Seattle Wealth Management, LLC! - Seattle (WA)

Dan Driver Great experience the staff was great at explaining and at offering other services with my loan

B o b B rooks Great staff

Kathleen Moses Since trump has been president a lot more people need to go there to survive. There food is great and always before the expiration date. They are very kind and helpful. They dont treat people like they are less than. They are truly wonderful.

Amanda Wolff Tristan is an amazing financial advisor. I had no idea what to do in order to plan for retirement and I thought I had waited too long to be able to start planning. After meeting with him, I feel so comfortable and reassured that he has advised me in a way that I can trust and has set me up to be financially free. He is genuine, authentic, never tries to "sell" you on something that is not a trusted investment or path. He has been in his clients shoes and always advises what is best for them. He walks you through the process and explains everything, telling you pros and cons of each investment. I had so many concerns and questions and he answered them all. I am happy I found him and regardless of where life or jobs take me, I will continue with him for the next 20-30 years into retirement. I trust him, he listens without judgement and helps me create goals at a price point I can afford. He is honest and genuinely one of the coolest people I know. If you are hesitant to meet with a financial advisor, try scheduling with Tristan. I know he will be able to help you and anyone with their financial goals.

Brent Ross The team at SNA financial is truly amazing. Grateful for them.

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!

Koda Chovanetz My wife and I recently worked with Pacific Portfolio Trust Company to put together an estate plan and long-term wealth strategy for our family, and we’re really glad we did. With two kids to think about, we wanted to make sure everything was set up properly for the future, and the team at Pacific Portfolio made the whole process straightforward and stress-free. They took the time to understand our goals, explained our options clearly, and helped us create a plan that gives us peace of mind. We never felt pressured or talked down to. They were knowledgeable, approachable, and genuinely thoughtful in their advice. If you’re looking to protect your family and plan for the future, I highly recommend working with Pacific Portfolio. They’ve been a great partner for us.

Husam Hayali I had the pleasure of working with Fuad, and I couldnt be happier with the outcome. With two businesses and multiple income sources, my taxes were quite complex. However, Fuad expertly navigated me through the application process and various forms, ensuring everything was done correctly. What truly impressed me was the seamless online experience; despite the distance between us (hes in Washington, Im in California), we managed to accomplish everything virtually. I highly recommend Fuads services to anyone seeking knowledgeable and efficient tax assistance.

Jonathan Lee Awesome, and helpful services with 2 locations for your conveinence! One in Mercer Island and one in Lake Stevens!