Margaret Warner: Primerica - Financial Services - Everett (WA)

Marisue Harves This particular Edward Jones office is the tops! They have your back and help you navigate through your financial needs! They are always there for you. I strongly recommend this Edward Jones office!

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

Larry Brown Kelsey discovered a $10000 fraud on our checking account before I did. The us bank local closure still irks me, but the alternative is far superior.

PJ R’man We have moved ALL our accounts--brokerage, retirement, HSA--to Schwab in the last few years. Most recently, we moved a brokerage account from E*Trade/Morgan Stanley. ETrade/MS was impossibly frustrating and has taken TWO WEEKS to give me my money (still pending) and charged two very large fees while they were at it, one from our existing account AND one from our NEW account with Schwab. Why two fees? Im sure ETrade/Morgan Stanley splits them in order to hide them since I only found them among the downloaded transactions I happened to capture before they locked me out and the description on one of them was just "Brokerage to brokerage fund transfer." NOT COOL. I called Schwab for help in figuring out what the other firm was doing and if it was really legal, and Schwab REFUNDED BOTH FEES to us! Amazing. Schwab has real people to help us by phone 24 hours a day, every day of the year--REAL HUMANS. They are extremely helpful and, dare I say, show compassion and ethics. What a concept. I cant say the same for ETrade / Morgan Stanley. So, to recap: I highly recommend Schwab and DO NOT RECOMMEND EVER E*Trade NOR MORGAN STANLEY for your money!

kolobogs69 As I planned for my retirement several years before I was ready (having enough money) I made appointments with several competitors of Harlow wealth management. I sat down with representatives and got the entire sales pitch of what they could do for me and how much it would cost me in fees. Harlow wealth management had the clearest and most concise answers for me regarding when a I could comfortably retire and how much income I could collect every month as income. They also gave me accurate numbers of how much I will have at any age up until death to pass onto my children. The service is absolutely top notch. Every person I have dealt with has been very accommodating and quick to act on my needs. I also would like to add that they charge the lowest fees!! Great company and Im getting great results in my investments. Thanks Harlow Team!

Evangel Faimalo Kelly was amazing and the whole office was very kind and warm. They did their best to make you comfortable. It was such a quick and easy process and they helped me grow my credit score! I would recommend them to my family and friends. Or anyone really!