Financial Advising near Federal Way, WA

20 locations found near Federal Way
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“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.”

3.7 Good3 Reviews

“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”

4.7 Superb43 Reviews

“Corey’s team at Evergreen Home Loans was absolutely wonderful to work with! Great communication, straightforward process, and on-time closing. They’ve won our repeat business for life!”

4.8 Superb25 Reviews

“I went inside to get change for public transit. The bank branch was very professional and looked like a commercial bank versus a consumer bank. The teller was very pleasant and accommodating, even though, I was a zero profit customer. Consistency in customer service is sure tale sign of overall branch management. My rating reflects a positive experience but since not so substantive, I reserve the last star until I transact some more meaningful business there.”

4.4 Superb34 Reviews

“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.”

4.6 Superb16 Reviews

“Eric Maclean is a excellent and knowledgeable financial adviser. After meeting with Eric many times to discuss my retirement. He has gained my respect and appreciation for his best knowledge of my finances and retirement. With his wife Chieko's excellent accounting skill, my confidence in there experience has gained my financial interest. Thank you”

5 Superb6 Reviews

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4.4 Superb7 Reviews

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3.9 Good20 Reviews

“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!”

4.2 Good5 Reviews

“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!”

5 Superb1 Reviews

“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”

3.7 Good6 Reviews

“Our advisor Jayson is very timely and responsive and will find any information we are looking for. Great advice during an extremely rough year. Would recommend.”

3.7 Good3 Reviews

“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.”

3 Average4 Reviews

“Am quite pleased with Schwab's Tacoma office. Very helpful, service is excellent, and my adviser always responds to questions/queries the same day. Have been with Fidelity in the past and much prefer Schwab.”

2.9 Average28 Reviews