Raymond James & Associates - Seattle (WA)

Rick DeChaineau Patrick consistently provides truly exceptional service! His initiative, expertise and attention to detail made the process of opening new retirement accounts, transferring money from another credit union, and moving it into CDs, extremely easy. He also ensured the initial savings accounts were closed once the money was moved so no monthly fees were incurred. He goes above and beyond, such as giving me a phone update on a transaction that occurred while I was out of the country. Patrick is an exemplary member of the Global CU team!

Ashwin Prasad They are welcoming and enjoy giving wise advice for finances and life

Susan Pedersen This is an outstanding group you can’t go wrong with. After searching in the area, I found Cory a couple of years ago and had immediate five star service. Our initial meeting was very informative with thorough explanations as to what was offered. We were put in the hands of Jed, who is a stellar individual and very skilled at what he does. During the time since, Jed has worked very hard to maximize our investments, even though they are very small compared to many other accounts the firm must handle. We are used to being told we are small potatoes and made to feel that we are not important because we don’t have millions. This group makes us feel like we are top priority and they have made some very smart decisions for us no matter what the market is doing. Can’t recommend them highly enough.

Joel Chavez Todd and the team at Trask Insurance work their hardest to get the best coverage for you and your loved ones. They have been a reliable, dependable, trustworthy company for me since I first became a customer many years ago. I recommend them to anyone searching for an insurance agency that will do their best work for you every time.

Daniel Samo Very professional staff. Well prepared! The manager is doing a great job, working very hard and even knows most of his customers by first name basis. Keep doing a great job!

Lani Sordello We have always had excellent service with the Seattle branch of Fidelity. Recently Caro Jimenez has helped us and she wowed us with her professionalism, knowledge and excellent customer service.