Investing near Lake Stevens, WA
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4 locations found near Lake Stevens
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517 9th St NE Suite 51, Lake Stevens WA 98258
“I have had the privilege of working with Tammy Holten for many years, beginning in my 20s. Now in my 30s, I can confidently say that her expertise and strategic financial planning have put me on a strong path toward financial security and a well-prepared retirement. From the start, she took the time to understand my financial goals, educating me on the importance of diversification and long-term growth. Thanks to her guidance, I now have a robust portfolio, including 403(b)s, Roth IRAs, and other investment vehicles tailored to my future retirement. Beyond retirement planning, she has also helped me establish a well-structured emergency fund and make smart investment choices in 529 college savings plans and custodial accounts for my children. Her professionalism, proactive approach, and genuine commitment to my financial well-being have been invaluable. She doesn't just manage investments--she empowers her clients with knowledge and confidence in their financial decisions. I highly recommend her to anyone looking for a trusted advisor who can help them build and secure their financial future.”
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309 91ST AVE NE , LAKE STEVENS WA 98258
“I've had a good experience with Wells Fargo when I go. The banker we deal with is efficient and nice and competent. They usually have same or next day appointments.”
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4229 76th Street Northeast Suite 102, Marysville WA 98270
“Andy Smith has been an excellent resource for all of my financial advisor needs. He's smart and he's always very professional. We have a complicated situation and Andy has always taken the time to figure out what is best for my future and my family's financial well being. I would recommend Andy to any of my friends or other family members.”
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1219 13th St, Snohomish WA 98290
“I haven't been a fan of Wells Fargo given all the bad news about them in recent years. However, my mortgage was purchased by them so I had no choice. On my two occasions to stop by the Snohomish branch, I had very good customer service from the tellers and the manager. All very friendly and courteous. Only down side was the 10 minute wait in line. I still prefer online banking, but it is nice knowing if I have to go in person that I will have good customer service from my local branch.”
