Helium Advisors - Everett (WA)

Christine Lancia Chris is passionate about his clients and brings a wealth of knowledge, experience, and wisdom to the table. Chris and his team provide a friendly, personally tailored experience that makes working with them (and your accounts) enjoyable and rewarding. Chris was my first financial advisor and Ive been a FC client since 2015. After a relocation, I sought Chris out when FC transferred my accounts to a different advisor who was not meeting my expectations. He took the time to receive my account and even pursued an Ohio state licensure to maintain me as a client. He’s been most helpful with managing my retirement accounts when I changed careers. I’m quite pleased with the service and advice Chris and his team provides. Just give him a call and set up a meeting to see what he’s all about.

Maria De Bruyn Kim has been very helpful in financial coaching for our personal finances and business coaching. She took our unique situation and gave us a way to track everything that worked for us. Each session was value-packed, making it worth the expense. With only a few months in, I can already see how we can achieve our goals much more quickly and efficiently. Kim is also very responsive and will answer any questions I have in between sessions, which is very helpful.

K Sagdahl Amanda helped us with our refinance. She made the process very easy. Her professional, yet warm and friendly service was above and beyond. She also helped us with a rushed potential purchase, always with a quick response. Thank you Amanda, we will use your services again and will definitely recommend you to others!

Tory Charette If youre looking for a true LOCAL bank that welcomes you by first name as you walk through the door? This is your bank!!! I use FFNW Bank for all my personal and business banking. NEVER disatisfied! I enjoy all the staff and consider them friends.

Thomas McKenzie What an awful company. They locked me out of my account for no apparent reason 10 minutes before they closed on Saturday, put me on hold when I called, and then just closed!!! I cant email a complaint because I have to log in to do that. Of course, theyre not open on Sunday.