Senior Finance Advisor - Seattle (WA)

Ruth Wolff My husband and I have been working with Jon for several years now. He has helped guide us through retirement planning, as well as near term financial goals. He has been responsive and trustworthy. I highly recommend

Michael Iannitto She was well prepared and nice and made me feel confident in her.

Chusuk Song I just had a one year anniversary with Eric and his staff. They took the time to truly understand my financial goals and provided clear explanations. Their expertise and professionalism made me feel confident and secure throughout the process I highly recommend Puget Sound Financial Strategies their exceptional financial advice and personalized service.

Greg Grillo In my professional career, Ive used many planning and investing resources. However, none have impacted my life like Draggoo Financial Group, and I only wish Id had the opportunity to work with them earlier. The depth of knowledge, expertise, and empathy for the individual journey is unmatched. If you want a holistic planning resource that covers all the bases, just align with them. Life is always in transition; Braden and his team give priceless guidance to move confidently to the next step.

Austin Matney Recently got a new account with US Bank and was having issues with my debit card. Two women at the counter were able to get on with customer support and help get my card operational. I am extremely satisfied with the service I received.

Greg Keith During our mortgage refinance, interest rates were changing up and down on a daily basis. Andrew was great throughout the whole process and helped us navigate to the best possible interest rate at the lowest possible cost. He worked closely with us and constantly kept us updated on changes and options that would affect our final outcome. Our refinance was fairly complicated but Andrews knowledge and experience made sure we got through the whole thing as easily and quickly as possible and with minimum stress. If you are in the market to refinance your mortgage, you would be doing yourself a great service by contacting Andrew Velin.

Katie Fridell We had a good experience with Angie. There was great communication and attentive to details. Very pleasant to work with. Highly recommended