Investing near Everett, WA

14 locations found near Everett

“Top notch guidance, superior experience, thorough, diligent and insightful financial guidance. The entire staff, including the ever supportive Office Coordinator, are exactly who one wants shepherding life events and their ensuing financial implications. Through times of Joy, and times of Sadness, there is no better team to trust with your financial matters.”

5 Superb2 Reviews

“I go to this bank regularly 3-4x a week making deposits for my job don't let the other reviews fool you this bank is amazing and the people inside take care of you with a smile and do there best to go as fast as they can.”

3 Average20 Reviews

“Andy Smith has been an excellent resource for all of my financial advisor needs. He's smart and he's always very professional. We have a complicated situation and Andy has always taken the time to figure out what is best for my future and my family's financial well being. I would recommend Andy to any of my friends or other family members.”

4.8 Superb4 Reviews

“Rich Ball is knowledgeable, kind and takes his time to explain things clearly for people( like me) who are new to investing. That said, he has never steered us wrongHis assistant Lisa is simply the best... the office itself is really comfortable and they make you feel like family.... it's always a bit scary to put your money in someone else's hands but when you get the returns we have it gets much easier! Our retirement has never looked better!!”

5 Superb2 Reviews

“Greg and his assistant were amazing. I reached out to set up a meeting and Greg got in contact very quickly. His assistant then quickly set up a day for me to come in. When I got there on the day of, I was warmly greeted by his assistant and the new office was modern and stylish. Greg took an hour out of his day to talk about my specific financial goals. He was very relatable and kind and really cared about what I had to say about my financial future. I'm really happy I was able to meet with Greg and will recommend him to everyone.”

5 Superb2 Reviews

“Came in for Notary appointment few times. Rajinder Birk was amazing to work with. She was very punctual, professional, thorough and helpful in completing the notary! Highly recommended”

3.4 Good4 Reviews

“All I can say is Aaron Wolfe has helped me make great money. I feel lucky to have found him. He knows what he’s doing and compared to my other family members, my portfolio is “smoking”! I’ve worked with other financial planners, and the bottom line is, “I’m happy I found this guy.” My only regret is that I didn’t find him sooner! I heard about him from someone who focuses on the stock market and had nothing but high praises for Aaron.Do I want someone who can grow my money the best or someone who returns my call? Yah, I know, those return calls are important, but if I had to pick one or the other.......hmmm.......... I want the money!!!!Show me the money!!!!!!!!”

3 Average2 Reviews

“Diana Jackson is truly amazing at her role. She and her staff are always on top of things and patient and willing to assist in educating us clients with the nuances we may not be acutely familiar with.”

5 Superb1 Reviews

“I haven't been a fan of Wells Fargo given all the bad news about them in recent years. However, my mortgage was purchased by them so I had no choice. On my two occasions to stop by the Snohomish branch, I had very good customer service from the tellers and the manager. All very friendly and courteous. Only down side was the 10 minute wait in line. I still prefer online banking, but it is nice knowing if I have to go in person that I will have good customer service from my local branch.”

1 Poor3 Reviews

“I've had a good experience with Wells Fargo when I go. The banker we deal with is efficient and nice and competent. They usually have same or next day appointments.”

2.5 Average7 Reviews