Investing in Seattle, WA
30 locations found near Seattle
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“Andrew and Roman were absolutely amazing! They helped us pack, move, and get settled all in four hours! They genuinely care about the customer and their belongings. This place will always have my business!!!Amazing job, thank you guys for everything, you really helped ease the stress of an otherwise hectic day!”
Investing
“Brianna is so great!! She got us moved into our apartments very fast and it was stress free for us! Shes always responding to emails quickly and gives us a timeline on when things will get done. Definitely recommend renting at Pacifica apartments!”
“We have been working with Brian Johnson and the Vinoble Group since 2013 with our retirement planning. The experience, professionalism and focus has been excellent. There has been many good years and some due to the market that were not so good but Brian and Vinoble have always had our best interest in mind. WE have seen a continued growth in the organization from personnel to investment tools that seem to continually improve. If you are looking to build a strong retirement portfolio for the future you should seriously reach out to Brian and Vinoble Group to discuss how they can not only help you, but provide you the tools you need for success. ?”
Investing
“Super Bank (if a bank could be "super") Bellevue Office personnel are very helpful as well as being friendly and courteous. Spokane employees are similarly helpful and go beyond expected in handling temporary issues with IT. Back to Bellevue, Roxy is capable of handling daily issues. In Seattle, Jim McCurdy has been a source of extensive skill in knowledge and sourcing appropriate lending on real property. If we are judged by the recommendations we make, there is no doubt I recommend working with this banking institution!”
“Brilliant presentation on QSBS stock at Bernstein Global Wealth last week. I am always impressed with the depth of research coupked with wisdom that goes into a Bernstein event.”
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“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!!”
Investing
“April met with me last night and was a delight to work with. She came up with a strategy that speaks to her years of experience. She made herself available after normal working hours to help and was incredible when it came to the details and what I wanted as a customer. I can't recommend herenough for the clarity she brought to my particular situation. A+++++++”
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“Working with Tyler Gaspard. He and his associates are clear, fair and honest advisors. I'm already seeing performance I never saw with my previous advisor. And those metrics are presented in a simple way I can see and understand. Great recommendations, great support staff, rapid follow through. Very happy I switched!”
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“I thought I had my finances figured out but decided to take a meeting with Riley after a friend referred me over. Our first couple conversations were definitely eye opening! You really don't know what you don't know. I tend to get caught up in headlines around when to buy and sell so it's nice having a professional who can manage my investments with a disciplined strategy and reliable index funds. I also was missing out on some big tax benefits that should help with saving for a home big time. Now I'm regretting waiting this long to use a CFP but better late than never. I was as skeptical as anyone but trust me, take an initial appointment, you'll only benefit.”
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