This review is just for the Everett Branch. Drive-thru…read moretellers are biased and racist. After handing over DL and giving the security code, I am still asked additional security questions. Once, I was asked five additional questions. The one that was way over the top was, "If I worked". No lie! I am only asked these additional questions if I am withdrawing over $500. The camera was broken on the screen, and the teller wanted me to do the chicken dance with my neck because she couldn't see my face. Another time, a teller said, "Will you please look at me?" I asked a teller, why am I always being scrutinized, "its for your protection." The Everett location has some of the most biased and racist drive-thru tellers, and after filing complaints to corporate, corporate isn't much better. If your skin is brown, good luck.

In short By far their biggest location, with the most…read moreservices available AFAIK. I've been a very happy customer for 20 years. In long They're not right next door to Boeing, but they're very much in the heart of Boeing country, so they put a big bank on a busy corner right here. A dozen tellers, a couple dozen desks behind there, huge lobby, parking lot big enough for a big supermarket. Multiple drive-through lanes around back. I switched over from full-retail banking about 20 years ago. I've had savings, checking, and 4 car loans through BECU now. I've always had a great experience from beginning to end with everything I've used. Car loans They have lower fees, typically much lower, and always get the best available rate. The online experience is very straightforward--even 15 years after paying off the first one, I can still the records when I log in. You can make payments as early and often as you want, and they just automatically deduct what's due from your checking each month. Unless you're wealthy enough to pay cash, it won't get much easier. Checking/savings/Zelle You can orchestrate pretty much any transaction on these accounts from the web or from the mobile app. The website has gotten really strong over the years--easy to set up a debit card, easy to do anything. I noticed a bug in one transaction type about 12 years ago, emailed them, and it was fixed within a day. (They didn't let you pay your line of credit to zero online, but only for a couple days). Onsite services I've always enjoyed each meeting for car loans, and teller service has always been pleasant and efficient. They really do seem to hire people who are pleasant, and I've never stumped them with any question. They're trained well, too. They even have a coin conversion machine in the outer lobby, which you can use even outside of business hours. You can get multiple types of gift certificate or other stipends out of it. I've needed that only once in 20 years, but it was such a convenience when I did. I really appreciate the pleasant people, low costs/fees, and high functionality with BECU.

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.