Baird Private Wealth Management - Bellevue (WA)

SUMMER HULL My husband and I both have used the team. They are affordable for what you need. I started to see a boost in my credit within a month. They worked their magic and were diligent in keeping me informed with the latest updates with my credit history. I recommend CTU 100%

Kyle Welke Western Union opens at 9 and close at 9 but here they open and close whenever they feel like it. Today they open at 9:30 and close at 7 so Im standing here late for work and its 9:29 and no here yet.

Raphael lee Mrs Oliverio was professional and extremely knowledgeable. She was approachable down to earth and explained to me investing in a way I could easily understand. My family has invested with Mrs Oliverio for several years and we are extremely happy with our returns.

Katherine Weigel Paul & Sarah take su h good care of our financial needs. So friendly!

Bethany Dutton Ange is fabulous!! She is so nice, funny, and helpful! She stays on top of everything, and handles all of your house needs quickly she is on your side 110%! she also helped us make some life style changes to make our house dreams come true, and we are so incredibly thankful!! If you need a great Mortgage Lender just call Ange trust me you wont regret it!

Matthew Knoll I had the pleasure of working with Jayden Patterson to set up my Roth RIA, and I couldn’t be more satisfied with the experience. From start to finish, Jayden was knowledgeable, patient, and incredibly helpful. He took the time to explain each step of the process in clear terms, making sure I fully understood my options and what would work best for my long-term goals. What stood out most was his attention to detail and willingness to answer every question, no matter how small. Financial planning can feel overwhelming, but Jayden made the experience smooth and stress-free. He was prompt in communication, thorough in his recommendations, and genuinely invested in helping me make informed decisions. Thanks to Jayden, I now feel much more confident about my financial future. I would highly recommend him to anyone looking for expert guidance on setting up a Roth RIA or navigating any part of their investment strategy.