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.

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.

Every time i have interacted with Schwab the courtesy, professionalism and service has been superb…read more Although I rarely have occasion to visit the office in-person, when I do everyone is friendly, well dressed, the big screen TV has CNBC going, and free coffee. Love it. Schwabs electronic year end statements aand integration into tax software is a real plus too. Pricing might be a bit higher than competitors, but the service is well worth it. Definitely a life-long customer. Keep it up Schwab!

Love, love, and trust this bank. They know me, take care of me AND are very price worthy,…read morerecommending low load and index funds.

I have the majority of my holdings with Sant McMahon & Associates. They offer prudent, thoughtful,…read moreand logical advice that has helped me create a solid financial plan for my future and the future of my family. Steve asked the right questions to help me decide what my own goals are, and then provided great suggestions without being pushy. I absolutely recommend you visit with him, and you will know why.

While in graduate school at the University of California, Berkeley (2015 to 2019) the institution…read moreautomatically took a very small sum from a subset of my paychecks and put it into a retirement account. My retirement account was/is through Fidelity. When I returned to Washington State in approximately October/November 2019, I looked up to see if Fidelity had in-person offices I could go to and ask some general questions about my account to. I found this location, however I did not immediately visit as I worked through most of my questions, such as how to change my address on the account, on my own. After checking the online balance and withdrawal process, I decided it was time to come in and just ask if I could withdraw funds. I had not talked to a Fidelity financial advisor before and was uncertain as to if/how to withdraw funds. Remembering this location, I arrived a little after 11:00 a.m. this morning, Thursday 5 October 2023. Parking spaces were easy to navigate and the entrance easy to find. The interior was pristine and a friendly front desk worker, who I decided to term my financial advisor, greeted me. I asked if it was possible to withdraw funds from my account, to which he walked me through an example of what it might look like/entail to withdraw funds in full or partial amount from the account. Since I did not have my account details with me, he used my ID to pull up the account. He was friendly and knowledgable. The two big drawbacks I found out to withdrawing funds at my age (approximately 31 years old) were: 1) taxes, and 2) a 10% penalty for not being 59.5 years of age or older. This was very helpful information, as was the two general withdrawal options for a partial withdrawal: 1) a set withdrawal amount, or 2) a set in-your-pocket amount. My tiny little brain and I left with much to think about and I was happy to visit and get some guidance.

We were assisted by Keaton, who went well out of his way to make transitioning funds from our…read moreaccount to another as smooth as possible. His customer service skills are nothing less than outstanding! We hope he is recognized as a superior up-and- coming individual in the financial community. I highly recommend you ask for him specifically when bringing business to this Fidelity branch.

I've been using Chris at Stein Financial Services for 5 years. I get quarterly updates and…read moremeetings if I choose so that we can look at my portfolio and rebalance if necessary. It is a constantly changing market and it is nice to know that I have a planner that understands my goals and helps me achieve them.

AWFUL service, owner hung up on me after our business was about to renew with them b/c I told him…read morewe wanted to shop rates! Unprofessional attitude! Don't trust this firm with your insurance or money!

I love BECU in general, they have always treated me well. This branch, in particular, is top…read morenotch. With out all the details, my ex husband had been using a credit card I was the primary on since our divorce (we owned a business). Long story short, instead of having to come in to the branch monthly (since I no longer had access to this account). They emailed me monthly to let me know. Payment had been made and the amount for about a year until it was paid in full I really appreciated not having that one thing to do every month!

The BECU in Thrasher's Corner was straightforward to find and navigate on my visit today, Monday 24…read moreMarch 2025. Parking was shared and normal spaces were marked with a 1 hour limit in paint on the pavement of each spot. I was depositing cash and both ATMs (center to left of the entrance) were occupied, however it was a short wait before one opened up. The transaction did not take long and I was on my way. The other side of the entrance, right, was quiet and a check-in kiosk was located towards the front.