Investing in Silverdale, WA
5 locations found near Silverdale
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“Calvin made switching my 401k over to a traditional IRA easy. Over the past 3-4 years I've watched my original investment increase in a healthy direction. He's agreeable to any changes I want to make and is able to make any changes very quickly. He calls on my birthday and calls when he feels we need to sell/trade/buy stocks. I get monthly statements so I always know how my funds are doing. I once asked to cash out part of my retirement due to a family emergency and he was able to have the money ready for me the same day. I took one star away only because I get SO much mail as I'm notified on any updates/changes on each stock which is mostly my fault because I haven't requested to change to email. I trust him with my future!”
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Wells Fargo
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“John, and Theresa, the office manager, are top notch. They have been so helpful to us over the years & we trust them to take good care of our retirement nest egg.”