Investing in Redmond, WA

5 locations found near Redmond

“Anthony Tarantola out of the Redmond Fidelity location went so far out of his way to help me. I had to leave him a great review. My mother lives in out of state and I needed help regarding a Durable Power of Attorney and her account. It wasn't easy and boy they had there work cut out for them. 5 days later and It was done! There was another gentleman but unfortunately I missed his name. Well, great job guys! Customer service wins again!!!”

3.3 Good11 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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