Bellevue, WA Financial Planner

( 4 Reviews )
Austen Wilson - Thrivent Logo

Austen Wilson - Thrivent

Financial Planner

11711 SE 8th Street, Suite 201 Bellevue, Washington 98005
Trista K. Shinnick-Ortiz

These people really care!

( 1 Reviews )
Roger Phelps - Financial Advisor, Ameriprise Financial Services, LLC Logo

Roger Phelps - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

915 118th Ave SE, Ste 250 Bellevue, Washington 98005
( 1 Reviews )
Edward Anthony Conti - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Edward Anthony Conti - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner

10655 NE 4th St, Ste 503 Bellevue, Washington 98004
Gerald Bishop

Simply the best.

( 1 Reviews )
Dana Marie Ferrell - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Dana Marie Ferrell - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner

310 120th Ave NE, Ste 101 Bellevue, Washington 98005
( 1 Reviews )
Vincent La Cava - Financial Advisor, Ameriprise Financial Services, LLC Logo

Vincent La Cava - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

929 108th Ave NE, Ste 1200 Bellevue, Washington 98004
( 1 Reviews )
Luvo Wealth Advisors - Ameriprise Financial Services, LLC Logo

Luvo Wealth Advisors - Ameriprise Financial Services, LLC

Financial Planner

2275 116th Ave NE, Ste 200 Bellevue, Washington 98004
Kenneth Han

So great

( 1 Reviews )
Edward Jones - Financial Advisor: Randa Hoffman Logo

Edward Jones - Financial Advisor: Randa Hoffman

Financial Consultant, Finance Broker, Financial Audit

13219 NE 20th St #111, #111 Bellevue, WA 98005
Chi Honesty

Randa answered every question I had and was very patient with me throughout our consultation. She was thorough, direct, confident and understanding. She explained everyt ... more

( 1 Reviews )
Leeward Financial Partners Logo

Leeward Financial Partners

Financial Planner, Service Establishment, Financial Consultant

67 Cascade Key Bellevue, WA 98006
Jason Shindler

Jim and team at Leeward Financial Partners has been a great wealth of knowledge and reliable partner in growing my financial portfolio. I've found them to be organized an ... more

( 0 Reviews )
Kellen Kranc - Thrivent Logo

Kellen Kranc - Thrivent

Financial Planner

11711 SE 8th St, Ste 201 Bellevue, Washington 98005
( 4 Reviews )
Benjamin Keever - Financial Advisor, Ameriprise Financial Services, LLC Logo

Benjamin Keever - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner, Investment Service

929 108th Ave NE Unit 1200 Bellevue, Washington 98004
Max Brown

Ben has been my financial advisor going on 4 years now. It started out as a simple Roth IRA with small contributions every month and He has turned my finances and financi ... more

( 4 Reviews )
Drew Constanzer - Thrivent Logo

Drew Constanzer - Thrivent

Financial Planner

11711 SE 8th St, suite 201 Bellevue, Washington 98005
Robert Park

Bad experience.... The "little" people (ordinary employees) were helpful, leadership however, was in sore need of replacement. I would try another location, as the corpor ... more

( 6 Reviews )
Atkinson Wealth Strategies Logo

Atkinson Wealth Strategies

Financial Planner

11900 NE 1st Street Suite 300, Suite 300 Bellevue, WA 98005
Matthew Reynolds

I am not a proper client here (at least not yet), but I am leaving a review to celebrate how well Mr. Atkinson treated me in our initial conversation. He was insightful, ... more

( 9 Reviews )
Bankers Life Logo

Bankers Life

Insurance Agency, Financial Planner, Health Insurance Agency

3055 112th Ave NE Ste 202 Bellevue, Washington 98004
Lynne Smith

Bankers Life agent Joshua was friendly, patient and knowledgeable. I was quoted from other companies and Bankers Life ended up being better value. Joshua took the time to ... more

( 9 Reviews )
Bankers Life Logo

Bankers Life

Insurance Agency, Financial Planner, Health Insurance Agency

3055 112th Ave NE Ste 202 Bellevue, Washington 98004
Joshua Eady

Very helpful and helped me save money.

