Bellevue Asset Management LLC - Bellevue (WA)

Nick DeSantis Ive been with Brighton Jones for over 20 years. Never once have I second guessed my choice. My concerns and portfolio are handled with such care and transparency. I trust my team explicitly with my financial well-being. It has never been a "one plan fits all" approach...they listen and carefully tailor their plans and advice to what my specific goals and concerns are. I feel like they are always there 24/7 if I need them and could not be more comfortable with my choice.

Helene Rayevich Jack and the team from Leverage Planners made me feel like part of the family right away. Their story about the snail, the hare and the turtle convinced me I want to be a turtle. They were extremely patient with me, gave me clear answers to my questions and let me know what I could expect every step of the way. I was hesitant in letting someone else manage my money but now I feel very confident knowing that my money will continue to grow and that Ill have guaranteed income when I retire.

Ruth Kaaland Oh My!!! These guys are super cool. Excellent job and super considering. Well done!

Starla Rosas They are so helpful and very knowledgeable makes your experience fast and very rewarding.

fixitstevens Great firm. Excellent service and explanation of investments.

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!

Earl Gooding Tim and his team were great to work with! He got us taken care of quickly and with minimum hassle, it was almost too easy. We will definitely be talking to them first, the next time we need any mortgage help.

SweetScotty T I was audited and they charged me over 7k to defend themselves but did not defend my audit. I had to find a new CPA to defend me after I paid them. I asked for a copy of what I was charged for and they did not respond. After repeated attempts to get some info their lawyer responded but gave no info on what they did or billable hours. He just told me the money would not be returned.

Jo Gerdin Steve was fantastic in helping us roll our 401K account into a new IRA. He was very patient and was willing to come to our home to learn more about our specific situation and to help us finish paperwork. He also helped us with some long term planning and budgeting and helped us put another 100K into the markets. He did. a fantastic job.