Morgan Stanley Financial Advisors - Bellevue (WA)

chris lute great company they did a great job helping me with reviewing my financials and setting up a retirement plan

Jon Montgomery Perry has been very helpful in handling my individual, custodial, college, and retirement accounts. You can count on honesty and integrity from Perry - with your best interest in mind. I highly recommend him.

Rafael Cotto Great customer service. Explained well before I signed what I was signing. They care about the person. Recommend!

Cindy Ninemire I’ve been working with Peaks Financial for a couple of years, and I can’t say enough good things about them. From day one, their team has been incredibly knowledgeable and professional, guiding me through the complexities of wealth management with ease. They took the time to understand my financial goals and tailored a strategy that made a real impact on my portfolio. Thanks to their expertise, I’ve seen a solid return on my investments, and I feel much more confident about my financial future. I highly recommend Peaks Financial to anyone looking for a trusted and experienced wealth advisor!

Aaron Allison Been with first command over 15 years. Very impressed with the Silverdale office & staff. My advisor, Jeremy Burrier, is stellar. He is an expert in his field. Jeremy takes the time to educate his clients, and he goes above and beyond to understand your life goals and values to shape the best financial plan.

Frank Cisneros Chris Muller, First Command, Lakewood WA Chris has been our advisor for 10 years, his advice and recommendation are alway upfront and honest, I fell we are getting leading edge advise. When were finished my wife and I leave understanding our strengths, potentials and of course the cost of investments. Hes not pushy, updates our information and is attentive when asked questions and makes a mean cup of coffee. We highly recommend Chris Muller as an advisor.

J Fezz Great service and fair pricing. Rock Island is a exemplary business with TRUE equal hiring opportunities. I like to support them because they work to support our growing diverse community by offering on the job technical training to their employees. This business is People Friendly. Shout out to Silver for helping make San Juan Island a place for reliable electronic communications.

no e Came in to open an account with Gesa for the first time, reasonable and quick wait time for the number of people that were there, Edgar was very helpful and nice throughout the entire process and sent me off with a brand new account. I was probably in the building for no more than 30 minutes thanks to him.

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!