highly enough. We had a family emergency that needed immediate assistance. Darrell and his team stopped everything in their day to assist us with a very complicated process.
We are very grateful.”

“I've been with CWM for over 25 years and I will be with them for another 25 assuming I am around!

They were recommended to me and my family members when I first moved to the PNW and there has never been a moment when I have second-guessed the decision to go with CWM. Even during chaotic financial times, I know that the knowledge, systems, and right people are in place to ensure that my family and I are taken care of.

I TOTALLY trust everyone there regardless of who I'm working with and no matter how big or small our interaction is. I have personally interacted with nearly every member of the team and every one has made me feel special.

Recently, I have had meetings with Brian and Chase and both are AMAZING. For their knowledge, direction and kindness amongst many other things. I always walk away feeling heard and appreciated and I know that my success matters. And, I love a good sense of humor!

I come from 33+ years at Nordstrom and I have high expectations regarding customer service - CWM consistently exceeds all of them. In addition to informational and enjoyable newsletters, webinars, events, etc., they are also very community-minded and their support of PAWs, schools, teams, etc. shows they have heart and I like being aligned with a company that is so much more than a business.

What an amazing team - truly the best.”

“(Translated by Google) I tried fries with bacon and cheese, you just lick your fingers! The sandwich is better to take tereyaki, I took a simple one, it was very understandable, even a moth was not enough! Therefore, if you love sharper, stronger, take tereyaki! In any case, everything is edible!(Original)Попробовал картошку фри с беконом и сыром просто пальчики оближешь! Сэндвич лучше брать тереяки, я взял простой он был очень понятный даже моли не хватало! Поэтому если вы любите поострее, прочнее, берите тереяки! В любом случае все съедобно!”

“Jimmy has been my financial advisor for over 15 years. He listens, takes whatever time you need, provides you options based on your individual needs and comfort level, and does his research to make sure you have all the details before you make a decision, without any pressure. He is able to explain your current and future financial status in a way you can understand. He stays in touch and updates you on your status as often or as little as you want.

Over the years, as I gained grandchildren, retired and suffered the unexpected loss of my husband, Jimmy has been there, providing the time and other resources to get me through it all. He has set up college funds for the grandkids, helped me to find a probate attorney when I lost my husband, and helped me to continue down a positive and successful financial future. I totally trust him and have referred many of my friends and family to him, all who are extremely happy working with him. You can't ask for better.”

“I have had every bank known to the Seattle area, and wells Fargo is one of the best. Never any over draft charges and everyone is really nice. Online and app banking so extremely useful and easy. Best bank company I have had. Minus one star for always trying to get me to sign up for stuff, but I get it your a business that offers a free service which I use, so keep trying I guess This is all about the branch on Richmond beach Dr. in shoreline”