Senior Financial Advisors, Inc. - Bellevue (WA)

Gus Woods I have been with Edward Jones for 2 decades and most of that has been with Schelley. I have ZERO complaints. She is honest, transparent and a pleasure to work with. The front desk ladies are great as well.

Karen Thompson John, and Theresa, the office manager, are top notch. They have been so helpful to us over the years & we trust them to take good care of our retirement nest egg.

S P Instructions were clear and we were treated kindly. Great job summarizing information and open to answering questions on the mammoth paperwork a person does not deal with oftem in their lifetime. We appreciate the warmth and support we received throughout the process.

Malachi Salcido I have had the pleasure of being represented by CLA for many years, both personal and business interests. The combination of a local office with a national presence is the ideal mix of caring, real people I can work with that actually live here and significant expertise across a wide range of tax, assurance, and wealth management content areas. I recommend CLA without reservation!

Kari & Jon Foote Working with the Avier team has been such a positive experience- they’ve become more than just financial advisors to us; they’ve truly become trusted friends. They take the time to genuinely listen and understand both our personal and professional goals, whether short-term or long-term. Their advice is always thoughtful, tailored, and grounded in a deep understanding of what matters most to us. We feel supported, heard, and confident knowing they’re in our corner. Highly recommend to anyone looking for a successful team that truly cares and can be trusted.