Family Wealth Management Group - UBS Financial Services Inc. - Seattle (WA)

M Guerrero Easy on and off the highway location. The staff was already inside before 9 AM which is when they open. ♿️ Handicap parking in front of the door which was very convenient for me. ATM outside the double doors and inside the double doors. Next to Subway in front of Safeway. Looked very clean.

Liliana Marcial Stephanie is truly one of a kind. She goes above and beyond to make sure her clients are taken care of and always takes the time to explain everything clearly. I trust her completely with my insurance needs and wouldn’t go anywhere else!

C. S. Mike Vaughn was referred to my college-age son by his grandmother. He was very responsive to and knowledgeable about my sons questions regarding his first-ever tax (personal and business) return, his online business, and college financial aid implications. He also didnt charge an arm and a leg for his valuable service. We would highly recommend Mike to any business owner and working college student.

Autumn Eley Kaitlyn was my superhero today! Not only did she lift my spirits and ease my stress throughout my battle with getting my transaction figured out with PayPal (not something you want to do alone), but she was also on the phone with me for nearly 30 minutes, helping me figure out this situation! I am so grateful I had her as my representative today, and she gave me so much grace and patience that I had to appreciate her. Kitsap Credit Union, you were lucky to have someone like her working for you. She is what it means to be a good honest, hard-working person Who’s here to represent her clients! Amazing work!

Rachel Freeman I had a great experience with reliable credit. They worked with me when I was in the hospital and gave leniency when needed which was SO appreciated. Today I talked with Daisy and paid off my car! Everyone has been understanding and put effort into helping my situation as best as they could. Will go through them again for a car loan!

Jaime Jaynes (she/her) Clarity is such an incredible company to work with. They are kind, intelligent, and thoughtful financial partners who really help small businesses stay in business with their sound advice and reliable accounting.

Jordan Ewing No complaints. Friendly staff.