Crossroads Financial Services LLC - Bellevue (WA)

jim c They are great calling us back on our wind damage

Alvin Bright The young lady (sorry for not remembering her name) that helped me was exceptionally great! I needed that professionalism performance which eased my anxiety, and I had a great day after our interaction. Thank you! Alvin Bright

Becca Tracy Working with Beverly has been a game-changer for my finances. I was in my early 30s when we connected, and I wanted to get my finances under control, but had no idea where to start. Beverly made everything feel manageable—she explained things clearly, answered all my questions with patience, and helped me build a plan for budgeting, saving, and investing. Shes SO great and so helpful. I have been sending all my friends to Beverly. I highly recommend her to anyone looking for a thoughtful and knowledgeable financial advisor, especially if you are new to investing and working with a financial advisor. Whatever the issue, she can help you figure it out!