Boone Wealth Advisors - Bellevue (WA)

kat91175 We met Joe through Dave Ramsey smartvestor pro search. He truly has a heart of a teacher and has his clients best interest in mind. Investing can be super confusing and complex. He simplifies everything so regular people can understand it. We have been with him for years. I always feel better about our financial situation after meeting with him.

Susan Pedersen This is an outstanding group you can’t go wrong with. After searching in the area, I found Cory a couple of years ago and had immediate five star service. Our initial meeting was very informative with thorough explanations as to what was offered. We were put in the hands of Jed, who is a stellar individual and very skilled at what he does. During the time since, Jed has worked very hard to maximize our investments, even though they are very small compared to many other accounts the firm must handle. We are used to being told we are small potatoes and made to feel that we are not important because we don’t have millions. This group makes us feel like we are top priority and they have made some very smart decisions for us no matter what the market is doing. Can’t recommend them highly enough.

Christine Lancia Chris is passionate about his clients and brings a wealth of knowledge, experience, and wisdom to the table. Chris and his team provide a friendly, personally tailored experience that makes working with them (and your accounts) enjoyable and rewarding. Chris was my first financial advisor and Ive been a FC client since 2015. After a relocation, I sought Chris out when FC transferred my accounts to a different advisor who was not meeting my expectations. He took the time to receive my account and even pursued an Ohio state licensure to maintain me as a client. He’s been most helpful with managing my retirement accounts when I changed careers. I’m quite pleased with the service and advice Chris and his team provides. Just give him a call and set up a meeting to see what he’s all about.

Doosie Doosie Jill F. was fantastic. Having little/no experience in finding decent medical coverage for our needs is daunting, but Jill was very patient, kind, timely and knowledgeable and she got us exactly what we were hoping for. We are very thankful for her being there when we needed her.

Veronica Harris Aside from being a Debt Collector, the services are fine. If you never let anything go into debt, and monitor your Credit report like YOU SHOULD, youll never have to deal with them. I called, talked to Jared I think was his name is it was fine. He was nice, and you know a debt collector. If you dont want to have to deal with a Debt collector then DONT ACT LIKE AN CHILD. And take care of your stuff. Other then that, they were nice each and every time I called.

Zachary Petty Julie Jackson was absolutely the best lender Ive ever worked with. She took my calls and texts night and day to help me understand what was happening. She went above and beyond to help me get documentation that I needed for closing. Definitely I would recommend her and CMG for anyone looking for a lender, and I look forward to working with her again in the future.

cara cowdrey Alexis is amazing at what she does. She explained everything and made sure I understood my options. Was super easy to open an account. Best bank Ive ever used and best teller by far...i highly recommend their service

Marcos Yanez Sr. I pay my lease here . So I see them every month. They got great customer service and friendly associates.