Max takes time to ask the right questions to understand what your financial goals are and he can…read morehelp create a financial plan to achieve them. Meet with him and you will know why I give him 5 stars!

From the owner: Making Sense of Investing…read more Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

He let me think he was doing my taxes for five months, then informed me he hadn't done anything and…read moreso far still won't return my five hundred dollar deposit... though he admits to doing nothing. Next stop small claims court and complaints to the Better Business Bureau and the Attorney General. Also he quoted waaay higher prices than what it actually ended up costing with a reputable tax accountant.

Excellent service! Roger Williams never asked my husband and I for a deposit. He is absolutely…read morenot over priced and he knows what he is doing. He is very professional and knowledgeable. I would recommend him to anyone in a heartbeat! We've been filing our taxes with him for over 8 years. Never had a problem. Don't think twice, just call him!

Very Impressed! I had my initial meeting today. Not only telling me I am already on track to my…read moreretirement, they told me there was nothing left to change. Also gave me good advice (at no cost). Didn't try to force their service on me. Told me to reach back out to them in 5 years. I wish more companies worked with this kind of honest integrity. Very impressed!

From the owner: "When can I retire, and how much money can I spend?" These are the questions we answer at The…read moreRetirement Solution. We help our clients succeed in retirement by identifying the income they will need and want every month for the rest of their lives without running out of money. Our comprehensive retirement distribution plans are designed to protect your income from stock market fluctuation so that the money you worked so hard for will be there for you. We create cash flow by reducing taxes and increasing income. Every planner in our firm has distinctive strengths and varying backgrounds, resulting in thorough and effective guidance.

This review is just for the Everett Branch. Drive-thru…read moretellers are biased and racist. After handing over DL and giving the security code, I am still asked additional security questions. Once, I was asked five additional questions. The one that was way over the top was, "If I worked". No lie! I am only asked these additional questions if I am withdrawing over $500. The camera was broken on the screen, and the teller wanted me to do the chicken dance with my neck because she couldn't see my face. Another time, a teller said, "Will you please look at me?" I asked a teller, why am I always being scrutinized, "its for your protection." The Everett location has some of the most biased and racist drive-thru tellers, and after filing complaints to corporate, corporate isn't much better. If your skin is brown, good luck.

In short By far their biggest location, with the most…read moreservices available AFAIK. I've been a very happy customer for 20 years. In long They're not right next door to Boeing, but they're very much in the heart of Boeing country, so they put a big bank on a busy corner right here. A dozen tellers, a couple dozen desks behind there, huge lobby, parking lot big enough for a big supermarket. Multiple drive-through lanes around back. I switched over from full-retail banking about 20 years ago. I've had savings, checking, and 4 car loans through BECU now. I've always had a great experience from beginning to end with everything I've used. Car loans They have lower fees, typically much lower, and always get the best available rate. The online experience is very straightforward--even 15 years after paying off the first one, I can still the records when I log in. You can make payments as early and often as you want, and they just automatically deduct what's due from your checking each month. Unless you're wealthy enough to pay cash, it won't get much easier. Checking/savings/Zelle You can orchestrate pretty much any transaction on these accounts from the web or from the mobile app. The website has gotten really strong over the years--easy to set up a debit card, easy to do anything. I noticed a bug in one transaction type about 12 years ago, emailed them, and it was fixed within a day. (They didn't let you pay your line of credit to zero online, but only for a couple days). Onsite services I've always enjoyed each meeting for car loans, and teller service has always been pleasant and efficient. They really do seem to hire people who are pleasant, and I've never stumped them with any question. They're trained well, too. They even have a coin conversion machine in the outer lobby, which you can use even outside of business hours. You can get multiple types of gift certificate or other stipends out of it. I've needed that only once in 20 years, but it was such a convenience when I did. I really appreciate the pleasant people, low costs/fees, and high functionality with BECU.