Edward Jones - Financial Advisor: Eric Higgins - Everett (WA)

Brad Sipperley Steele Capital Management has been a game‑changer for my financial future. From our first consultation, their team took the time to understand my goals and risk tolerance, then crafted a clear, personalized strategy that’s already paying off. I’m especially impressed by their transparency—monthly performance updates are easy to follow, and every question I’ve had (big or small) is answered promptly with real insight. It’s rare to find a firm that combines deep expertise with genuine care, but Steele Capital does exactly that. If you want a partner who treats your money like their own and keeps you in the loop every step of the way, look no further. Highly recommended!

Tamara Barkdull If I could give a no star review I would. Was supposed to have a loan and after paying a 1000 dollars upfront they still asked for more money. I would never recommend them for anything

KT Z Amazing, top-notch team! My family is so thankful for all the support and knowledge from the entire Cashmere team. They also upgraded their online banking! Which is great, but my review is really for the team we work with face-to-face. With something as important as banking, it is great to met with someone and navigate the process together!

Kasey McKillip I had a great experience with The Petricic and Phillips financial group. They were very knowledgeable and helpful in guiding me through my financial planning. They were able to answer all of my questions and provide me with a clear plan for my future. I felt like they really listened to my concerns and tailored their advice to my specific situation. Overall, I would definitely recommend Petricic and Phillips financial to anyone looking for financial guidance.

Gabrielle Balolia Tony and Jerry have been amazing to work with! Both are very patient and extremely knowledgeable. They have been so helpful in setting up a unique investment account. They were also able to refer me to the right experts (lawyers, accountants, etc.) to complete the task. I look forward to working with Tony for many years to come!

Brenda Downing smooth and easy. Loice was very helpful. Her professionalism was tops.