Stone 8 Wealth Management - Bellevue (WA)

5 /5 GoAsk Chaz: Our experience with Stone 8 Wealth Management, particularly with Robert Lo, was fantastic! Robert’s expertise, professionalism, personalized approach, and meticulous attention to detail made the cost worthwhile. From the moment we started working with him, we were impressed by his friendly, personable demeanor and his great sense of humor, which made the process enjoyable and informative. Robert offered insightful suggestions that we had not previously considered or were not aware of. His thorough analysis also helped us make crucial hard decisions with confidence. We couldnt be happier with the service and advice we received.

5 /5 Fereshteh Dehkordi: My husband and I have used Robert Lo of Stone 8 as our financial advisor for over 20 years. He is knowledgeable, informative and trustworthy. We have been very happy with how he has managed and improved our assets. He is always available and respond to inquiries quickly. He is also a very nice and pleasant person. We cannot be happier with his excellent service. We highly recommend him as a smart and reliable financial advisor. Fereshteh and Frank Westerlund

5 /5 Mark: I have absolutely nothing but positive things to say about Robert Lo. I was referred to Robert by a friend. My friend, his brother and father have all used Robert for years. Robert helped me with my transition into retirement and move out of state, drafting me a financial plan and managing my investments. Robert is always available to assist me and answer my questions. Robert knows his business and is very honest, always putting my needs first. I was recently married and Robert helped my wife by creating a sound financial plan and taking over her investments. Robert made her feel like she was in good hands. Robert helped with the financial merging of our lives leaving us both feeling very confident with our financial future. I highly recommend Robert and his company!

5 /5 Sherri Brown: I have been working with and trusting Stone 8 Wealth Management with my investments for many years and could not be happier. Robert Lo is wonderful to work with! He is a person with so many admirable qualities---Robert is dependable, trustworthy, kind, optimistic, caring, thoughtful, intelligent, very knowledgeable--- and he is so much fun to work with! When I have questions he provides answers; if I am concerned about a money matter, he calls back quickly to ease my concerns. I highly recommend Stone 8 Wealth Management! It is the best!

5 /5 Bobby Ratty: As a former Banker, I was very picky with whom I wanted to have manage my finances. Robert Lo with Stone 8 Wealth Management is not only good with what he does but he is also very personable and always goes out of his way. I strongly recommend Robert Lo with Stone 8 Wealth Management if you are looking for someone trustworthy that is going to be looking out for you with your Finances. Bobby R.