TIAA Financial Services - Seattle (WA)

James Hart My wife I have been with Northern Capital Management (NCM) for nearly 30 years. We have worked directly with Jim Wilson, Dave Holloway and other staff members at NCM during this time. My employer used them to manage our 401K plan from the start of the plan sometime in the early 90s. I dont usually write reviews but felt compelled after seeing the negative review posted in 2020. Reviews are like opinions, we all have them, so sharing mine. Jim, Dave and the entire staff at NCM have earned my trust and business by their actions, ethics and knowledge. They have been willing to meet with us as often as we wish and have found their advice and explanations of investing (both risk and reward) to be understandable and on target. They have helped and advised on matters outside of the direct business of investing. Life Insurance, Long Term Care, Wills, Medicare etc. My wife and I are both now retired and looking forward to the years ahead. With NCMs guidance and the grace of our God we will be able to live and give like we planned. Thanks NCM Jim Hart

stickmanz Its a credit union, why would you go anywhere else? Their tellers are actual bank tellers and not salespeople. Theres no BS fees. Their open hours could be better, but their app is amazing.

Mary Schillinger Closed permanently

Cam Kay This business is located in the Elks Building which was built in 1911 and added to the National Register of Historic Places in 1983. This is a beautiful historic building and a must see.

Vy Dam Ryan reminded me of a close friend from college for his honesty and patience. My partner and I have gained much more confidence and knowledge from just 2 times meeting with him and for someone whos new to financial planning, he patiently walked us through step by step which is super helpful. Hes definitely passionate and committed in helping his clients achieve their financial goals. Were now having a great understanding of our finance and what to do to manage and grow our money! Its never too late to start financial planning. Highly recommended!

Nyree Shannon Great loan officer and great service!

Don McClellan We are very happy with Jordan. He does a great job explaining our current financial status and listening to our goals and needs. He has given us great suggestions regarding as we move forward. We trust his advice.

Paris Evans The Retirement Solution is amazing, their investment advice is great and helps me better achieve my goals and worry less about finances. What life savers!