Business in Financial planner:
ADD MY BUSINESS
1. Merriman Wealth Management - Seattle
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
· 7 reviews
800 5th Ave Suite 2900, Seattle, WA 98104
Address
WhatsApp
Verified
Financial planner
2. Northwestern Mutual - Seattle
Verified
· 6 reviews
601 Union St #2500, Seattle, WA 98101
Address
Website
WhatsApp
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
Financial planner
3. Laird Norton Wealth Management - Seattle
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
· 3 reviews
801 2nd Ave Suite 1600, Seattle, WA 98104
Address
Website
WhatsApp
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
Financial planner
4. Baird Private Wealth Management - Seattle
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
· 2 reviews
925 4th Ave Suite 3600, Seattle, WA 98104
Address
Website
WhatsApp
Related inquiries Financial planner:
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
Financial planner
5. Russell Investments - Seattle
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
· 73 reviews
1301 2nd Ave #18, Seattle, WA 98101
Address
Website
WhatsApp
Andrea N: View from the 17th floor is spectacular!
Russell Eberts: Dear Google: Please spell "Russell" correctly. It is two "L"s. It is ALWAYS spelled with two "L"s. No Russell would ever spell their name with one "L".
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
Financial planner
6. Creative Money LLC - Seattle
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
· 3 reviews
500 Yale Ave N, Seattle, WA 98109
Address
Website
WhatsApp
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
Financial planner
7. Alterra Advisors - Bellevue
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
· 11 reviews
500 108th Ave NE Unit 1700, Bellevue, WA 98004
Address
Website
WhatsApp
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
Financial planner
8. Erickson Wealth & Tax Management - Seattle
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
· 6 reviews
200 1st Ave W #401, Seattle, WA 98119
Address
Website
WhatsApp
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
Financial planner
9. Jennifer Theissing - Ameriprise Financial Services, LLC - Seattle
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
· 1 reviews
520 Pike St Ste 2725, Seattle, WA 98101
Address
Website
WhatsApp
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
Mortgage lender
10. Seattle Mortgage Planners - Seattle
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
· 20 reviews
425 Pontius Ave N, Seattle, WA 98109
Address
Website
WhatsApp
Liz Powell: I am a local real estate broker and I can't say enough about Jim Hoge as a great mortgage lender. We've worked together many times over the years and each time I am reminded what a great communicator and listener he is to his clients. Somehow deals go smoothly when Jim is involved. Highly recommend!
Brian Smith: Jim Hoge is amazing. He is a true expert who is incredibly responsive, incredibly generous with his expertise and a professional we trusted and leaned on throughout the process of our most recent home purchase. I have huge trust in and gratitude for Jim. He's a gem. I could not recommend him more highly. If you're reading this review... stop your research now, and work with Jim. You'll be glad you did.
Don Wortley: is fast, responsive, and extremely helpful in navigating the Mortgage process. I can't imagine there is anyone better in the business!
Liz Wortley: We love working with Jim Hoge and his team. They are very quick to answer any questions and make the home loan or refinancing process easy. Buying a home or refinancing can be extremely confusing and stressful, but they explain things and break it down to make it very simple and incredibly easy. He’s helped us purchase a home, and then later refinance twice at incredible rates. He’s extremely knowledgeable, trust worthy and just a great guy. And his team is also great at following up and quick communication.When we moved to Seattle we didn’t really know anyone and somehow we lucked out when we started working with Jim. We have since referred several friends to him as well, who have also been happy with him and his team. I highly recommend chatting with him to see if he’d be a good fit for your home financing needs.
Jacque Lombardo: Absolutely amazing experience! Great company and great people who made the entire loan process so simple. HIGHLY recommend Jim Hoge. His service was BEYOND expectations and I am truly so grateful for his expertise and professionalism. Thanks again!
Scott Flanary: Jim is a borrower’s dream: communicative, transparent, and helpful. He followed up when he said he would and he took great care explaining everything. He’s funny, too! Rates were very competitive and I highly recommend reaching out during your research.
Rachael Whaley: Jim Hoge and his team at Seattle Mortgage Planners did a fantastic job with our refi. They made the process so simple and stress-free. If you are looking for a solid lender with depth of knowledge, an easy-going no pressure style, please call Jim. He will be our lender of choice going forward.
