Financial Advising near Lake Stevens, WA

6 locations found near Lake Stevens

“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

“Great people! Very easy to work with. Responsive and professional. This is the 4th time we have worked with Evergreen and every experience has been the same. Highly recommend!”

5 Superb54 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

“5 Star experience on a complicated transaction. Her communication was spot on and she led us to an on-time close. As a realtor, I've had her work with many of my clients, but being on the other side of the transaction showed me how awesome she and her team really are.”

5 Superb6 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