Millennial Wealth, LLC - Seattle (WA)

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!

C. S. Mike Vaughn was referred to my college-age son by his grandmother. He was very responsive to and knowledgeable about my sons questions regarding his first-ever tax (personal and business) return, his online business, and college financial aid implications. He also didnt charge an arm and a leg for his valuable service. We would highly recommend Mike to any business owner and working college student.

Timothy Phelan Service is great, friendly and professional. Maybe the critics should take time to find out tat Monday Mornings and Friday afternoons are busy due to businesses making deposits. Alternatively they could get out of bed earlier or heaven forbid bank with one of the conglomerates who really dont care about people just there money.

Chrystal B Gailon,Paula, and their wonderful staff have been responsibly handling investments for 3 generations of my family, we are more than happy with them!! Friendly, efficient, informed.

Rick Miles We initially bought our house in Ellensburg 2 1/2 years ago through Tara - very smooth and easy. We just completed a re-fi -it took a little longer due to current mar market situation, but Tara was very responsive and really helped in getting things put together. She will get on the phone and call to explain what is going on. She and her staff were great.

Ian Smith I used Bugaboo Bookkeeping service for my taxes and Jaime Waters of Bugaboo Bookkeeping did a fantastic job!! I encourage anyone to go to her and Bugaboo Bookkeeping, especially for their crypto currency needs. This is the second year I have gone to her and Bugaboo and again it was AWESOME. she took care of my every need and was incredibly responsive when I needed her the most. She did a fantastic job. I recommend her and Bugaboo Bookkeeping Services for anyone who wants to get their taxes done right! Thanks, Jaime!

Gaby Penfield Marguerite and Yvonne were incredible in helping me with a stressful banking situation. Not only did they help but they were calming, warm and kind. I felt like I was in the best hands, and the situation all worked out for the best. I am so grateful to them and will highly recommend this branch to anyone!!