( 9 Reviews )
Bankers Life Logo

Bankers Life

Insurance Agency, Financial Planner, Health Insurance Agency

3055 112th Ave NE Ste 202 Bellevue, Washington 98004
Lisa G

Love the commitment to personal customer service and price, aren't those the most important things? Thank goodness, a friend in this world of automation, Bankers Life has ... more

( 9 Reviews )
Bankers Life Logo

Bankers Life

Insurance Agency, Financial Planner, Health Insurance Agency

3055 112th Ave NE Ste 202 Bellevue, Washington 98004
Joshua Eady

Very helpful and helped me save money.

( 9 Reviews )
Bankers Life Logo

Bankers Life

Insurance Agency, Financial Planner, Health Insurance Agency

3055 112th Ave NE Ste 202 Irvine, California 98004
Lynne Smith

Bankers Life agent Joshua was friendly, patient and knowledgeable. I was quoted from other companies and Bankers Life ended up being better value. Joshua took the time to ... more

( 9 Reviews )
Bankers Life Logo

Bankers Life

Insurance Agency, Financial Planner, Health Insurance Agency

3055 112th Ave NE Ste 202 Bellevue, Washington 98004
Alina Labizon

Solid company!

( 5 Reviews )
Ricky Baker - Thrivent Logo

Ricky Baker - Thrivent

Financial Planner

11711 SE 8th St, Ste 201 Bellevue, Washington 98005
Trista K. Shinnick-Ortiz

These people really care!

( 2 Reviews )
Rockefeller Capital Management Logo

Rockefeller Capital Management

Financial Planner

10500 NE 8th Street, Suite 875 Bellevue, Washington 98004
Irving Andrade

Pretty good feeling be over there with family and friends

( 3 Reviews )
Coldstream Wealth Management Logo

Coldstream Wealth Management

Investment Service, Financial Consultant, Financial Planner

1 - 100th Ave NE Bellevue, Washington 98004
( 2 Reviews )
D.A. Davidson Logo

D.A. Davidson

Financial Planner

10400 NE 4th St, Suite 400 Bellevue, Washington 98004
Patricia Wilson

The best! We have been withMike Bell for over 20 years! I highly recommend them. I trust their judgement explicitly and so did my Mom.

( 0 Reviews )
Anthony Tone Austin - Thrivent Logo

Anthony Tone Austin - Thrivent

Financial Planner, Financial Consultant

11711 SE 8th St Ste 201 Bellevue, WA 98005
( 0 Reviews )
Jesse Sullivan - Financial Advisor, Ameriprise Financial Services, LLC Logo

Jesse Sullivan - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner, Financial Consultant, Investment Service

929 108th Ave NE Unit 1200 Bellevue, Washington 98004
( 0 Reviews )
Daryl Merrick - Financial Advisor, Ameriprise Financial Services, LLC Logo

Daryl Merrick - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner, Investment Service

929 108th Ave NE Unit 1200 Bellevue, Washington 98004
( 0 Reviews )
Michael Keever - Financial Advisor, Ameriprise Financial Services, LLC Logo

Michael Keever - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner, Investment Service

929 108th Ave NE Unit 1200 Bellevue, Washington 98004
( 0 Reviews )
Keever Capital - Ameriprise Financial Services, LLC - Closed Logo

Keever Capital - Ameriprise Financial Services, LLC - Closed

Financial Planner

929 108th Ave NE, Ste 1200 Bellevue, Washington 98004
( 0 Reviews )
Buckingham Strategic Wealth Logo

Buckingham Strategic Wealth

Financial Planner

3015 112th Ave NE suite 210 Bellevue, Washington 98004
( 0 Reviews )
Chase Ferderer - Financial Advisor, Ameriprise Financial Services, LLC - Closed Logo

Chase Ferderer - Financial Advisor, Ameriprise Financial Services, LLC - Closed

Financial Planner

301 116th Ave SE, Ste 500 Bellevue, Washington 98004
( 0 Reviews )
Rick Richards - Financial Advisor, Ameriprise Financial Services, LLC - Closed Logo

Rick Richards - Financial Advisor, Ameriprise Financial Services, LLC - Closed

Financial Planner

929 108th Ave NE, Ste 1200 Bellevue, Washington 98004
( 0 Reviews )
Shabrish Menon - Financial Advisor, Ameriprise Financial Services, LLC - Closed Logo

