Financial Advising in Seattle, WA
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11 locations found near Seattle
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6417 Fauntleroy Way Southwest Ste F, Seattle WA 98136
“I’ve worked with Kurt for many years! He has helped with my LLC and is truly committed to each of his clients. His knowledge makes me feel comfortable that everything is correct and in order! I highly recommend working with him!”
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1201 3rd Ave #2200, Seattle WA 98101
“we recently worked with sam kirby from the creative money team and i can easily say it’s one of the best things we could’ve done for our future. during our strategy session, she walked us through how our retirement will look and gave us really helpful action items that’ll help us reach our short term goals. she took the time to patiently explain any financial concepts and terms we did not understand. we’ve reached out to her a few times after our session with additional questions and sam has been super responsive and insightful. we feel better prepared to tackle our finances thanks to sam. we will (and have already!) recommended her and the creative money team to our friends!”
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5606 14th Avenue Northwest Ste C, Seattle WA 98107
“We have worked with Steven and his team for many years. He is knowledgeable, professional and has made many very helpful suggestions to find legal tax savings. All of our friends that have worked with him after we referred them have been very pleased. His prices are fair and we highly recommend him.”
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12537 15th Avenue Northeast Unit 105, Seattle WA 98125
“I have known Brian for many years and engaged him in my business and personal tax challenges. He is extremely knowledgeable as a CPA, takes time to do things right, listens well, and is a pleasure to do business with. Trust is very important to me and that has been my experience in our professional relationship.”
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3500 1st Avenue Northwest, Seattle WA 98107
“Stephen is professional, knowledgeable, and economical. Everything you want in a tax preparer. And as someone else said, has a cool office suite overlooking the ship canal. Highly recommended.”
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155 NE 100th St Bldg B Ste 300, Seattle WA 98125
“Jimmy has been my financial advisor for over 15 years. He listens, takes whatever time you need, provides you options based on your individual needs and comfort level, and does his research to make sure you have all the details before you make a decision, without any pressure. He is able to explain your current and future financial status in a way you can understand. He stays in touch and updates you on your status as often or as little as you want. Over the years, as I gained grandchildren, retired and suffered the unexpected loss of my husband, Jimmy has been there, providing the time and other resources to get me through it all. He has set up college funds for the grandkids, helped me to find a probate attorney when I lost my husband, and helped me to continue down a positive and successful financial future. I totally trust him and have referred many of my friends and family to him, all who are extremely happy working with him. You can't ask for better.”
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1215 4th Ave #935, Seattle WA 98101
“The Vinoble company is an excellent source for financial clarity, detailed attention to their customer service and experience, with great depth of knowledge of the field. Highly recommend their services.”
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2506 S Jackson St #101a, Seattle WA 98144
“Thank you so much for your help and make it for us so easy and very convenience and great customer service great job keep up and i wish they will do service with you credit card service it will be great ? thanks again Hassen Saleh”
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401 5th Ave #100, Seattle WA 98104
“Very lovely experience! I was about to get my passport photo taken across the street and needed some cash. My BECU app found this Harborstone CU location across the street from the passport agency. I stopped by and immediately greeted by the teller. I didn’t realize that I could get cash from a teller as a BECU member. I thought I could only use their in-network ATM. As I’m waiting for the teller to collect my cash, I realized that my lips were kinda dry. I was trying my luck to see if she had any chapstick swags that she could give away… and to my surprise.. she had a whole bag! She gave me two to takeaway! Sorry I forgot the name of the teller.. but really want to say thank you!! She changed my kinda bad day into a very lovely day!🙏🏾”
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5001 25th Avenue Northeast Ste 100E, Seattle WA 98105
“My experience at this branch was nothing short of incredible! Huge shout out to Emma specifically - she's so lovely to work with, answered all my questions, and really went above and beyond to follow up, make me feel comfortable, and ensure everything with the transaction went smoothly. I really can't overstate how much I appreciate her friendliness and professionalism, and I can't recommend this location enough!!”
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411 1st Avenue South Suite 200, Seattle WA 98104
