Financial Advising near Fife, WA
24 locations found near Fife
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Financial Advising
Financial Advising
“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!”
Financial Advising
“My husband and I worked with this company for a refinance on our home. The process was very smooth and hassle free. They were able to help us get an excellent rate! In addition, another member of their team was able to get us better insurance rates on our homeowners, auto, and motorcycle! Thanks to all who helped us- Michael, Abbie, and Sadie! I will definitely work with them for future needs.”
Financial Advising
“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.”
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
“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”
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!”
Financial Advising
“Prior to my visit, I had never heard of Harborstone Credit Union nor did I realize that there was a branch on the installation. I became a member to HCU with an auto loan through the car dealership of my recent purchase. The reason for my visit was to take care of some items in association with the vehicle purchase. As soon as I walked through the door, I was assisted. I would like to acknowledge Alyssa Lein for her exceptional service! She was very friendly, efficient, thorough, informative and personable. She helped me to take care of five items swiftly and accurately and made this first time visit/experience smooth and effortless. I appreciate her customer service and recommend asking for her for your future visits!”
Financial Advising
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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!”
Financial Advising
“Jennifer Devivo was excellent in explaining everything. She offered to help us technically to get on line etc. as we are seniors who are not tech savoy. She answered all our questions. I would recommend her to anyone I know.”
Financial Advising
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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
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
“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.”
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.”
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.”
8:30AM - 5PM
1148 Broadway Ste 110, Tacoma
Financial Advising
“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.”
Financial Advising
“Been with Harborstone for years. Best decision my life ditch the bank and join a credit union. I recently was help by Valentino and worlds can’t explain the exceptional service I received. Mr. Flores went above and beyond to help me thru a difficult time I was facing. Outstanding service like always. Harborstone I always been treated like family and they always provided 5 star service”
Financial Advising
8AM - 4:30PM
205 Madison Ave, Kent
Financial Advising
Financial Advising
Financial Advising
8AM - 4:30PM
1026 Main St, Sumner
Financial Advising
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