Sean25 days agoFrom
You know thank I am so lucky I met Brad Weiner he has been the best. He tried to find out my financial goals and targeted our investements on that. More long term but he protected us through the financial crisis of 2008 and has consistently produced earnings year after year
Robert Henrikson25 days agoFrom
If I could give zero stars I would, had my daughters college money with them for years, I decided to change plans to another firm, they held on to the money for almost a month before sending out a check, in holding on to it, they made sure to nail her account with annual fees plus maintenance fees. If you have a college plan go somewhere better like Edward Jones, way better service, these guys are just crooks. It's like charging $195 just to have a savings account. Shame on you guys
Main location925 4th Avenue 31st and 32nd Floors, 925 4th Ave #2000 Seattle WA 98104 US(206) 628-8511
