Find the Best 15 Finance services in Bellevue, WA

Kasey Manning They are just wonderful. They take the time to explain things well. Given me peace of mind.

Tia Bailey Randi and her team are SO INCREDIBLE! I honestly cannot stop talking about them to everyone I know. I have only had 5 star experiences with her and her team. They are on top of any fraud activity, they call you and text you to let you know if something suspicious is up or unrecognizable, if you need an increase on your limit for the day (it has happened to me at costco multiple times haha) she literally gets it done in MINUTES. You guys have NO IDEA how completely incredible FFNWB is, how efficient and customer focused there team is. There are no tellers, which means you get your own PERSONAL BANKER. Blows my mind. If you need a wire done, they are on top of it IMMEDIATELY. Thank you Randi & team! You guys are seriously THE BEST.

Will Dovgalyuk Theyre great. The only downside is they care a lot about commission and getting more people on board.

Sara Catherine Neal My husband and I started working with Fortis when we moved to Seattle. The team there is professional but still incredibly personable. They manage our portfolio, retirement plans, long term financial planning and even home buying support. The piece of mind they provide cant be quantified. Couldnt be happier with our decision to work with them!

Rick Stidger Great corporation. Very professional.

George Harvey The company previously known as Vestory has become Apella. Weve been happy Vestory clients for about 10 years and I wanted to paste my old Vestory review in to the new Apella Google Maps information. "Were retired now, but during our working years we read a lot of books and investment magazines, took a few seminars and talked to a number of investment advisors, commission sales brokers, and other interesting people that inhabit the investment world. We gradually educated ourselves (sometimes expensively) on the best way to invest, and thats why were at Vestory. Their fees are very low, they promote the classic "own the entire market inexpensively with index funds" philosophy that has been scientifically proven, its a fiduciary relationship and they never try to sell me anything. Theyre good people. We communicate frequently, they help us with important decisions, and I sleep well at night because I never have to worry about money. The service is excellent. Were very happy."

Erin Nielsen Im just starting my journey with Alterra Advisors...every person Ive encountered has been amazingly kind! Zach and Jack have thoroughly explained everything to me in terms I can pretty much understand... Im 68 yrs old, widow for several years and this is the first time anyone has taken the time to make sure I feel comfortable with my finances. Im feeling comfortable with my Alterra Advisors choice. I believe God put them in my life and I am thankful!

Nikki Flis Use Symetra as an agent. People I have spoken to in customer service are always very nice, but we can never get anything resolved. I keep getting the line, "We will call you back when problem is fixed." Two months later. . . Im still the only one making any phone calls so I can once again let someone know that my problem is not fixed.

Jeff Garlock Glenn, Kari, and the team provided a comprehensive financial analysis and developed a plan for our retirement that we can feel comfortable for which to follow. He provided the information we needed in a format that was easy to understand, and was able to answer all of our questions. This gave us the confidence to proceed with our plans to retire, knowing there was a clear path to financial stability.

Angela Tuson Great people, always there to help, gets back to me right away. We have been with them for over year, and we live in Florida now and although we are this far from them, they are always here for us, very happy with the service and the friendly chats. Eric and Krista are the best.

Kasey McKillip I had a great experience with The Petricic and Phillips financial group. They were very knowledgeable and helpful in guiding me through my financial planning. They were able to answer all of my questions and provide me with a clear plan for my future. I felt like they really listened to my concerns and tailored their advice to my specific situation. Overall, I would definitely recommend Petricic and Phillips financial to anyone looking for financial guidance.

Linda Sue My experience has been very positive. The staff has explained all the steps, regarding my finances, to me carefully and have been open to answering all of my questions, even taking the time to clarify when I didnt fully understand things. I am confident that EA Buck will be able to grow my savings in the years I have before retirement, as well a being able to help me manage my funds so that they dont run out before I die. I only wish I had started this process sooner...

Jade Loney Very helpful and fast. Obviously its not the most ideal situation when you have to borrow money from anyone. I was given my options and straight forward answers. Thanks!

Matthew Lubic Paul Ried has been voted one of the TOP 10 BEST financial advisors in the nation by Forbes for three years in a row. Paul Ried is one of the BEST of the BEST. He has consistently achieved my personal investment goal of 7% return for over THIRTY years.

Evan Heimbuch Highly Recommend! After interviewing multiple advisors I could not be more satisfied with choosing Tyler Atkinson. Not only is his portfolio construction top notch, But his financial planning leads the way of how financial advisors should be. He is a full independent fiduciary advisor who is fee based. No hidden agendas or commissions. I will be recommending tyler to all of my colleagues.