Financial Advising near Federal Way, WA

9 locations found near Federal Way

“Chris is very personable and professional. He has helped me with my investments and made the process uncomplicated. He listens to me and I believe he has guided me wisely.”

3.7 Good3 Reviews

“I went inside to get change for public transit. The bank branch was very professional and looked like a commercial bank versus a consumer bank. The teller was very pleasant and accommodating, even though, I was a zero profit customer. Consistency in customer service is sure tale sign of overall branch management. My rating reflects a positive experience but since not so substantive, I reserve the last star until I transact some more meaningful business there.”

4.9 Superb17 Reviews

“As a first time home buyer, Corey made the loan process very easy. His expertise in securing a competitive interest rate was invaluable. What impressed me most was his constant availability and willingness to answer my questions, no matter how big or small. The closing process was smooth and efficient, thanks to Corey's punctuality and professionalism.

Also the Evergreen home loans app was very easy to use. I could easily upload, review, and sign documents.”

4.9 Superb36 Reviews

“They helped us with a complicated case involving inherited assets and business, providing crucial expertise and guidance. They are very knowledgeable, friendly, and pretty good communicators. Definitely will use them in the future”

4.7 Superb30 Reviews

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4.8 Superb16 Reviews

“I've had a really great experience with this credit union, and I have used them for two car loans. My truck was totaled and the gap insurance, Safe-Guard Gap, is dragging their feet on covering the gap(will never use them again), but my payment with Harborstone is due and I walked in and the manager, Dennis, was very helpful. He informed me of what will be happening with this loan, and he made me feel much better about not being able to cover my loan and told me that he will note my account so I don't get collector calls because of my situation. I have had great experiences both in person and over the phone and I would definitely recommend them to my friends.”

4.8 Superb22 Reviews

“I've been a small business owner client of FBCPA for years now and can only say fantastic things about their support, knowledge, capability, efficiency, professionalism, and more. I am so impressed not only with their tax and accounting support, but their knowledge of small business government programs, tax breaks, how to set up a company to maximize savings and growth. Lisa and team know their stuff. They are available whenever I need them--even during the crazy tax season. I highly recommend this group for local businesses small and large.”

4.5 Superb4 Reviews

“Great staff and friendly service! My advisor, Karanvir, gave me a solid overview of his recommendations after carefully listening to my goals and concerns. If you are not trying to diamond hand options until you are broke, or want to stop mismanaging your money, pay these people a visit.”

4.1 Good13 Reviews

“Am quite pleased with Schwab's Tacoma office. Very helpful, service is excellent, and my adviser always responds to questions/queries the same day. Have been with Fidelity in the past and much prefer Schwab.”

2.8 Average24 Reviews