Integrated Wealth Advisors - Bellevue (WA)

Ben Praetorian I have been a client of Edward Jones for 18 + years. Dan Cicu is the first financial advisor (FA) that has gone the extra mile for me. He listens and formulates strategies to help me obtain my financial goals for my family. I was going to take my business to a competitor due to my frustration with Edward Jones. Dan was able to restore my trust in Edward Jones and it is solely because of Dans hard work to help me to fully understand my investments and how to improve them that gave me the reason to give Edward Jones a second chance. If youre looking for an FA that has your interests and not Edward Jones interests, first, Dan is the person to form a relationship with. Dan will work hard for you and keep you in the loop as much as you want to be involved. Dan is the type of FA that will help you because if his integrity and honesty working for his clients.

Gabrielle Balolia Ted is a great financial advisor and person. He’s a second generation advisor and has done a good job of taking over my portfolio from his father, Tony. I’ve recommended friends and clients to them without reservations.

Adriana We have been with country financial for many years and Ana has been absolutely amazing, she has helped both my mom and me with our insurance needs, and every time, she goes above and beyond. She’s professional, knowledgeable, and always makes the entire process smooth and stress-free.

cassie just cassie They were very easy to talk to and quick service. I love this post office! Really makes you feel a part of the community! Thank postal workers for your work and kindness.

Deborah Lynn Every employee I have had the opportunity to speak with has been absolutely helpful and never made me feel anything less than important. They even support the community with mini art shows that showcase local artists. Personally, Im drawn to business that cater to their town. Also, any time Ive had an issue, or thought I did, I simply do in and they take the time to show me the facts. Thank you Umpqua Bank for taking care of us the way you do!