Baird Private Wealth Management - Bellevue (WA)

Shelah Horne We have had all of our insurance policies with Johnson Financial Services for over four years. Their staff has been professional and efficient while we were shopping for quotes. When we decided to bring all our insurance needs to the Allstate family, Marcy and her staff made this a successful and easy transition. Unfortunately we had to make a claim on the auto, we felt awful and stressed. I swear they took us by the hand and walked us through the claim process. We are happy to have all our insurance needs taken of and thoroughly explained to us.

Chris Pettit Markets are volitile and directions have no certainty but I have chosen Capstone Investment for my financial advisory support. I find the staff extremely helpful and the investment forecast extremely insightful. They are a great group to trust and work with!

Rob Harman Robin was incredibly helpful and patient throughout the process. I was confident in my choices as all of my questions had been answered. It was a no pressure discussion about options and I would absolutely do business with her again.

Luke Holmes Steven does a great job helping my wife and I invest towards our goals. He is friendly and answers any questions we have any is always willing to sit down with us when we need more explanations. If you are looking for someone to help you at any point in the Investment or insurance process I would highly recommend Steven.

KT Z Amazing, top-notch team! My family is so thankful for all the support and knowledge from the entire Cashmere team. They also upgraded their online banking! Which is great, but my review is really for the team we work with face-to-face. With something as important as banking, it is great to met with someone and navigate the process together!