Transamerica Financial Advisors/World Financial Group - Bellevue (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

Trista Magaña Great service, so very thankful to the gal that helped me in the drive-through this morning. Your customer service was awesome.

Tereica K Very personable, knowledgeable and dependable. We have been with Roger Kinder for many years.

Arielle Zina What a thoughtful, hard working, diligent, kind, comprehensive and all around amazing Broker. Howie was so great to work with - he quarterbacked our property purchase since our realtor was not very engaged or helpful. We couldn’t have done this without him, and wouldn’t have wanted to. Howie stepped up to make sure we closed *incredibly* quickly, ensured we moved fast but still took time to explore all options and explain them to us. When issues arose, he was available to talk us through them and solution with us. We also got much more competitive rates with Howie than we would have with our credit union. All around, I highly recommend him !

Alma Lara I have been trusting Sandra with my taxes since 2011, and I can confidently say that her professionalism, attention to detail, and commitment to building trust are truly exceptional. She approaches her work with a level of care that I have never experienced with any other tax professional. Her thoroughness ensures that every detail is accounted for, and I have complete peace of mind knowing my financial matters are in such capable hands. Sandra doesnt just do a job; she builds a relationship based on trust and a genuine dedication to her clients well-being.

Madden Market These ladies made opening a new business account easy and fun! Authentic and knowledgeable, they helped me understand the differences between personal and business checking. They were so encouraging and happy for me! Thanks Megan and Terica!

Jason Johnson Awesome staff who know what theyre doing.