Financial Advising near Gig Harbor, WA

18 locations found near Gig Harbor
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“As a Real Estate Agent, I need a loan officer who is experienced and consistently excels in his role. In every transaction I've had with him, Jon has never failed to deliver for my buyer clients. Despite his busy schedule, he is always easily reachable, promptly providing answers and keeping you updated throughout the process. I highly recommend him to anyone in the real estate market, whether buying or refinancing. He is truly reliable and always delivers. Thanks again, Jon.”

5 Superb55 Reviews

“The staff at Harbor Stone Credit Union located in Gig Harbor Wa are always pleasant, professional, and engaging. The staff always go above and beyond the moment you enter and exit the building. Harbor Stone Credit Union is banking utopia!”

4.3 Superb36 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

“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.”

4.8 Superb16 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

“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

“Ms. Leanna and her Team truly care about helping families, along with providing exceptional quality services. She is very knowledgeable about protecting families, along with being a genuine, kind soul. Her Team works around the clock to cater to her clients and she will always find the best option to cover families. Highly recommended!”

5 Superb4 Reviews

“I saw a page review about Mrs Victoria crypto and I must confess that she is a good trader and best in his field as they said, she managed my account after I invested $700 I got $6,200 within few day's of investment I was so shocked, with Mrs victoria crypto, your money is 100% secured,. Trust me you have nothing to lose”

4.4 Superb7 Reviews

“Jason's approach to financial planning & wealth management is comprehensive & thorough. He is heads and shoulders above anyone I have worked with before. He carefully weighs ALL variables that impact your life and your goals. He is ethical, very smart, transparent, and pleasure to work with. He is the person with whom I trust to act as my sounding board with all of life's curveballs and decisions. In addition, I have witnessed his compassion and patience with my family members as they made decisions during and after the loss of a spouse. If you are looking for a fiduciary who takes the time to look at the WHOLE picture of your current and future needs, then Jason and his team are the answer!”

5 Superb1 Reviews

“I met Remington at a tennis court and immediately had a connection in the way we think about personal finance. As a young tech professional, I didn’t have much idea on where to invest all my paychecks. Now, I don’t worry about it anymore, as Remington manages my money.Talk to him once, If no deal happens, atleast you will meet a nice person.”

5 Superb1 Reviews

“Couldn't open an account when I first went to see rose. She explained to me what I had to do to be able to open one. She was very professional. And now she's my banker. Really great place with amazing people in it.”

3.8 Good28 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

“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

“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”

2.9 Average33 Reviews