Investing in Redmond, WA

5 locations found near Redmond

“We visited the Fidelity Redmond branch and Avery helped us out. He was very patient and took the time to explain everything clearly. We had quite a few questions, and he answered all of them one by one without rushing us. The whole process felt easy and straightforward because of him. Really appreciate his help.”

3.8 Good14 Reviews

“We've worked with the staff at BeaconPointe's Redmond office for over two decades. Our relationship has thrived because of their client service, strong fiduciary ethic and ability to provide competitive investment returns commensurate with our risk profile. As our assets have grown and our relationship strengthened, Mike Joslin and staff have helped us manage our retirement, plan for the future and pass along financial responsibility to our extended family. It's invaluable to have a financial advisor that shares our strong sense of stewardship.”

5 Superb1 Reviews

“I came in today without an appointment, and Julie at the front desk was truly amazing. She walked me through all my questions and basically gave me a mini tutorial on how to work with the Schwab app and clarified anything I was confused about. Everything out perfectly and I appreciate the amount of time she spent with me. Great experience here, thank you again Julie.”

1.8 Poor11 Reviews

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