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8:30AM - 5:30PM
601 Union St # 4650, Seattle
Investing
“Brilliant presentation on QSBS stock at Bernstein Global Wealth last week. I am always impressed with the depth of research coupked with wisdom that goes into a Bernstein event.”
“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”
“Brianna is so great!! She got us moved into our apartments very fast and it was stress free for us! Shes always responding to emails quickly and gives us a timeline on when things will get done. Definitely recommend renting at Pacifica apartments!”
“Dear Google: Please spell "Russell" correctly. It is two "L"s. It is ALWAYS spelled with two "L"s. No Russell would ever spell their name with one "L".”
“Charles Schwab is an excellent company. It does not matter if you are at an in person location, or calling over the phone- they always are impressive with their customer service.”
8:30AM - 5PM
508 Union St, Seattle
Investing
“My experience at this branch was nothing short of incredible! Huge shout out to Emma specifically - she's so lovely to work with, answered all my questions, and really went above and beyond to follow up, make me feel comfortable, and ensure everything with the transaction went smoothly. I really can't overstate how much I appreciate her friendliness and professionalism, and I can't recommend this location enough!!”
“Super Bank (if a bank could be "super") Bellevue Office personnel are very helpful as well as being friendly and courteous. Spokane employees are similarly helpful and go beyond expected in handling temporary issues with IT. Back to Bellevue, Roxy is capable of handling daily issues. In Seattle, Jim McCurdy has been a source of extensive skill in knowledge and sourcing appropriate lending on real property. If we are judged by the recommendations we make, there is no doubt I recommend working with this banking institution!”
9:30 AM - 4:00 PM
355 S Grady Way, Renton
Investing
“This review is for the great service that I got from Lee W., my mortgage banker at Chase! He is incredibly detail-orientated and will take the time to call you and explain everything to you. If you have any questions about getting a mortgage, then call Lee. Especially if you're a first time home buyer, get Lee on your home buying team. He will answer all of your questions for you so that you can understand all aspects of the home loan and help you provide the preapproval letters needed to put an offer on a house. The preapprovals were very important for me because the hot market forced me get new letters at higher amounts. Definitely choose Lee for your mortgage needs! He's the best!”
8AM - 5PM
601 Union St, Seattle
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
“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.”