Highland Private Wealth Management - Bellevue (WA)

Daniel Samo Very professional staff. Well prepared! The manager is doing a great job, working very hard and even knows most of his customers by first name basis. Keep doing a great job!

Veronica Harris Aside from being a Debt Collector, the services are fine. If you never let anything go into debt, and monitor your Credit report like YOU SHOULD, youll never have to deal with them. I called, talked to Jared I think was his name is it was fine. He was nice, and you know a debt collector. If you dont want to have to deal with a Debt collector then DONT ACT LIKE AN CHILD. And take care of your stuff. Other then that, they were nice each and every time I called.

Angelina Riches Jared VanDine was absolutely outstanding!! Such great energy and very welcoming!! He has such amazing passion for what he does and I can visibly see that without even talking to him! He has great leadership and communication skills it’s astonishing! He took care of me and walked me down the process of getting a credit card for the first time, I am so excited and he made me feel excited to get my new card!! I was with him for about an hour and it felt so fast and efficient!! He’s definitely a guy that you can’t get tired of!

Rica Bakotich My contact with the person who handled my application was very friendly and professional and at the same time. My loan was approved quickly and the money delivered just as quickly. Very good people to deal with.

Monica Lowe After realizing that a place like Fidelity was for-profit (they dont work FOR you, they work to make their own money!), I was looking for a fiduciary to manage my investments properly. Shelley was super friendly, helpful, and explained everything so I understood. In her care, mine, my husbands, and my mothers IRAs have grown substantially, even through the ups and downs of the last couple of years. Yes, a fiduciary costs more, but as a company that is legally bound to work in my best interests, I still have made more on my investments than I did in over 5 years with Fidelity. And with my mother now living off her IRA, the ability to do an automatic payment every month has been such a time and energy saver. I love the future planning, as well - now we have a clear vision of what we need to retire, and Ive even gotten informational calls when theres been upheaval in the market. Shelley and Ryan have been nothing but wonderful, and I have every confidence in them (and we arent huge investors, but I never felt like our little bit was less worthy of attention from her office. I appreciate that!)

Keefer J Great Credit Union for banking & financial matters. Staff are great & very helpful. Clean open design & friendly staff. Very highly recommend.

Stephannie Chambers Brian has helped us file taxes for our farm for the last two years. He’s friendly, knowledgable and honest. We’ll keep coming back as long as he’s in business.

Ken Johnson The Moses like office is the best. Very pleasant and enjoyable people to work with willing to go the extra mile. To help get matters resolved.

Noah Anacker The founder Jonee has been my favorite person to work with over my 9 year business journey. Across all 6-7 business ventures, all my personal taxes, friends/family’s taxes, the successes and failures; Jonee has not only done the dirty work but has provided strategy, oversight, and pitfall prevention for my journey. As a business owner, ONLY focus on making the money; let her focus on making sure the money goes where it belongs(she’s a tax professional)!