Seattle, WA Financial Services

Never ever answers the phone and often make mistakes

I enjoy working with Aaron Yoon and his assistant Danielle. They make me feel like a highly valued client and it is evident that my best interests are their priority. Aar ... more

Awesome advisors and staff! They truly care about my family and I.

Very nice place

Reed is knowledgeable and informed, but also a great listener. I highly recommend his services.

Matthew is wonderful to work with; a consummate professional who also creates an approachable atmosphere around the investments conversation. Time and time again, Matthew ... more

Positive: Professionalism, Responsiveness

David has always been helpful and full of knowledge in helping me understand my savings methods

Both Jasen & Vicky are amazing, they go out of their way for me, every time, very helpful and help me make good decisions. if your considering retiring, please call them ... more

The team at Fairway ensured the communication and process for buying our first home was smooth and timely. I would recommend them to friends and family. Thank you Andrew ... more

Andrew and Garrett made the experience of buying a home smooth and enjoyable. They're were the best. Andrew and Garrett gave us assistance from beginning till the end, pu ... more

Stephen is professional, knowledgeable, and economical.  Everything you want in a tax preparer.   And as someone else said, has a cool office suite overlooking the ship c ... more

Ryan has been our financial adviser for several years. We commend him for the careful attention he has provided to help us plan for retirement. He is the best financial ... more

We have been with Geoff Meno at Edward Jones at Fisherman's Terminal Seattle for several years. I wouldn't change even though we now live in Alabama. Best decision we eve ... more

Extremely knowledgeable, trustworthy, proactive, responsive, and dedicated to doing what's best for his clients. This is how I describe Jimmy (James) Gilbert as a financi ... more

April met with me last night and was a delight to work with. She came up with a strategy that speaks to her years of experience. She made herself available after normal w ... more

Aaron and Danielle are the best! I have been working with them for about 7 years now. I have never met a financial advisor like Aaron. He will always follow up and fol ... more

Danielle gives excellent financial advice and guidance and is always available for a long discussion or an impromptu chat. She knows her stuff and works with integrity. H ... more

Duane is a soft-spoken, all-knowing investment Yoda. Highly recommended, he is incredibly knowledgeable.

Answered all of my questions and helped me get set up with an account that I wanted!

Experienced, joyful and she is making me money! I've been working with Tiffany for years. As a single mom, she gave me hope and a PLAN regarding retirement! I can't reco ... more

Ingrid is an amazing financial advisor. She really takes the time to listen to me and was able to provide me with real, useful advice. I highly recommend that you see her ... more

I am a local real estate broker and I can't say enough about Jim Hoge as a great mortgage lender. We've worked together many times over the years and each time I am remin ... more

I had a great experience.

Had a very good experience with Adrienne from the Magnolia office. Communication was clear and efficient, and she took the time to answer all my questions.

Twice now I've worked with Keith Akada and the Mortgage Reel. Keith goes far beyond being a master of real-estate finance; he's an all-around excellent human, the kind of ... more

Jim and his team really went above and beyond for me! Getting financing secured for my condo was really complex due to it being a leasehold property with some other quirk ... more

Keith and his team were great to work with throughout the entire home buying process. As a first-time homebuyer I naturally had a lot of questions, and Keith was always t ... more

The man is a genius, very kind, patient and understanding while being a bad A lawyer. He knows his stuff and delivers, Chris is amazing, anything IRS related, he's your m ... more

Not really liking the new location difficult to get into but service is still great and they give you a token for free yummy coffee at the cafe next door!

Michael was very helpful converting my policy to a more economical than I'd been written before. He's very friendly, professional and I'll be coming back!!

Joe and his team are amazing to work with. They are fast, communicative, and always get the job done - even when given a challenge. As a realtor I won't hesitate to dir ... more

They are the real deal, they got us the best rate and closed on time. I had a tricky mortgage with some RSU income and Joe told me he could do it and he got it done. Othe ... more

Hello is this John F Kelly

Seeing David had one review, and a useless one at that, well I need to take a minute to add my opinion. David Woosley and his staff are amazing. We have been working with ... more

On Next door I was looking for a recommendation for a good and affordable Financial Planner. I received a total of 5 requests which I interviewed 3 of them. The recommend ... more

This has to be one of the worst banks I have ever worked with!  They are very dishonest and when an employee tells me it's not their issue and I quote "as a buyer ... more

Chad is great, he is insightful, patient and very wise. We have been working with Chad and his wonderful office manager Dawn for several years. Their service is amazing, ... more

This Shell gas station is now 24hrs. They installed a window for late night/early morning service. At least that's how it was the last time I was there on 11/13/2021 at 4 ... more

Although I didn't wind up becoming a client (at least not yet), I want to publicly thank Lindsey and her team for their advice and referrals. My experience here as a pros ... more

We have been with Geoff Meno at Edward Jones at Fisherman's Terminal Seattle for several years. I wouldn't change even though we now live in Alabama. Best decision we eve ... more

Keith answered all of my questions on QuickBooks POS. His details and suggestion that were very, very helpful.

I’ve been with capital one for less than a year and love their services. I moved from an awful Bank that charges for everything while capital one will offer most transa ... more

Positive: Professionalism, Responsiveness

Mr. Johns is very detail-oriented, but he is personable and easy to talk to. He's helping me get the most for my money while being in socially responsible investments.