Heritage Wealth Advisors - Ameriprise Financial Services, LLC - Everett (WA)

Bob Strakusek Tom has been assisting us with our financial planning for many years. Always listens closely to our needs and always delivers an excellent strategy!

Amber Violette Night or day the staff are friendly and go out of their way to help you find what you are looking for. Variety of drinks from Bug Juice to Beer and everything in between. Fast, friendly, and if you pay for gas with cash, take 6 cents off per gallon.

Kim Main Working with Derek and his team has been one of the best financial decisions we’ve ever made. From day one, Derek has been incredibly communicative, friendly, and professional. He explains things clearly, listens to our goals, and builds smart strategies tailored to our needs. Thanks to Derek’s guidance, we’ve seen real growth in our finances — and the results have truly been life-changing. We were able to retire earlier than we ever expected. His entire staff is also top-notch — responsive, kind, and always willing to help. It feels like working with a team that genuinely cares about your success. Highly recommend Derek if you want someone knowledgeable, approachable, and effective on your financial team!

Jon McKnight This branch has helped us tremendously in the last two weeks with all types of banking, including estate accounts. The entire team and managers have helped us with guidance and professional Assistance with forms and phones calls to different departments with BOA as well. Great support for our family. Thank you!

Beth diodene Love Edward Jones