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9AM - 5PM
10900 NE 4th St Unit 2300, Bellevue
Investing
8AM - 4PM
11747 NE 1st St Suite 101, Bellevue
Investing
“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.”
“I've been with Washington trust for almost 10 years and have been working with Jeff the entire time. He is so nice and helpful, he responds quickly and goes above and beyond to help out. I'm very lucky to have him here to help me, I can't recommend him 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.”
Investing
Investing
Investing
“Kelvin has been working in Irvine CA. I have been consulting with him about business problems since five years ago, but I have no good consultant anymore. I hope he can come back to Irvine ca as soon as possible, He said he could call him at any time, and he said he would not forget his friends in Irvine. I give him high praise here, don't affect my communication with him. ? Kelvin, is very glad to know you, take care, dude”