Mortenson Financial Services - Raymond James - Seattle (WA)

Mel Foley Lori helped me sort my finances out and led me in the right direction with investing. I highly recommend Lori if you are starting your investment path.

Laurence Larson Fortunately for me, when I became a SAM client, Ryan Walker became my client relationship manager. He has been outstanding. Over the course of the last 2 ½ years, I have posed many questions and sought his assistance and guidance frequently, and he has always been very professional and accessible, responding promptly and in a friendly manner, exercising patience whenever appropriate. He is also very organized. He initiates and encourages periodic meetings to review portfolio performance, the wealth plan he helped me develop, and other topics I wish to discuss. He always prepares an agenda for these meetings, makes certain that everything is covered, and follows through on any action items. Finally, he is relatable and very friendly so I feel free to approach him without hesitation.

Mark Schlichting Tim Villhauer has done a superb job of helping me manage my IRA over the years.  He is conscientious about contacting me on a regular basis and advising me of my options when my RMD is due, and suggesting ways I may want to re-balance my portfolio.  Traci, his Senior Office Administrator, is also top notch.  She is always letting me know if forms need to be completed and if deadlines loom.  Most of all, the office is relaxed and low-key-- in sharp contrast to other financial advisor businesses that I have experienced.  Thanks, team!

Christopher Orr It has been a pleasure working with Builders Capital on our current project. The financing process was simple. The transaction support has been exceptional, especially from Jade our coordinator.

Athena Lindsey Fantastic experience getting our sons new business set up. Quin was very informative after listening to our needs. Highly recommend connecting with this local agent for your needs!!

Chris Coutant Ken and his team are extremely easy to work with! They pay extra attention to details and make sure that you will get exactly what you need! 5/5 stars every time!

Ethan Armstrong Simple to process, easy communication, helpful service, and swift completion. After multiple years of using online tax sites, we found that we had been missing large amounts from previous refunds. Neal, from Hearthstone CPA expertly helped us get what we were supposed to with speed and a patience that helped me concentrate on my job while deployed, and eased my wifes concerns at home.