Mike and team have been nothing short of genius miracle-makers for our family. Mike has been a…read moretrusted advisor for my father, guiding him towards a comfortable retirement for over 20 years and is now our advisor, helping with our retirement goals and inheritance. My dad entered the workforce in his 40s as a single father with two kids, leaving little time to build a retirement. By the time he passed away, he was living in his dream house with a view of the Puget Sound, comfortable without having to worry about money and even being encouraged by us and Mike to spend a little more on himself. Mike's advice and diligence helped my Dad exceed his retirement goals, and we are confident he will do the same for us

I never leave negative reviews of companies. However, my experience with Weinand has been very…read morefrustrating. I have emailed multiple times and called and left messages to ask one simple question about my 401(k) account and have received no response. Trying to get an answer from anybody here has been like pulling teeth. I completely understand they are probably very busy people. However, to completely ignore all forms of communication is extremely unprofessional, especially when you are dealing with people's money.

Very positive experience with Robert. He was upfront with me and explained everything thoroughly…read more He was always very reachable through out the process. Overall I think he runs a straight up no BS company unlike many other companies in this space.

"I'd recommend you go with the other bank." Good luck…read morefinding another lender that would give you this advice after spending hours walking you through the mortgage process and answering all your stupid questions. They are honest, knowledgeable professionals that are looking out for you. If you're even thinking about a mortgage, talk to MLS FIRST! After guiding me through the mortgage process, Kyle gave me solid advice and help to find my way around the market. After I found a better deal, Kyle gave me the advice above which quite frankly took me back. These guys and gals should be your first stop in the lending process, I would gladly work with them again in the future.

I help oversee my dad's assets, and when it came to updating and diversifying his managed portfolio…read morerecently, I asked Andrew about a particular sector. He came back with a select list of fund options with explanations for us to review before my dad made a decision to go forward. Knowing you have current financial guidance a phone call away is the safest and most solid customer service one can ask for these days. But just in case you're in the neighborhood, Andrew and his assistant, Amy, are always welcoming and Andrew, most importantly, is on target with growth investments and financial advice.

From the owner: Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We…read moremeet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Join the nearly 7 million investors who know. Contact me today to help develop an investment strategy that makes sense for you.

Felix Peguero is patient, very knowledgeable, and awesome. I wouldn't trust my money with anyone…read moreelse!

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.

I would recommend this company to EVERYONE!!!! They helped us at the perfect time. They were quick…read moreand very affordable. Trust me when I say you will be sooo happy with the work they do. We were able to buy our first home back in 2012 with their help. Don't stress about doing it yourself. Call them.

From the owner: We offer free consultations to review your full credit report to see what you can do to improve…read moreyour credit score.

Mr. Martinez is the best. Helps you to understand how the program works and he explains it in a…read moremanner where you can understand. He also responds to you very quickly and that's the thing that we like about him. He is very knowledgeable and has been in this line of work for a very long time. If you want someone to treat you like a family member, and someone to trust, then he is the person to see.

Damien is the BEST financial advisor! I felt like he gave me solid advice on where to best put my…read more$, especially since I am running my own business now and I don't have an employer to handle my 401k.

My daughter needed a couple of documents notarized and opened a new account. Jacinto did an…read moreoutstanding job! Very knowledgeable, explained everything thoroughly and in a very organized manner.

I e been with NFCU for 24 years and they are the best! They…read morehave not come close to failing me yet!