Mortenson Financial Services - Raymond James - Seattle (WA)

Jo Gerdin Steve was fantastic in helping us roll our 401K account into a new IRA. He was very patient and was willing to come to our home to learn more about our specific situation and to help us finish paperwork. He also helped us with some long term planning and budgeting and helped us put another 100K into the markets. He did. a fantastic job.

Jeremy Friedland I have been working with Gaston for almost two years now, and am very impressed with how up to date he is with my financial portfolio. The attention that he shows me makes me feel like I am his only client, but since he continues to win High Achiever awards, Im pretty sure he keeps his calendar full with lots of other clients. I would recommend sitting down with Gaston and let him show you how to be smart with your money.

Darren Ruh Hands down the ladies on staff at the Everett branch are the best ever. Helpful with my needs, professional, friendly and fun. I will "never" do my banking anywhere else. Thank you ladies and keep the great work. Number one in my book.

Greg Grillo In my professional career, Ive used many planning and investing resources. However, none have impacted my life like Draggoo Financial Group, and I only wish Id had the opportunity to work with them earlier. The depth of knowledge, expertise, and empathy for the individual journey is unmatched. If you want a holistic planning resource that covers all the bases, just align with them. Life is always in transition; Braden and his team give priceless guidance to move confidently to the next step.

Ingram Kate (Herenow) Emily championed my home purchase with just the right amount of everything needed. Never overbearing, she was always there to answer questions and make sure the loan went through on time. Highly, truly recommend!