Helium Advisors - Everett (WA)

G M Cyndy is amazing! She does all our commercial sports financing and is responsive and really works to make sure our clients find the best package for their needs. She is hands on...love it!

Joshua Crane The best in the business, hands down. Above and beyond in their customer service. Great people with great hearts. Im a proud member and will continue to be. Love these folks here.

Zach Welch Professional and friendly folks. If you are looking for a holistic investment strategy you cant beat FP. Their fee is all they make. They are under no pressure to sell you anything.

Bryan Mazzucco Have been going to see Alisha for years now, she is wonderful professional and always supports us with her knowledge, and her office is just a nerds paradise! Look forward to our yearly meetings!

Matt Cuellar Colleen has been an invaluable partner in helping Nicole and me plan for retirement and our long-term goals. Shes a thoughtful listener, deeply knowledgeable about the market, and consistently helps us stay focused on the big picture—even during turbulent times. Her follow-through is impeccable, her planning is thorough, and we rely on her insight for every major financial decision.

Mark Schlichting Tim Villhauer has done a superb job of helping me manage my IRA over the years.  He is conscientious about contacting me on a regular basis and advising me of my options when my RMD is due, and suggesting ways I may want to re-balance my portfolio.  Traci, his Senior Office Administrator, is also top notch.  She is always letting me know if forms need to be completed and if deadlines loom.  Most of all, the office is relaxed and low-key-- in sharp contrast to other financial advisor businesses that I have experienced.  Thanks, team!

Charlie Hollaway Accidently stabbed myself while carving. Got to the er about 9pm on a Saturday. The staff Bill, Michelle, Janelle, Amy and Dr Peterson were quick, professional and pleasant to deal with. Great instructions for home care and excellent follow up.

Chili Puff Great service, friendly and accommodating staff. Call to schedule a ride 2 days in advance, although sometimes you get lucky and they can do same or next day rides. Handicap accessible vans will pick you up at home and take you anywhere in the Great Mid-Columbia area for any medical-related trips. Five ⭐ service!

Linda Schrubbe Great people, Rory is awesome , very helpful, he is down to earth and really smart.