Sean Wang: We couldn't have found a better partner in Seattle's tough market. We worked with Jim for a long time until finally, being able to purchase a home. Jim and his team was the reason we were able to put in a competitive bid with confidence, and close in short time. We simply would not have been successful without Jim's professionalism, dedication, and sound advice. Please don't be fooled by just comparing rates, there is so much more that Jim offers. Not to mention, Jim is super competitive as well!
Greg Welsh: Very organized and great at keeping us posted. Jim and his staff really knew the process and how to get it done. Can't speak highly enough.
Jennifer Cross: We went with Jim Hoge and his team when we first bought our house four years ago - and they were so awesome that we didn't even consider anyone else when we needed to refinance. We weren't an easy case, and the paperwork involved was nothing short of miserable - but Jim and Melissa made this process as simple and human as they could and we can't thank them enough for their help.
Matt Hallett: Had a great experience working with Jim and team over at RPM mortgage. I would highly recommend. Their team is innovative, fast, and courteous. Would absolutely work with them again.
Lesley Katzen: Jim worked with us for almost a year before we found "the house", you see, we had this idea of a budget we needed to stay within and the type of mortgage we wanted to get for months we wen't back and forth with Jim. He was writing many pre-approval letters for properties we were not destined to have. All of our paperwork was in order and we had resigned to just sit and wait, and then, as I said, we found "the house". Can we close in 27 days? Oh man, Jim is going to kill us!, yes sure, write it for 27 days if it's going to get the house...oh and by the way let's stretch our budget beyond what we initially wanted to spend, it's "the house" after all!Jim took *everything* we threw at him in stride, answering questions within minutes, long phone calls on weekends, in the evenings, anticipating tiny things the underwriters might need, working his tail off. I have to say I do no think that we could have closed on time with anyone else, I've never worked with someone so competent and knowledgeable, patient, friendly and responsive. I'm sorry that we did have to make him turn on a dime. But he'll forever have my gratitude for making "the house" happen - especially in this market!
Angel Diaz Jr: I've used Jim Hoge and Seattle Mortgage Planners for two house purchases and a refinance over the last few years. Jim is great to work with, he is very knowledgable, patient, responsive, found us the best rates, and recommended the best products for each of our situations. For our last purchase he made it all happen in record time for a fast close.
Minkyung Lowe: We worked with Jim Hoge to finance a home - not only was he intent on helping us complete the purchase, he was clear about what he needed from us, was informative and transparent about where we were in the process. All in all, it was a pleasure to work with him. Securing a mortgage isn't fun nor quick, but working with Jim made it a much easier and a much more pleasant experience than I'd experienced before. I would definitely work with him again and I would wholeheartedly recommend him to friends and family.
Ann Nagele: . The level of attention and quality of services he provides is truly outstanding. I know Jim was busy, but he always made me feel that I was his number one client. One of the particularly great aspects of Jim's service is the way he keeps his clients informed at every step. You always know the status of your transaction and aren't left in the dark about where things are in the process. It doesn't hurt that Jim is also funny, upbeat and genuine. Keep up the good work Jim and Seattle Mortgage Planners!
C H: .Jim is intelligent, innovative, responsive, courteous and a genuine person. We hope to remain in touch beyond the transaction as we consider him a confidant and a friend.Thanks again, Jim, for all that you have done for us.
Marco Lowe: Jim Hoge was fantastic. We had a very difficult deal to pull off and he was determined to make it happen. Once the loan was issued he carefully read over the documents with us and even came to our signing. Would definitely use Jim again.
Aaron Bear: If it wasn't for Jim's professionalism and knowledge of the industry, we would have been doomed and still apartment living.I truly cannot say enough great things about Jim. If you are a first-time homebuyer, looking for an FHA loan, or even a conventional one...Jim is your man!
Jeremy Miller: Jim Hoge from Seattle Mortgage Planners guided us through a mortgage refinance on our North Seattle home. After having a few bad experiences with mortgage brokers, it was very nice working with Jim. He spent several hours of his time talking with my wife and I in person, over the phone, and over e-mail to explain all of the steps in the refinance process and why now was a good time to do it. With his help we were able to decrease our interest rate, remove our private mortgage insurance, and get some bank incentives with very little hassle on our part--after all was said and done our out-of-pocket expense was ~$500 and we now pay ~$250 less per month. The whole process took 45 days or so, but required very little time on my part, as Jim took care of pretty much all the legwork. All I had to do was sign some things, and get some bank and tax related information. I will definitely use Jim again if I ever need another mortgage!
