Capital planning is fantastic! We have been working with them for over a year and their attention…read moreto detail and their results have been outstanding. I wish we had found them earlier. Thanks to the whole team at C.P.

I contacted Capital Planning for financial planning and tax advice, and their founder Michael…read moreMiller thought I wasn't a good fit for their specialty. He proceeded to take 15 minutes (on the phone!!) to help me figure out which firm might work better for my unusual circumstances, which was very generous in my opinion. Not many people today, especially not top guys like Michael, understand that taking this time and action creates goodwill that pays off down the road. Most would just give you the brush off. With this kind of action, I would feel confident that Michael would be making good decisions with my finances, and a few years down the road I will be contacting them again.

Fidelity Investments is one of the several best-known investment firms in the nation. They offer…read morein-person support for their investors at this location. I won't review Fidelity as an investment firm per se; that is not my skillset. In general, they are probably the most comprehensive provider of all things investment for your typical investor. If you are reading this, my best advice to you is to not be intimated by the concept of investing. If you have an account with Fidelity (especially due to work 401k) and need to talk to someone, come here (or another branch) if you can. They are salaried employees and not on commission. They tell me if the services they are suggesting will result in a fee/commission for Fidelity. I believe you start with calling the typical 1-800 support and then inquire about seeing a local rep. So far, I have been happy to have someone to talk to face to face, even though I didn't accept all their suggestions. It's still good food for thought. This location is the same as the Hyatt hotel. They validate parking.

I like Fidelity. Have used them for 30+ years. They have good people in offices convenient to me…read moreand their online tools are great.

Grant and the team at The Monson Group really are experts in their industry. From the very first…read moremeeting, their knowledge and passion is obvious. Their approach to financial planning is more than just investments, it takes every piece of a person's financial future and security. I would recommend this team to anyone at any level of financial planning.

I introduced my mom to Zach at Alterra when my father passed. My dad did the family finances and…read moreshe was clueless about managing their assets. Zach has become a common topic in family conversations since he was so helpful. Great patience and knowledge makes him a trusted advisor. Bravo.

Poor customer service, Diana does not have much experience. They charge high service fee but…read moreprovide not trustworthy service.

I have spent the last 10 months trying to close out an account with this firm. The account is part…read moreof an estate and twice I have sent all the required paperwork to these people. I called today to inquire about the account and they want me to send them all the paper work again. This is a very small account. All I want to do is have it closed. Every time I have called I got the oh yes we will take care of this right away. I called Morgan Stanley's headquarters today and they said that they would put someone right on this and that I should hear from them within six weeks. We warned you do not want to do business with these people.

Stay far away from this place if you want to keep your money. Helen Lee makes your money disappear…read morefaster than a Las Vegas Magician. Puts on a nice slide show when she is first courting you for your business. After she gets your money always has an excuse for why your account is under performing and losing money. Just be honest Helen and say you are not very good at reading and understanding current market trends. When I sent an email saying I wanted to close our accounts Helen went into hiding and would not return phone calls or emails. Her assistant had to do all the work. Got our money back from them in a timely fashion and have taken over our finances myself and gotten better returns than these so called professionals.

Five stars, hands down. I have been a HighTower client for a few years working with Randy…read moreWilliams-Gurian. The level of service I get from Randy is unparalleled. He has been able to help me make sound forward thinking decisions about my investments and is always available to offer advice. Randy has become an essential trusted advisor I cannot do without. I do not hesitate to refer my friends and family to him knowing they will be in good hand and receive the very best guidance.

From the owner: HighTower Bellevue, formerly known as Triad offers a variety of wealth management and financial…read moreservices. Our vision is to help our clients have a better understanding of their wealth by creating a plan of action that is in alignment with their goals and objectives. Included in our services are personal financial planning, portfolio management, family wealth stewardship and fiduciary services. Our self-discovery process reveals your personal risk tolerance, planning time horizons, and goals. With these determined, we build a portfolio around today's economics. We are located in the Symetra building in downtown Bellevue.

To Investors and Retirees,…read more This company has the most non-professional environment as they have no clue how to invest. When I asked for a conservative portfolio they gave me one that lost almost 20 percent in 8 months. They have zero communication skills as they never get back to you on questions. Over the three years that I invested with Don B from the Bellevue office he had my IRA earn 7 percent TOTAL. The only one making money was Edelman is my experience. When I asked for a review they left me ghosted with zero feedback. Avoid this company and Don B. at all cost as it will cost you. They are worthless just like my IRA is now... Jeff K.

In all my years of doing business I've never met such unprofessional and and flat out lying group…read moreof con artists.. After transferring my savings account into their alleged financial engine the account went down $8000 in a matter of a week largely due to the fact they didn't listen listen to my request to transfer funds.. They offered me a $1700 credit due to their errors. 2 days later they canceled my account and did not issue the credit and simply said sorry we don't like doing business with you they have another financial adviser As the one I had clearly was not on the same page with me. I was promptly told that's not an option and that if I want to sue them go right ahead which I will. This company is such a joke a joke you would be much better off just putting your money in the S& P than with these clowns