The Petricic & Phillips Financial Group - Bellevue (WA)

5 /5 Kasey McKillip: I had a great experience with The Petricic and Phillips financial group. They were very knowledgeable and helpful in guiding me through my financial planning. They were able to answer all of my questions and provide me with a clear plan for my future. I felt like they really listened to my concerns and tailored their advice to my specific situation. Overall, I would definitely recommend Petricic and Phillips financial to anyone looking for financial guidance.

5 /5 Nate Weaver: I have been a client with Petricic & Phillips for over a decade now. The reason I have stuck with them this long is because of how great they are. They have set me up with a solid financial plan to fund my future and I constantly see continual growth. They are always looking to see what they can do to better serve their clients and listening to their clients needs to make sure that they are being met. From the quarterly newsletters to the zoom webinars and other events they have for their clients there is constant and transparent communication. As a client they make you feel valued and the transparency makes it nice to know that they are always holding your best interest in mind. I’ve watched their team grow and as they’ve added new members there they always make sure that the folks they bring aboard perform their work with the same integrity and ethics that Don and Tom have. If you’re looking for financial advice, look no further than Petricic & Phillips. Give them a chance and you will be thankful you did.

5 /5 Todd Gordon: I would encourage anyone to meet with The Petricic & Phillip Financial Group. I have had various so-called "advisors" over the years. Not until I met with Don Petricic did my financial portfolio begin to flourish. These guys dont perform magic (they dont need to), but they just know how and what to do to make your net gains rise. My retirement was pretty stagnant for many years. After coming up with a solid game plan, my retirement is exponentially growing and it looks like I will not have to work until I die. The 5 star review represents the overall service, care and one-on-one treatment I get every time I contact the office. Just take a meeting and you will see why they are the best.

5 /5 Kyle Grubbs: I had the great fortune of working with an outstanding financial planner who has completely transformed my financial outlook and set me on a path to success. From the moment I met Don Petricic, I knew I was in capable hands. Their expertise, dedication, and personalized approach truly set them apart from the rest. Don is a true financial wizard, with an unparalleled understanding of the market and a knack for predicting trends and opportunities. Their insights and advice have been nothing short of extraordinary, and theyve helped me make well-informed decisions that have greatly benefited my financial portfolio. What impressed me most about Don is their genuine passion for their clients financial well-being. They took the time to understand my unique financial goals, short-term needs, and long-term aspirations. I always felt like a valued individual rather than just another client on their roster. Communication was top-notch throughout our journey together. Don was always available to answer any questions or concerns, promptly responding to emails and calls. Their ability to explain complex financial concepts in a clear and accessible manner was a breath of fresh air. Thanks to The Petricic & Phillips Financial Groups guidance, my investments have flourished, and I have achieved financial milestones I never thought possible. Their skillful management of my assets has generated impressive returns while minimizing risks appropriately. Besides their expertise, Don is an ethical and transparent professional. They were upfront about any potential risks and didnt sugarcoat the challenges that might arise. This honesty and integrity further solidified my trust in their abilities. Beyond their financial acumen, Don displayed genuine care for my financial well-being and future security. They constantly kept an eye on my progress, adjusting the financial strategy as needed to align with changing circumstances and market conditions. In summary, I cannot recommend The Petricic & Phillips Financial Group enough. They are the epitome of what a financial planner should be: knowledgeable, attentive, communicative, ethical, and genuinely invested in their clients success. If you want a financial planner who will go above and beyond to ensure your financial dreams become a reality, The Petricic & Phillips Financial Group is the one for you!

5 /5 Austin Velarde: I have worked with Don & Tom for approaching a decade. The more time I spend with them, the more fortunate I feel to have them in my corner. If you need help maximizing your wealth, they are best in class professionals and people. You’ll find that same care and professionalism with all members on their team.