John J Murphy: , and that local knowledge really made the difference in key spots.I would never hesitate to use Jim again, but for the fact I think I now have a loan good enough to keep through the full term! If I ever do need another one, though, Jim will be the first person I call. I can't recommend him enough.
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
Financial consultant
11. Edward Jones - Financial Advisor: James Gilbert, CFP®|AAMS® - Seattle
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
· 4 reviews
5101 25th Ave NE Suite 7, Seattle, WA 98105
Address
Website
WhatsApp
12. Morgan Stanley Financial Advisors - Seattle
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
· 2 reviews
601 Union St Suite 5200, Seattle, WA 98101
Address
Website
WhatsApp
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
Financial planner
13. Fidelity Investments - Seattle
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
· 20 reviews
1518 6th Ave, Seattle, WA 98101
Address
Website
WhatsApp
Eduardo Archilla: Great staff and friendly service! My advisor, Karanvir, gave me a solid overview of his recommendations after carefully listening to my goals and concerns. If you are not trying to diamond hand options until you are broke, or want to stop mismanaging your money, pay these people a visit.
o x: Haven’t been to this physical branch, but Fidelity has been absolutely outstanding and online customer support is just superb! Best I’ve ever seen; called them up after I just turned 18 and they bought my first share right there for me on the line! Was mind-blowing and got me hooked. App and Computer Website have great tools
Coach Dean: Great CS. Low/no fees.
Lew Lewis: Consistent , Reliable Service year after year.
Fred Carlson: Absolutely love this company. I have had other investment companies before. And they don't stand up to what fidelity is and has to offer. Fidelity for life!!
Terence James: If you are looking for reputable all in one banking and investment experience Fidelity is a great. The website is easy to navigate and the customer service is spectacular. They have a customer for life with me.
Jerry Gibson: Best place to start, grow and invest your money.
Curtis Allan: Nice clean friendly office easy to work with. Fidelity made investing easy for us. If you have kids and want them to get an education come here as soon as they are born and open up a tax free child education investment account. We opened them for all of our kids and it has been a huge help as they are growing up. I just wish I had come sooner and invested more.
Dave Bianes: This rating is strictly for the local office here. The staff were very friendly and helped me with my accounts.
Sam OldGuy: So far, very good return on investments
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
Financial planner
14. Westwood Mortgage, Inc. - Seattle
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
· 111 reviews
9706 4th Ave NE #205, Seattle, WA 98115
Address
Website
WhatsApp
oshos Irene: I recently had the pleasure of working with Drew Daley during the loan process, and I must say, he was fantastic. From the start, Drew was very communicative, keeping me informed and updated throughout the entire process. He was always available to answer any questions or concerns I had, and he made the loan process as smooth and stress-free as possible.Drew's level of expertise and knowledge in the industry was outstanding. He was able to guide me through the process and ensure that I was getting the best possible loan for my needs. He went above and beyond to find the right loan options for me, and I truly appreciated his attention to detail and commitment to making sure I was satisfied with the end result.Not only was Drew knowledgeable and communicative, but he was also very friendly and professional. He was always a pleasure to work with, and he made the loan process feel like a breeze. He truly went the extra mile to make sure that I was happy with the outcome.Overall, I had an outstanding experience working with Drew Daley, and I would highly recommend him to anyone in need of a loan. He is an excellent Loan originator who truly cares about his clients, and I feel grateful to have had the opportunity to work with him. If you are in need of a loan, I would highly recommend reaching out to Drew. He will make the process a fantastic one!I have never written a Review, but Drew and his entire team deserve acknowledgement
Natalie Crane: . Drew was able to get me pre-approved two+ years before I thought with be possible with my situation.I used a VA loan which can be a bit trickier to navigate but Drew clearly understood the process well and was an invaluable buffer between me as I looked for homes and the beaurocracy/stacks of paperwork the VA required. He simplified every step.I also appreciated that Drew provided insights based on his professional and personal experiences into the properties I was looking at and my situation to advise me in the best direction. Above and beyond what I would have expected from a mortgage broker! If you want to breeze through this process and avoid the headache during the already stressful time drew and the team at Westwood Mortgage are who you are looking for!
