BBJS Financial Advisors, LLC - Seattle (WA)

Bryan Jackson I had no clue where to start with savings and retirement but they explained everything without making me feel dumb. Took time to look at my full picture and made a plan that feels doable. Didn’t try to push products on me or rush anything. Very down to earth and honest vibe. Still early but I already feel more confident about my money. Would def recommend if youre lost like I was.

Jeff Garlock Glenn, Kari, and the team provided a comprehensive financial analysis and developed a plan for our retirement that we can feel comfortable for which to follow. He provided the information we needed in a format that was easy to understand, and was able to answer all of our questions. This gave us the confidence to proceed with our plans to retire, knowing there was a clear path to financial stability.

Tod Fiscus AGP has been an invaluable partner in assisting with the financial planning and wealth management of many of our business owner clients at Transition360 Business Brokerage. The culture at AGP compliments the complex needs for a robust one-stop-shop that supports managing a P&L while growing a nest egg. They proved themselves with our clients and have earned my personal business as well. Their service model is second to none. If you are looking for a strong financial partner who takes the time to understand your goals and your needs and has the depth to understand a business owners mentality, take the time to get to know Lindsay Cleal at AGP.

Public Figure, entrepreneur Eric Coyle not the most personal bank to work with. definitely not recommended for business or loans and the ATM machines are a pain compared to others. I like my bank to get way more personal because working together prevent huge mishaps and account problems. Im a public Figure, small business master, start up expert. I never asked a bank for a loan and over succeed without help. banks that get personal benefit a lot. probably trying numerica credit union next or stcu

Maria Caceres Professionals work there, they truly care.