Shabrish Menon - Financial Advisor, Ameriprise Financial Services, LLC - Closed

Financial Planner

929 108th Ave NE, Ste 1200 Bellevue, Washington 98004
( 0 Reviews )
Ray Wheeler - Financial Advisor, Ameriprise Financial Services, LLC - Closed Logo

Ray Wheeler - Financial Advisor, Ameriprise Financial Services, LLC - Closed

Financial Planner

929 108th Ave NE, Ste 1200 Bellevue, Washington 98004
( 0 Reviews )
Mark Peterson - Thrivent Logo

Mark Peterson - Thrivent

Financial Planner

11711 Se 8th St, Ste 201 Bellevue, Washington 98005
( 0 Reviews )
Brendan Rorem - Thrivent Logo

Brendan Rorem - Thrivent

Financial Planner

11711 Se 8th St, Ste 201 Bellevue, Washington 98005
( 0 Reviews )
Phil Wuerffel - Thrivent Logo

Phil Wuerffel - Thrivent

Financial Planner

11711 SE 8th Street, Ste 201 Bellevue, Washington 98005
( 0 Reviews )
Vitaliy Petrov - Thrivent Logo

Vitaliy Petrov - Thrivent

Financial Planner

11711 SE 8th ST., Ste 201 Bellevue, Washington 98005
( 0 Reviews )
Catalyst Financial Advisors and Associates Logo

Catalyst Financial Advisors and Associates

Financial Planner

11711 SE 8th St, Ste 201 Bellevue, Washington 98005
( 0 Reviews )
Hilltop Securities Inc. Logo

Hilltop Securities Inc.

Financial Planner

11900 N. E. 1st Street, OFC 3006 Bellevue, Washington 98005
( 20 Reviews )
TrueWealth Financial Partners Logo

TrueWealth Financial Partners

Financial Planner

915 118th Ave SE Suite 140 Bellevue, WA 98005
Michele Hale

Glenn made us feel at ease in the office and virtually, he helped us map out a future financial plan for when we retire and steps to better our plan as we get there, than ... more

( 37 Reviews )
Alterra Advisors Logo

Alterra Advisors

Financial Planner

500 108th Ave NE Unit 1700 Bellevue, WA 98004
Alex Tanielian

Zach is amazing, but honestly so is his whole team. Everyone is very responsive whenever I need to connect and the whole team is on the same page with our investments and ... more

( 10 Reviews )
Integrity Financial Corporation Logo

Integrity Financial Corporation

Financial Planner

2821 Northup Way # 120 Bellevue, WA 98004
Grant Wooldridge

Trustworthy, knowledgeable and clear communication is what we have experienced soo far with integrity Financial Corporation. Kris, Robin, Sarah, Gabe and all others on t ... more

( 0 Reviews )
Capital Planning, LLC Logo

Capital Planning, LLC

Financial Planner

10900 NE 4th St Unit 2300 Bellevue, WA 98004
( 0 Reviews )
Samuel Capps - Thrivent Logo

Samuel Capps - Thrivent

Financial Planner

11711 SE 8th St, Ste 201 Bellevue, Washington 98005
( 0 Reviews )
Randy Ng - Financial Advisor, Ameriprise Financial Services, LLC Logo

Randy Ng - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

14205 SE 36th St, Ste 100 Bellevue, Washington 98006
( 0 Reviews )
Dan Jiyamapa - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Dan Jiyamapa - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner

301 116th Ave SE, Ste 500 Bellevue, Washington 98004
( 0 Reviews )
Alan Blinn - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Alan Blinn - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner

2275 116th Ave NE, Ste 200 Bellevue, Washington 98004
( 0 Reviews )
Russell Dunn - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Russell Dunn - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner

915 118th Ave SE, Ste 250 Bellevue, Washington 98005
( 0 Reviews )
Donald Lee - Financial Advisor, Ameriprise Financial Services, LLC Logo

Donald Lee - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

2275 116th Ave NE, Ste 200 Bellevue, Washington 98004
( 0 Reviews )
Brian R Doughty - Financial Advisor, Ameriprise Financial Services, LLC Logo

Brian R Doughty - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

14205 SE 36th St, Ste 100 Bellevue, Washington 98006
( 0 Reviews )
James S Bennett Jr - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

James S Bennett Jr - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner

2275 116th Ave NE, Ste 200 Bellevue, Washington 98004
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