Seaway Financial - Mill Creek (WA)

Monica Lowe After realizing that a place like Fidelity was for-profit (they dont work FOR you, they work to make their own money!), I was looking for a fiduciary to manage my investments properly. Shelley was super friendly, helpful, and explained everything so I understood. In her care, mine, my husbands, and my mothers IRAs have grown substantially, even through the ups and downs of the last couple of years. Yes, a fiduciary costs more, but as a company that is legally bound to work in my best interests, I still have made more on my investments than I did in over 5 years with Fidelity. And with my mother now living off her IRA, the ability to do an automatic payment every month has been such a time and energy saver. I love the future planning, as well - now we have a clear vision of what we need to retire, and Ive even gotten informational calls when theres been upheaval in the market. Shelley and Ryan have been nothing but wonderful, and I have every confidence in them (and we arent huge investors, but I never felt like our little bit was less worthy of attention from her office. I appreciate that!)

Dina McRae Travis has been my advisor for ten years and is knowledgeable and skillful in my financial planning. He is also a caring and supportive human and all around good person who helps clients and his community. I highly recommend Travis.

Dennis Bigness Kevin is a trusted partner that provides institutional level insights & strategies in a very personal, high touch relationship.

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.

Brad Gotte I had a first time visit with Jared today and I was really impressed. He is very attentive and does a great job of explaining the fundamentals of investing. Whether you are investing in your future for the first time or transfering existing investments, Jared and his staff (Pam) will no doubt take great care of you. Highly recommended.

Chili Puff Great service, friendly and accommodating staff. Call to schedule a ride 2 days in advance, although sometimes you get lucky and they can do same or next day rides. Handicap accessible vans will pick you up at home and take you anywhere in the Great Mid-Columbia area for any medical-related trips. Five ⭐ service!