Seattle First Asset Management LLC - Seattle (WA)

Josh Hartmann I thought I had my finances figured out but decided to take a meeting with Riley after a friend referred me over. Our first couple conversations were definitely eye opening! You really dont know what you dont know. I tend to get caught up in headlines around when to buy and sell so its nice having a professional who can manage my investments with a disciplined strategy and reliable index funds. I also was missing out on some big tax benefits that should help with saving for a home big time. Now Im regretting waiting this long to use a CFP but better late than never. I was as skeptical as anyone but trust me, take an initial appointment, youll only benefit.

Chelsea Douglas Love this branch! There are several banks closer to me but heritage is perfect for my small local business needs so I made the drive. No extra fees and the tellers are always kind and fast

Mike Baker OBO my wife; she had a wonderful first experience at this location. While packing two kids and opening 2 accts. Not only were they all polite and helpful they also helped with our kids when they got restless. I highly recommend them!