Financial Advising in Bothell, WA

4 locations found near Bothell
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“My partner and I walked into Harborstone Bank about half an hour before closing – the deadline for an excellent promotion featuring an outstanding interest rate in today’s CDs. There to greet & meet us was Darrel Vo, a highly organized, customer-oriented gentleman who is talented in his ability to encourage open dialog. He understands that clients need his trust when they hand their hard-earned money to his bank. He understands that as Harborstone’s ambassador, that he is the main link between his bank’s bricks-and-mortar and his customers. Darrel gained my trust based upon his actions during visit by my partner and me. He was cool, calm and well-collected. He was laser focused on what I wanted done. I wanted to open a special account on the final day of Harborstone’s promotion.His attention to detail was important given all the required paperwork. Even though he knew precisely information required from me while completing the documentation, he kept his sense of humor all the while working carefully and accurately to finish by closing time. My lack of information about Harborstone made it necessary to question the institution’s track record, financial condition, account safety, security, management experience and credentials, the bank’s investment strategies etc. Darrel responded to my numerous questions in an unusual manner. When he did not know the answer to any question, he openly admitted he didn’t know, but he also indicated that he would find the answers. Other bankers would provide answers only they weren’t to the questions I asked. Their answers were meant to distract me from what they didn’t know. It’s important that someone in Darrel’s position be “straight” with me. Otherwise I can’t trust them and can’t rely on what they tell me is true or false.By the time Darrell completed all my partner’s and my paperwork, we left his bank believing that he performed in an excellent, professional, personable, good-natured fashion. No less important, friends, family and acquaintances never ask me to recommend a bank, much less a banker. However, I will tell all those I know that Darrel served me and my partner very well. And that he has the demeanor and personality to serve all his customers well.”

3.5 Good30 Reviews

“Each staff member is caring, personable and professional. They walk according to God’s Word in their profession with RonBlue Trust. I am a recent widow, and they have come alongside me in my journey for nearly two years, offering prayers and God advice for my finances.”

5 Superb2 Reviews

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