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8:30AM - 4:30PM
320 Andover Park E #100, Tukwila
Financial Advising
“OhMyGoodness! Blake Rossman and team - they are the absolute best and I have been recommending all my friends to him as well. Blake sat with my husband and I a few times and walked us through our retirement plans and assured us that we would be OK. I know Blake will tell you that the conversation was easy because my hubby and I did the saving through the years, that said, Blake took what we have been doing and masterfully put it into a sustainable plan that set us up for retirement in a way that we know life from here will be OK. Thank you Blake and team!”
“We've had a great experience working with Alterra! Zach and Jack have been outstanding partners, their knowledge and patience helped us build a long term financial strategy. The took time to understand our goals and values, then presented us with a plan and explained how each element of that plan reinforced the things that were important to us. They were patient in walking us through their different recommendations (sometimes more than once!), and we always felt like they were honest and straightforward about where risks or tradeoffs existed. We would strongly recommend Alterra to anyone looking for help navigating the complexities of planning a financial future!”
“Kurt has done my taxes for many years, he is so easy to work with. He’s very knowledgeable and thorough with my tax preparation. The process is seamless and easy to understand!”
“Working with Maddi Williams, Alex Krider, Tiffany Shafer, and the rest of the Avier onboarding team has been an absolute pleasure since we started in January. They gave us the perfect roadmap for retirement planning, savings targets, investing, and tax optimization. They are incredibly knowledgeable, completely low-pressure, and always open to our thoughts. We have now finished onboarding and feel fully set up for long-term success. I can't thank them or recommend them enough!”
“Dave and his team, have always given me the time and financial leadership to help me make wise financial decisions. Helping me reduce risk and enhance my financial situation. Appreciate all you do for the community!”
“Been using Navia for several years. Love it. Easy to use. Easy to track money left over. Definitely less painful to have the money already set aside for healthcare expenses!”
“Franco is a pleasure to work with. He’s approachable, reliable, and genuinely invested in building strong relationships. You can tell he cares about doing things the right way and making sure people feel supported and confident. Schram and Associates is fortunate to have him on their team.”
“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!”
“Amazing Credit union everyone is so lovely and they make you feel at home the Coffe is amazing to I’m glad I bank with them their new card design is amazing as well come in and get it if you already bank”
8:30AM - 5PM
10500 NE 8th St Suite 100, Bellevue
Financial Advising
“Extremely pleased with Colton Dunc for his help in resolving an issue that was created by a system change which locked access to my account. Colton was friendly, courteous, and very professional. “Thank you, much appreciated!””
8:30AM - 4:30PM
401 5th Ave #100, Seattle
Financial Advising
“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!🙏🏾”
“I’ve been very impressed with the professionalism and responsiveness of the team — they consistently provide quick turnaround on questions and clear, well-explained guidance. Their convertible bond tax tool is particularly effective, offering excellent tax efficiency and practical insights. Highly recommend their services for anyone looking for knowledgeable and efficient accounting and tax support.”
“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.”
“John has been my Financial Advisor for over a decade and he is excellent. On top of bringing integrity and expertise to his work, John cares deeply about his clients. He listens to my concerns and goals then works with me look after my financial wellness.John takes the time to grow my understanding and knowledge of wealth management in a way that builds my trust in my decisions in this space as well as his. I have recommended John to many friends and will continue to do so.”
8:30AM - 5PM
508 Union St, Seattle
Financial Advising
“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!!”
“I've been continually impressed with the quality and professionalism of the entire staff at the Bellevue Schwab location, from the front desk, to Channer (investment consultant), to Mike (one of their senior advisors), the team has been excellent.”
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“I’ve had the chance to engage with the owner and staff, and they’re all approachable, professional, and easy to collaborate with. It’s clear they care about the people they work with! Thank you Clark and Associates - I have enjoyed working with this team!”