SCS - Bellevue (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.

Gillian Muessig Brilliant presentation on QSBS stock at Bernstein Global Wealth last week. I am always impressed with the depth of research coupked with wisdom that goes into a Bernstein event.

B Teri (Trix) I highly recommend Zito & Associates. Angie Zito and her team ensured our financial goals were aligned by including our financial advisor in our earliest discussions. Angie informed us about the tax implications of certain investment choices over others, and helped us plan for aging parents, rental properties, and looming retirement. Everyone at Zito & Associates was knowledgeable, considerate, and communicated well. Thanks to them, we had no surprises and felt confident about our financial future. Thank you, Angie!

Schar Olsen I have always been greeted with smiles and respect at this branch. Staff is always helpful and attentive to my needs, and wait times for service has been very low. I have been a client of this branch since 1975.