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    Charles Schwab

    4.5 (2 reviews)
    Open 8:30 am - 5:00 pm

    By appointment only

    Services - Charles Schwab

    Investment management

    Mortgage services

    Personal banking

    1 More Service

    Retirement planning

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    7 years ago

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    9 years ago

    Came here once. No issues so far. Staff seemed knowledgeable. Great service. Plenty of free parking.

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    Edward Jones - Financial Advisor: Julie G Battermann

    Edward Jones - Financial Advisor: Julie G Battermann

    (1 review)

    Keanan Jacobson is undoubtedly one of the very best financial advisors available across the Greater…read moreSeattle area and beyond. The reasons why she stands out from the crowd are threefold. Keanan's knowledge of the financial markets is second to none; her astute insights across a range of investment opportunities and strategies have seen her rank in the top percentage of her industry. Secondly, she is astute in understanding her clients' individual needs and tailoring her recommendations to their unique goals, so that all her investments are fine tuned to the individual - there is no size fits all. Certainly this is one of the main aspects that makes her clients feel so very well cared for. I know that Keanan will work tirelessly to ensure that all of her clients' financial goals are met and she will call regularly with recommendations on astute investments that will further capitalize your asset growth. Lastly, but not least, Keanan works across all price points; whether you have a very small nest egg that you would like to grow, a moderate amount or more significant wealth, Keanan does not discriminate. She truly cares for her clients and her modus operandi is to always work her hardest for every single individual in her portfolio. She is truly incredible and I cannot recommend her more highly.

    From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

    Charles Schwab - investing - Updated May 2026

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