Top 15 Financial Advisors in Everett, WA

Just my opinion, boo Kashmir (Kashmir) Was able to get my loan approved in the timely manner. Make sure my holiday plans went in full effect thank you Jason and Eric I really appreciate you 10 ⭐️

Jon Montgomery Perry has been very helpful in handling my individual, custodial, college, and retirement accounts. You can count on honesty and integrity from Perry - with your best interest in mind. I highly recommend him.

Marina A Excellent service and assistance. Rakia was very friendly and professional!! Recently I applied for a credit card and received it. After using the card online, it was locked. I called to customer service and tried to reactivate the card but they couldn’t do anything over the phone. So I went to this office and Rakia solved the problem without waiting time. Thank you so much for your assistance!!

Gazelle Williams I have never experienced a long wait. However, during a recent visit to change my PIN, the representative mispronounced my name upon introduction and continuedto mispronouncedmy name. Despite providing identification and a debit card associated with a substantial account balance, the representative inquired about my occupation and expressed surprise at my response. The representative then proceeded to offer unsolicited financial advice, recommending a Certificate of Deposit and investment consultation. I declined these suggestions, explaining that I already work with a financial advisor. Further inquiries included my credit card provider, which I identified as a Credit Union. Despite my evident frustration, the representative persisted. I then stated my age and asserted my financial management capabilities. The representative then asked about my phone number and email, despite having previously used them for communication. When asked why she needed this information, the representative requested a positive rating on a customer satisfaction survey. I declined to provide a positive rating, citing the representatives inability to fulfill a simple request and her apparent lack of attentiveness. I will be going to the Marysville Bank of America in the future. I will wait in line.

Dane Johnson Madrona Financial - Absolutely the best financial advisory and retirement plan we couldve ever made. Complimentary advisory appointment with Brian Evans got our direction and plans easily explained. Bauer-Evans CPA tax assistance on site. Just a great bunch of people.

Jeffkoble Jeff Koble STAY AWAY as these people will steal hard earned retirement to line their pockets as the only one making money in any market is them with their fees. YES, ZERO profit for a retirement person. They are in competent and useless investors. GO OUT OF BUSINESS...

Ying Zhu The service here is excellent. Leif always replies to my emails very quickly. Our company received the loan very promptly without any complicated procedures. We will definitely choose Viking Financial again for our next equipment purchase.

Sign Your Name I am writing here to WARN others who come to use the ATM here to be aware of a lady who was there last Sunday saying she sprayed something “adhesive.” First I thought she did that, perhaps, to wipe down germs after her use of the ATM. But then as I think again and saw her coming back in telling a guy next to me the same thing, I immediately thought RED FLAG. Then I realized that she was intentionally trying to get into other people’s space and violating their privacy. After I was done and sitting in my car for a second, I had seen that she still hasn’t left but came back inside again. I left but then decided to park close by to keep a lookout. Then I noticed that she changed parking spot. And came back inside again. I called a non emergency number and reported her. Had she not left I would have had a police come to “check up.”

Kingpin Everyone was friendly I was helped by Suzanne and she was awesome. Their whole team was very welcoming and helpful. Thank you

Denise Pouchet Top notch guidance, superior experience, thorough, diligent and insightful financial guidance. The entire staff, including the ever supportive Office Coordinator, are exactly who one wants shepherding life events and their ensuing financial implications. Through times of Joy, and times of Sadness, there is no better team to trust with your financial matters.

Monica Lowe After realizing that a place like Fidelity was for-profit (they dont work FOR you, they work to make their own money!), I was looking for a fiduciary to manage my investments properly. Shelley was super friendly, helpful, and explained everything so I understood. In her care, mine, my husbands, and my mothers IRAs have grown substantially, even through the ups and downs of the last couple of years. Yes, a fiduciary costs more, but as a company that is legally bound to work in my best interests, I still have made more on my investments than I did in over 5 years with Fidelity. And with my mother now living off her IRA, the ability to do an automatic payment every month has been such a time and energy saver. I love the future planning, as well - now we have a clear vision of what we need to retire, and Ive even gotten informational calls when theres been upheaval in the market. Shelley and Ryan have been nothing but wonderful, and I have every confidence in them (and we arent huge investors, but I never felt like our little bit was less worthy of attention from her office. I appreciate that!)

Jeremy Johnson I worked with JP Dennis and the staff at C2 Financial to obtaining financing on our house. They exhibited not only the utmost professionalism, but also caused me to genuinely LIKE them too! They were always responsive and helpful and made the whole process extremely easy. I highly recommend JP Dennis and C2 Financial!