Baird Private Wealth Management - Bellevue (WA)

Leticia Bazemore Love this branch and all the banner bank branches. I have been with this bank for almost two years with no incident. Love the fact that they are polite and very helpful. All the tellers at the bank are awesome. The bank manager is nice as well. Keep up the good work and thanks for being so personable.

Wendy Dalpez Darl was so helpful! He took all the time I needed to explain all my options for retirement savings and helping me come up with a plan that works for us. I am so excited to have a retirement plan, and I fully trust the advice he has given. I highly recommend and trust Darl Bidleman!

Sylvia VonFeldt Laurie Elliott at OCC is AMAZING. She is so very helpful and goes the extra mile to make sure we are informed and assisting us to get our invoiced paid. Appreciate the time and attention she has given us every time we call.

Andrew Moon Great service!

Matt Mills Carrie Medack has helped my wife and I get into both of our homes during the past 13 years. Each time she was awesome to work with. She has been available to us 24 hours a day, answering tons of questions, dealing with all the little (and sometimes BIG!) issues that pop up along the way, especially this year with Covid19. If you want a lender who is going to work FOR you and get you the best rates and deals for your money, she is the one you need to work with! I cannot recommend Carries work highly enough, would give more than 5 stars if I could.

Tiff Franks Magnus is amazing. So personable and easy to talk to.

Nicolas Stimac Jaeger and Jason have helped immensely with managing my portfolio, especially through such a volatile market. I’m very thankful for the Green Jay team and highly recommend their services.

Kim Main Working with Derek and his team has been one of the best financial decisions we’ve ever made. From day one, Derek has been incredibly communicative, friendly, and professional. He explains things clearly, listens to our goals, and builds smart strategies tailored to our needs. Thanks to Derek’s guidance, we’ve seen real growth in our finances — and the results have truly been life-changing. We were able to retire earlier than we ever expected. His entire staff is also top-notch — responsive, kind, and always willing to help. It feels like working with a team that genuinely cares about your success. Highly recommend Derek if you want someone knowledgeable, approachable, and effective on your financial team!