Wells Fargo Advisors - Bellevue (WA)

Terri Moore Jeramey has managed my parents retirement accounts for many years. After seeing how well he managed their money, I moved my investments to him and have been very happy. I have found he and Sarah to always be very responsive and attentive to my needs and I feel assured during these volatile times that my assets are in good hands.

Sally Thomae Best decision ever to become a client of Janice at Sunrise. It’s been about 10 years now and her guidance has been so very valuable. She is the most generous and kind financial person I could imagine.

ulvegaardfarm I have known Allan Gainer for over forty-five years. He has always been a man of integrity and sincerity. I have never had to wonder about Allans loyalties or his dependability. He was willing and capable of associating with the high school jocks as easily as he did with the dweebs and geeks. You could always look up to Allan and trust him from the get go. He is a veteran, a business man and a leader; having served as the Mayor of Cheney for a period of time. It has always been an honor and a blessing to consider Allan a friend and to be assured that he considered me one as well.

Grace June I really like the way this agency is run. They are very much on top of knowing the ins and outs and complexities of situations that arise and are able to explain it in a way that anyone can understand. I’ve met Connor, Eric, Christian and some other staff, they’ve never been too busy to answer a question I have. I see a group of people doing their best to help everyone they can despite a difficult economy and time for the industry right now. I appreciate how family friendly they are as well. Thanks guys!

Kim C I loved my years at WWCC. I went on to get my BA at EWU!

Victrinia Ridgeway Getting a handwritten letter (a long one at that) from our financial advisor... along with a detailed retirement plan outline and other financial service assessments was pretty special. I have to say... getting to know him and his listening deeply to us is the most high-touch financial experience Ive had so far... and I trust him. Scott Davis from Edward Jones in Shelton is awesome. Eric and I drive an hour to see this man... hes pretty epic! Hes like having a finance guru and life coach all wrapped up in one.... and hes patient, and kind... a real treasure. I seriously cant remember the last time I got a handwritten letter from someone who wasnt my spouse/partner. lol Call him.

Israel Alamos Ricardo was extremely helpful with setting up my new accounts. He explained all my options well and had great knowledge and customer service skills. ~Darci A.