WealthCollab LLC - Bellevue (WA)

Sonia Graves So far Im super impressed. We made a huge mess of our own business books/taxes and came to them to help clean up the mess. Theyve been great and super helpful even giving advice for things theyre not getting paid for. Im very appreciative for the help!!

Wesley Kalitovic Kim was an invaluable part of my wifes and my home buying and loan process. Shes both pragmatic and optimistic, she didnt pull punches or make lofty promises, instead she did everything in her power to get us qualified for the loan we needed to get a home that is everything we could have asked for. Kim was incredibly informative and helped us with the tools we needed, she went way above and beyond what I ever thought a Loan Originator would do. She was always available for questions and new situations that came up, she truly took care of us. Im both impressed and oh so grateful by and for everything. Ill be referring everyone I know to her when they and looking to buy a home.

Duy We are very fortunate to have met Sean from Elderrock Financial. My wife and I are new to portfolio management and Sean was very understanding. He took his time in explaining portfolio management and has been very responsive to our questions. He helped us identify what we wanted and compared various options that gave us the most benefit. Its great to be working with a fiduciary because we know he has our best interest. Sean is a wealth of experience and we highly recommend him!

O D Exceptional service, no complaints been using Lee financial services over 8yrs and counting. Highly recommend if you are looking for quality reliable service.

Meg Gittins I love this place. Caring,friendly and helpful, every time. Their loan center is not super slick,however this local office is great. Melissa seems to go above and beyond when ever I need help with something.

MRAZ the don The best around and most I’ve gotten for a return