Keywords: Financial universal realty advisors wa

Universal Realty Advisors - Lakewood (WA)

Address: 🏡 8404 83rd Ave SW Suit H, Lakewood, WA 98498, USA
Phone : +1 (253) 777-4452
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ63JmwbsAkVQR5PB6Yr_dA9I
#Washington

U&T Financial - Seattle

Grace Very friendly and helpful staff!
5 /5

Harborstone Credit Union - Lakewood

Charity G I am in a tight spot selling a house moving and getting a divorce. I needed a line of credit to help me get by while my house sells. I applied online called the loan center and Blanca Reyes was so helpful, efficient and amazing to work with. Within 2 hours I was approved, signed and the line was available for use!
5 /5

Financial Advocates - Olympia

Oregon Customer Great firm and a ton of resources!
5 /5

First Command Financial Advisor - Chris Muller - Lakewood

Christine Lancia Chris is passionate about his clients and brings a wealth of knowledge, experience, and wisdom to the table. Chris and his team provide a friendly, personally tailored experience that makes working with them (and your accounts) enjoyable and rewarding. Chris was my first financial advisor and Ive been a FC client since 2015. After a relocation, I sought Chris out when FC transferred my accounts to a different advisor who was not meeting my expectations. He took the time to receive my account and even pursued an Ohio state licensure to maintain me as a client. He’s been most helpful with managing my retirement accounts when I changed careers. I’m quite pleased with the service and advice Chris and his team provides. Just give him a call and set up a meeting to see what he’s all about.
5 /5

Zito & Associates LLC - Coupeville

B Teri (Trix) I highly recommend Zito & Associates. Angie Zito and her team ensured our financial goals were aligned by including our financial advisor in our earliest discussions. Angie informed us about the tax implications of certain investment choices over others, and helped us plan for aging parents, rental properties, and looming retirement. Everyone at Zito & Associates was knowledgeable, considerate, and communicated well. Thanks to them, we had no surprises and felt confident about our financial future. Thank you, Angie!
5 /5
cheney federal credit union wa

Cheney Federal Credit Union - Cheney

Makaila Bergeron Cheney FCU has been a great experience since I became a member in 2023. I am always prepared with what I want going in and they always take their delivery a step further to accomplish my goals. Most recently, I needed to utilize shared branching for a large transaction and experienced some issues on the receiving CUs end. After a few phone calls and another trip back to CFCU, I got ahold of Margaret, from the Westbow branch. I tell you, Margaret was an absolute gem and really went the extra 10 miles to deliver. She spent the entire day on the phone with the other credit union, mind you to resolve their issue, so my funds could make it where they were intended. She remained in contact with me and continued to provide timely status updates; truly making me feel like a valued member all throughout the process. Kudos to Margaret and thank you again for all your hard work and attention.
5 /5