Pacific Summit Group - UBS Financial Services Inc. - Everett (WA)

Camden Heilborn Felix has been the most helpful!! The financial plan he’s created for me has took an incredible weight off my shoulder. He listens, understands my goals, and inspires me to take charge of my finances with incredible guidance. I couldn’t be more thankful and 10000% recommend!

Evan Kienel A very cool atm, quite exquisite

Tamara Barkdull If I could give a no star review I would. Was supposed to have a loan and after paying a 1000 dollars upfront they still asked for more money. I would never recommend them for anything

George Harvey The company previously known as Vestory has become Apella. Weve been happy Vestory clients for about 10 years and I wanted to paste my old Vestory review in to the new Apella Google Maps information. "Were retired now, but during our working years we read a lot of books and investment magazines, took a few seminars and talked to a number of investment advisors, commission sales brokers, and other interesting people that inhabit the investment world. We gradually educated ourselves (sometimes expensively) on the best way to invest, and thats why were at Vestory. Their fees are very low, they promote the classic "own the entire market inexpensively with index funds" philosophy that has been scientifically proven, its a fiduciary relationship and they never try to sell me anything. Theyre good people. We communicate frequently, they help us with important decisions, and I sleep well at night because I never have to worry about money. The service is excellent. Were very happy."

Jaquelin Calderon The best place and the hard workers like Kelly Price. Thank you for all you have done and for helping me to make my dream come true. You are amazing and I thank god and thank you because you understand people with no hope because other agency take that away from people and you Kelly give that back to me.

Chelss Ssea Staff is always so friendly, accommodating and patient. Diane was extremely on it and helped me with everything I needed for opening a business account. I have had a checking account with them since 2017, and I have had no problems at all. Great Bank!

Jeff Garlock Glenn, Kari, and the team provided a comprehensive financial analysis and developed a plan for our retirement that we can feel comfortable for which to follow. He provided the information we needed in a format that was easy to understand, and was able to answer all of our questions. This gave us the confidence to proceed with our plans to retire, knowing there was a clear path to financial stability.