United Capital Financial Advisors - Seattle (WA)

Michelle Abbott Needed help with better banking. The whole team worked with us and made it good will highly recommend.

Rick Miles We initially bought our house in Ellensburg 2 1/2 years ago through Tara - very smooth and easy. We just completed a re-fi -it took a little longer due to current mar market situation, but Tara was very responsive and really helped in getting things put together. She will get on the phone and call to explain what is going on. She and her staff were great.

Chris Stoll My husband and I were owners of a small business - he had retired in 2019 and I was due to retire at the end of 2022. Our partner intended to keep the business open. Well for over 30 years I did most of the administrative work, including all of the accounting and payroll, except for the annual tax return. We were all working out of our homes so it didnt seem to right to hire an employee. At the time, we were using a large accounting firm for our annual tax return and we asked about taking on our business for "every day" bookkeeping - nope, their specialty was working with larger firms. So the search began! I researched several other firms and it just didnt "click". Turns out I saved the best for last when I met with Shari Cox of PacStar Financial! Small business? Her specialty! Shari is friendly, compassionate, easy to work with and importantly, an excellent accountant! I highly recommend Shari and her team for your small business!

Joshua Crane The best in the business, hands down. Above and beyond in their customer service. Great people with great hearts. Im a proud member and will continue to be. Love these folks here.

Raphael lee Mrs Oliverio was professional and extremely knowledgeable. She was approachable down to earth and explained to me investing in a way I could easily understand. My family has invested with Mrs Oliverio for several years and we are extremely happy with our returns.

Stephanie Plesha Al was incredibly knowledgeable, thoughtful and kind when we met to discuss commercial insurance. He gave me excellent advice on the coverage my business may need and won’t need. I’d recommend his services to anyone who’s looking for insurance options.

Leticia Bazemore Love this branch and all the banner bank branches. I have been with this bank for almost two years with no incident. Love the fact that they are polite and very helpful. All the tellers at the bank are awesome. The bank manager is nice as well. Keep up the good work and thanks for being so personable.