Keywords: establishment,finance,point_of_interest

Hightower Bellevue - Bellevue (WA)

Address: 🏡 601 108th Ave NE UNIT 1510, Bellevue, WA 98004
Phone : +1 (425) 455-6623

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJbQGBGYlskFQRGCg9Uyvpf_o

Others Near Bellevue,WA

Stabler Wealth Management - Bellevue
C F: Stabler has been advising us on wealth matters since 2019. We are extremely satisfied with the service and support they provide. Dave Mantell is such a nice person and he has given us confidence through his advice over the last 6 years that he and his team are acting as fiduciaries in our best interests. When looking for a fiduciary, we interviewed many companies and once we met Dave, Stabler Wealth Management stood out to us. It is very worrisome to turn over your investments to the control of another, but Stabler made it very comfortable and no high pressure. And now that we live in another state across the country, we couldn’t imagine not having the team at Stabler manage our wealth. Big thanks to Dave, Sean and team for all their efforts on our behalf.
The Petricic & Phillips Financial Group - Bellevue
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.
Leverage Planners - Bellevue
Helene Rayevich: Jack and the team from Leverage Planners made me feel like part of the family right away. Their story about the snail, the hare and the turtle convinced me I want to be a turtle. They were extremely patient with me, gave me clear answers to my questions and let me know what I could expect every step of the way. I was hesitant in letting someone else manage my money but now I feel very confident knowing that my money will continue to grow and that Ill have guaranteed income when I retire.
OneMain Financial - Bellevue
OneMain Financial
Jared Epstein: Horrific people. I lost my mother very suddenly while I had a loan with them and had incurred extra expenses way outside of my budget in order to fly my family down to California last minute to deal with the funeral, house, trust, etc and was not able to make payments for a short period of time (and had to take time off work to do this too). I explained this to them and that as soon as the trust was settled Id not only be able to resume payments, but pay it off in full, but my family and dealing with the loss of my mother came first. It sounded like they understood and I had a strong payment history up until this point as well - it wasnt as if I had missed payments like this before, but they still called me multiple times a week, every week until the point I paid it off. It took a few months to sell the house and settle the trust and I wasnt even asking for them to stop interest or late fees or whatever, just to stop calling me all the time asking for money - I knew Id be paying it off in full, so the few extra charges were meaningless compared to the time I needed to spend with family at the time . There was no compassion, no caring for what I was dealing with. They just wanted their money and were acting like bullies to get it at a time when I was vulnerable. Id never, ever deal with this company again and I strongly recommend anyone steer clear of them.
Stone 8 Wealth Management - Bellevue
Stone 8 Wealth Management
GoAsk Chaz: Our experience with Stone 8 Wealth Management, particularly with Robert Lo, was fantastic! Robert’s expertise, professionalism, personalized approach, and meticulous attention to detail made the cost worthwhile. From the moment we started working with him, we were impressed by his friendly, personable demeanor and his great sense of humor, which made the process enjoyable and informative. Robert offered insightful suggestions that we had not previously considered or were not aware of. His thorough analysis also helped us make crucial hard decisions with confidence. We couldnt be happier with the service and advice we received.
Highland Private Wealth Management - Bellevue
MarsJewett Financial Group - Bellevue
Carter Gray: Wonderful group of people. They really care about each client and their individual goals and are personable.
Edelman Financial Engines - Bellevue
Financial Reserve - Bellevue
Keel Financial Partners - Bellevue
Lisa Heins: My husband and I were looking for a fee-based CFA/CFP, who could help us thoroughly vet out our plan for early retirement. I have a decent grasp on important elements of financial planning and finance as a whole and my husband, most would agree, has a very high level of acumen in these areas. That said, we wanted a professional to guide us through the process and help build my confidence that the plan we were working was on course and relatively fail proof. We were fortunate to get a referral to Keel Financial Partners from our neighbor who owns her own CPA firm. We utilized them for planning around retirement, tax planning, cash flow, and asset allocation, among other areas. Aimee and her trusted partner Amber were exactly what we needed and more. First, I can not express enough how much confidence they instilled in us. We dove into a plethora of topics throughout our planning sessions and Aimee never failed to offer a robust conversation which was educational and informative. In short, she more than knows her stuff. Her recommendations and advise were clear and sound and delivered in a way that makes sometimes complex content to be very accessible. During all exchanges with Aimee and Amber they demonstrated a high level of understanding of our specific estate details, they didn’t miss a beat. Communications with them were seamless and they were both extremely responsive and organized at every step. While we didn’t utilize Keel Financial for our investment management as my husband enjoys handling this, we would not hesitate to do so in the future with a high degree of confidence.
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