Every time i have interacted with Schwab the courtesy, professionalism and service has been superb…read more Although I rarely have occasion to visit the office in-person, when I do everyone is friendly, well dressed, the big screen TV has CNBC going, and free coffee. Love it. Schwabs electronic year end statements aand integration into tax software is a real plus too. Pricing might be a bit higher than competitors, but the service is well worth it. Definitely a life-long customer. Keep it up Schwab!

Love, love, and trust this bank. They know me, take care of me AND are very price worthy,…read morerecommending low load and index funds.

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.

I have used James Russel personally for the past two tax seasons.Eli has done both returns.He is…read morevery knowledgeable and able to answer questions quickly. Also,personable and polite.He is quick in getting the returns done. Paul,who just retired,also did my Dad's estate returns.He was very good as well and was quite impressive too.

I unfortunately needed an estate CPA-lost a parent tragically and unexpectedly. I reached out to a…read morefew and this CPA was the only one accepting new clients at the time. I figured that I'll need this service once and I'll take with what and who I can get since I needed services quickly. I worked with Dawn, who was nice and professional. However, in the time I saw her in person (ONCE), she seemed to be in a hurry in that time, and not wanting to listen. She also is extremely difficult to reach via email or phone. NEVER returned my phone calls, and it took a couple weeks/business days only to get a response via email. My lawyer was even inquiring about a response due to his services waiting on the CPA's doing. I always had to write a follow-up email to get a response! This would prolong the next step by a couple of weeks. The only timely response I had was when I inquired about payment. Dealing with a loss is difficult as is. It's unnecessary when people make it difficult on you. I felt as if I was just paycheck to them versus a human being. I will never seek service from them again, and goes without saying never refer them to a friend. Look elsewhere for services.

Scam company, says theyre a law office and hung up on me when I told them they're "giving notice"…read moreto my phone number regarding my dead dad. Horrible customer service

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.

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

From the owner: The further you go in your financial life, the more complex it becomes. That's why you need a…read morepartner who can help you plot a course. The Edelman Financial Engines office in Lynnwood is here for you, serving the areas of Seattle, Lynnwood, Everett, Mount Vernon and Bellingham. Whether you're accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.