Bellevue, WA Financial Planner

Clear, moral, thoughtful, personal, efficient. We're thrilled.

Not sure how others had such poor experiences. I booked appointment with them and went there. Everything was done on time. I was out in 15 min. Excellent Customer Service ... more

My wife's employer switched last year from Voya to Empower. If your prospective employer tells you that Empower is their retirement plan provider, this is a reason to kee ... more

You are better off on your own...

Today I came in to take care of a problem with my credit card and I was helped by Sunny King. She went above and beyond my expectations in solving my issue and was very f ... more

Said that they would replace my debit card within 3-5 business days and then said that it would be replaced within 7-14 business days after going there a second time. The ... more

Mike's consultations are highly personalthere's no cookie cutter one-size-fits-all solution at Tru FInancial. Hes knowledgeable, and is willing to take the time to share ... more

Stacy Jones was very rude on the phone.... Not good customer service at all.

First off, Brandon was awesome. He explained the process and is the first financial advisor that has been proactive for us. Based on the model presented, it was ... more

I have known Cathy many years and she took excellent care of my Mom and now that my Mom has passed, she is taking very good care of my husband and myself. Would highly re ... more

Neil could have explained more about his services, and walked me through in detail. However he collected all of my details and when he discovered that i still needed time ... more

No one answers the phone- no human

Dont withdraw money from the ATMs from this branch!!! I withdrew money from one of the ATMs this Tuesday and my card info was stolen and someone tried to withdraw cash us ... more

Save yourself 1-2% per year and go with Vanguard, Schwab, etc. Their fees and overpriced funds will eat your returns up over time.

Eric and Krista have been fantastic to work with. They are great communicators and are very responsive to our needs. They have helped our transition to retirement go smoo ... more

Criminals. The whole lot of them. My 401k stayed stagnant for almost 4 years with their recommended and 'managed' investments. I can only imagine how much money they made ... more

Hate this atm. Nowhere to park conveniently near it, the valets at Lincoln Square won't let you stop in the circle around.

The worst BofA branch ever.

You and Lee LLP took care of my I-130 / AOS application and gave me some solid advice to help me through the complicated and lengthy process. I highly recommend them!