EP Wealth Advisors - Seattle (WA)

Barb Both Terry and Heather are awesome to wrk with, great people as we have complete trust in their Advise!

joann darrah Angie and her team are not only friendly, but extremely knowledgeable. Trustworthy and genuine are the two adjectives that best describe these people. I am so thankful for being referred to her.

Carmita Barnes The best of the best people work here! Such an amazing crew!

G O Jerod Patterson has been great to work with. He’s done an amazing job providing me with explanations and resources to the questions I have. I highly recommend working with him.

Chelsea Douglas Love this branch! There are several banks closer to me but heritage is perfect for my small local business needs so I made the drive. No extra fees and the tellers are always kind and fast

Rick Stidger Great corporation. Very professional.

Pat Knapp Martin has been our accountant for many years. We have been completely satisfied with the service we have received. I have always felt comfortable calling if I had any questions. Thank you

Oanh Nguyen Knowledgeable staffs , the best financial advisor ....I feel at peace with my pofolio that he created for my retirement.