Keywords: Financial mickelson wealth management wa

Mickelson Wealth Management - University Place (WA)

Address: 🏡 2518 Bridgeport Way W, University Place, WA 98466, USA
Phone : +1 (253) 565-6768
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJvxLKH4SrkVQRG2TZ7ANxfEo
#Washington

BECU credit union - Everett

Andrew Ketterling Becu is an awesome bank, been a member 6 months. They offer great services and went in today to get a personal loan. Sam was super knowledgeable and had excellent communication on helping out with the loan. Sam also set us up with a refinance on the car loan, saving us a lot of money. Sam was super helpful. Thank you!
5 /5

The Elton Group - COUNTRY Financial - Anacortes

Natalie Gonzalez If you’re looking for a knowledgeable and customer focused insurance team, The Elton Group at Country Financial in Anacortes, WA, is an excellent choice.
5 /5

Fortis Financial Group - Bellevue

Sara Catherine Neal My husband and I started working with Fortis when we moved to Seattle. The team there is professional but still incredibly personable. They manage our portfolio, retirement plans, long term financial planning and even home buying support. The piece of mind they provide cant be quantified. Couldnt be happier with our decision to work with them!
5 /5
edward jones  financial advisor: shannon day chfc® wa

Edward Jones - Financial Advisor: Shannon Day, ChFC® - Bellingham

Olivia Yates Shannon is by far the best financial advisor I have worked with! She is personal, honest, and always checking in to ensure we are on track to meet our goals. She has helped my husband and I build financial security to purchase a home, start a family, and continue to build our small business. I recommend her to anyone and everyone who asks! You wont find a better financial partner in Bellingham.
5 /5

Atwater Kim M CPA - Port Orchard

don pulisevich I have been with this tax accountant company for many years they are in my opinion one of the best. They will make sure that you have your taxes prepared properly.
5 /5

1st Security Bank Home Lending Office - Puyallup

Kelly Ohm Kim Stallcop Boyko and her team were all so communicative and helpful. Kim was available anytime I had questions and was very proactive in talking about my options as the home buying process developed. Ive bought homes before and none of those experiences has been as smooth and easy working with a lender as this was
5 /5

JB Tax and Finance Office - Renton

Cari Ota Janice is amazing! She has been doing my taxes for the last 7 years with great patience and sound advice. Recently, she even helped us with a great recommendation when buying our first home that saved us a lot of money by alerting us to a local program that our loan officer didnt even know about!
5 /5