Kirkland, WA Financial Planner

I called with a question. After talking with Ray, I learned information that enabled me to consider additional options thar helped me in making the best decision for me.

Worst customer service. Showed up for an appt during my work hours since no other time was unavailable and got turned away for not having a document that they said I need ... more

John Buller is a very knowledgeable professional who understand the investment needs of his clients.

I think Charlene is going through something and I hope she gets some help. We had an agreement that she would be helping me with my K-1 earlier this year. After providing ... more

Ive been a client at EWM for several years now and have been extremely satisfied with the exceptional customer service that I have been afforded Like clockwork, each quar ... more

I tried walking in to make a withdrawal. Doors are locked and as I'm walking away this guy opens the door and asks if I had an appointment. I said "No, just a wit ... more

These people took my tax information back in February, I never heard back from them . Feb, March, April Nothing! Woud never returned any calls. They took my sister's $$ a ... more

Residents were joyful and fun to meet

I am a platinum honored Bank of America client for over 20 years now. I've never seen any banker talking to the clients like this. Even worse, you shouldn't expect any re ... more

Great people to work with. The best accountants for all around professional service. Never a disappointment. Genuine and reliable.

I have been very happy working with Shaun. I came in with no experience with investing and was skeptical, and Shaun has been wonderful to work with. He has knowledgeable ... more

Everyone was so incredibly friendly, efficient and helpful. 10/10 recommend.

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Garbage location

This building is a place of wretched elite who cant do anything but harm the community. I would not recommend working with these people.

Edit: The person that called me back to actually solve my issue was great. Original: Exceptionally rude on the phone for no reason. It’s not my job to know all your sub ... more

Put business hours on the site please, walked all the way here not dumb and its closed.Business hours are on the door but would appreciate on the site

The name is misleading, not a drive up ATM. You have to get out of your car. Nice well lighted double ATM, outside building under a plexiglass roof and wall. Shelters you ... more

I Ive had my car for 18 months my loan was for 24,000 I currently after 18 months owe 20,000 on the car Ive payed well over 10,000 dollars on this vehicle please tell m ... more

Massive lose in a portfolio set to low risk in a Market which was up for 2018 2019