Although this bank is incredibly busy, they get through clients quickly. I have gone in on several…read moreoccasions without an appointment to see a service member and they have assisted me within a reasonable amount of time. They were very helpful with answering any and all questions that have come up. Phone service for BECU is usually very helpful and they try to accommodate your requests as much as possible. Sometimes the line in the drive through teller service can get long but if you go at a good time, they assist you quickly. There are 6 teller lines and usually each teller that assists is very friendly and good at their job. For ATM's, they have 2 outside on opposite ends of the bank and they have 2 more inside. (usually 4 inside but that area is under construction right now)

I have been a BECU customer for nearly 20 years, and I am extremely disappointed with how I have…read morebeen treated. After depositing a couple of checks, BECU suddenly closed my accounts, including my business account, without giving me a clear explanation or valid reason. What makes this even more frustrating is the lack of communication and accountability. It seems that all these major decisions are being made by just one person named Javier, with no opportunity to speak to someone else or appeal the decision. How can such a large financial institution hold my money, block all my transactions, and close both my personal and business accounts based on one person's decision? Thankfully, I had a second bank account. Otherwise, this situation could have caused serious financial problems for me and my business. After nearly 20 years of loyalty, this is how BECU treats its customers? Unbelievable! This has been an extremely stressful, frustrating, and unacceptable experience. I have completely lost my trust in BECU. My advice: Be very careful banking with BECU. Always have a backup bank account because you never know when they might suddenly freeze your money or close your accounts without a clear explanation. T.

We met Sean today to help us with some major life changing decisions. We walked away seriously…read moreimpressed. He guided us to view decisions not over the next 5 years like we have been but out for the next 30 to 40 years. He presented options and scenarios that made us sit back and think. It turned out we had pretty much made the right decisions, but for the wrong reasons. He also helped us with a couple other more minor decisions and some coaching to help us get over a disastrous relationship with Merrill Lynch. He had a sense of humor and quickly made us feel comfortable. We will be seeing him again in a year. Thanks, Sean!

From the owner: Specializing in Retirement Plan Decisions, Ed Slott trained IRA Advisor, Extensive Experience with…read moreWashington State Teachers & Boeing Employees. Certification & Affiliations: Certified Financial Planner Practitioner Financial Planning Association Specialties: IRA, 401(k) and 403(b) Plans Retirement Decisions Retirement Plan Rollovers Member FINRA/SIPC

While in graduate school at the University of California, Berkeley (2015 to 2019) the institution…read moreautomatically took a very small sum from a subset of my paychecks and put it into a retirement account. My retirement account was/is through Fidelity. When I returned to Washington State in approximately October/November 2019, I looked up to see if Fidelity had in-person offices I could go to and ask some general questions about my account to. I found this location, however I did not immediately visit as I worked through most of my questions, such as how to change my address on the account, on my own. After checking the online balance and withdrawal process, I decided it was time to come in and just ask if I could withdraw funds. I had not talked to a Fidelity financial advisor before and was uncertain as to if/how to withdraw funds. Remembering this location, I arrived a little after 11:00 a.m. this morning, Thursday 5 October 2023. Parking spaces were easy to navigate and the entrance easy to find. The interior was pristine and a friendly front desk worker, who I decided to term my financial advisor, greeted me. I asked if it was possible to withdraw funds from my account, to which he walked me through an example of what it might look like/entail to withdraw funds in full or partial amount from the account. Since I did not have my account details with me, he used my ID to pull up the account. He was friendly and knowledgable. The two big drawbacks I found out to withdrawing funds at my age (approximately 31 years old) were: 1) taxes, and 2) a 10% penalty for not being 59.5 years of age or older. This was very helpful information, as was the two general withdrawal options for a partial withdrawal: 1) a set withdrawal amount, or 2) a set in-your-pocket amount. My tiny little brain and I left with much to think about and I was happy to visit and get some guidance.

We were assisted by Keaton, who went well out of his way to make transitioning funds from our…read moreaccount to another as smooth as possible. His customer service skills are nothing less than outstanding! We hope he is recognized as a superior up-and- coming individual in the financial community. I highly recommend you ask for him specifically when bringing business to this Fidelity branch.

So far, Aaron has been great! Whatever I put in has gained. I will try to update this review…read moreannually.

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've been using Chris at Stein Financial Services for 5 years. I get quarterly updates and…read moremeetings if I choose so that we can look at my portfolio and rebalance if necessary. It is a constantly changing market and it is nice to know that I have a planner that understands my goals and helps me achieve them.

AWFUL service, owner hung up on me after our business was about to renew with them b/c I told him…read morewe wanted to shop rates! Unprofessional attitude! Don't trust this firm with your insurance or money!

Incredible group, they've been fantastic to work with over the past several years. Very personal…read moreapproach, commitment to the success of their clients.

These guys were an absolute nightmare. I started with $462K in April 2006 (yes, I know baaaaaad…read moretiming) and finally left them in March 2012 with only $353K. I paid them aprox. $40K in advisory fees to lose me another $70K! I know that the market was a not the best during this time, but I can compare them to my other investments during that time. I didn't have all of my assets under their advisement. That's the madding thing, my smaller investments (work 401K) not only recovered within that same time frame (as did my wife's), but had a positive return by the time I left CWM (4-5%). In addition, I had purchased some securities on my own (unfortunately only a small fraction to what they were managing, $40Kish) and I was almost double by the time I left CWM (since then they have continued to do very well and I am now over 100% return). They were recommended to me by a friend that had invested with them during the boom times (2002-2005) and had made a lot of money for them, however when thing got tough, these guys fell on their faces. In my opinion, they have no clue of what they are doing.