Focus Partners Wealth - Seattle (WA)

Caren Roberts Dan is wonderful to work with. He is authentic in the way he cares about me and truly wants me to do well with my finances. I am retiring this year and he is taking me through the steps one at a time, willing to write letters, make calls and has even offered to go with me to the Social Security office! He treats me like family and I really feel that way. Times are tough money-wise but with him leading the way, I feel confident and secure about my future and that is gold!

Duncans T Trey is a great financial advisor. He is always available by phone or in person.

Cyndee Rayburn-Smith Rob and Beckie are exceptional! Investing and preparing for retirement can be daunting, but Rob and Beckie walked us through this process over the years with open arms and the wealth of knowledge necessary to help us make good decisions. We started investing for retirement a little late in life, but Rob advised us step by step, worked with the financial situation we were in, and has now seen us through fruition. Working with Rob and taking the advise he offered has put us exactly where we need to be, and we were able to retire on our projected date with amble assets. This relsationship is not over yet. We will continue to work with Rob and Beckie moving froward. They have become family... Bruce and Cyndee Smith

Debbie Cone I found out this morning that the clinic has a Express Care. I walked in, was seen by Dr. Keith Bell with a wait no longer then if I had a appointment. Dr. Bell, checked my symptoms & I was out, just as quickly as I came in. My influenza A apparently spending too much time in my lungs. Thank you, this evening Im already feeling a tad better!!!

Nolan Brandon Sasha is exceptionally detail-oriented and has been zealously focused on optimizing my financial plans. She does not accept the status quo and instead goes above and beyond to identify opportunities I never would have considered on my own. Her experience is especially valuable for active duty military as she understands our unique benefits and challenges. I highly recommend her as a financial advisor.

Mike Iman These are the most friendly and helpful personnel youd ever want in a bank!

Joshua Hamer As a first-time borrower, I had a lot of questions and some unique circumstances. My lender walked me through the process clearly and made sure I understood my options. I always felt like they were looking out for my best interests, and their communication gave me confidence in a process that could have felt overwhelming. I’m very grateful for their guidance and would recommend them to anyone—especially other first-time buyers.