R B: I had the pleasure of working with Tom Schwab as my Mortgage Broker for a house and he was amazing to work with. He walked me through the whole process, answered all of my questions, was easy to get in touch with, helped teach me things I wish I learned in school, and always maintained such a positive attitude! Tom and his team were also incredibly fast at completing all required things during closing making the entire closing process a breeze! Working with Westwood and Tom probably helped me secure the house I wanted since sellers take reliability and speed of lenders into account when accepting offers! I highly recommend Westwood Mortgage to anyone trying to secure a loan and buy a house!
Hana R.: Tom and team are the best. Tom explains everything so well and has amazing customer service--every time we talked, we felt that all his attention was on us and our needs, never felt rushed, and never felt like we had a dumb question! Thanks again!
Jenn Boden: more! I've worked with Patrick twice now - one was a mortgage refinance and most recently he helped me secure a home loan. This was a particularly tricky loan
Kelsey Zissel: We highly recommend Drew Daley and the rest of the Westwood Mortgage team for your mortgage needs! We had an incredibly smooth process despite a lengthy home buying experience due to the seller and economic conditions. Drew and his team did a superior job and we couldn't be more pleased. Westwood was available anytime of the day, and they were transparent and straightforward about our home buying process. Will definitely be using them in the future and will recommend to friends and family.
Scott Percival: Westwood Mortgage was a massive help guiding us through the home purchase process from pre-approval to post-closure. The staff was incredibly responsive and thorough. We had all of our questions big and small answered completely and they were able to meet our tight closure timeline without any hiccups at all. Thank you!
Kevin Zhou: . However, Erika was able to swiftly move us through the process at lightning speed which the realtors did not anticipate.Erika was extremely communicative, friendly, and willing to address any concerns of all parties involved whenever they arose resulting in a successful closing
Judy R: From the first day I spoke to Erika, she has answered my questions, return every phone call and email. She has delivered on everything she told me when I first inquired about refinancing. My experience with my credit union was nothing short of a waste of 3 months. Erika and her team are extremely reliable and kept me posted each and every step of the way. I am still in disbelief at how fast she was able to close me. I am forever grateful to Erika and Westwood Mortgage. I will recommend all my friends to her. You will not be disappointed. Thank you Erika!
K Tulloch: October 2021. Once again, I am so happy with the service I got from Westwood Mortgage. Working with Tom Schwab, and the whole team that took part in our refinance was amazing. From start to finish, they were helpful, understanding and professional. Tom was quick to respond to any questions or concerns we had. Having Tom explain the options available, so we could make the best decision - based on our needs - was extremely helpful. I would highly recommend working with the Westwood Mortgage team.
Gregory Hicks: Drew Dailey was helpful in every way throughout our re-financing. We needed to tidy up some of our debts before we were fully ready to make a successful application, and Drew saw us through that stage of the process with patience, candor, and a genuine desire to bring us through. His professionalism and commitment made all the difference. He is the second generation Dailey who has taken great care of us at Westwood. Thanks, Drew and Steve. Greg and Klara Hicks
Christina Dale: Thank you for the great service. Patrick Dunn is truly there to help and make the best choices with us. Communications are clear and timely. I never felt stressed or overwhelmed because the team at Westwood handled everything. I really appreciate everything, especially Pat Dunn.
Venus Pettersen: We’re very happy with the re-financing process through Westwood Mortgage. Erika was very detailed in her emails to make sure we didn’t miss anything. She treated me with the utmost respect, and made me feel less stressed. I could ask her any questions without feeling like it was a silly question, and she responded very quickly. This experience gets an “A” compared to other home financing companies experiences.
Ty Westinghouse: Patrick Dunn at Westwood Mortgage is great! He helped me with my last two home loans including a military VA loan. He is patient but super supportive during the entire process. Would highly recommend!
Sam Christensen: We worked with Erika Nelson and Elyse Kingdon in purchasing our first home. They were an absolute delight to work with and their expertise and diligence were such comforts throughout the process. Buying a home can be stressful and frenetic in the best of times, but is an especially daunting task in today's market. We were able to work through the process quickly and put together a winning offer. If you're looking for highly capable, responsive, and thorough professionals to help with your financing, you'll find them at Westwood.
Harrison Sweeney: We heard about Westwood Mortgage through a friend who had a great experience with Tom and his team in buying their house in Seattle. We decided to do the same, and are glad we did.Tom and his team are excellent throughout the whole process — communication was great, and the thorough pre-underwriting process gave us the confidence to waive contingencies. Highly recommend.
Logan Pirkl: Great experience working with Erika, made the homebuying process reasonably straightforward.
Mindy Cordova: There is truly nobody better than Tom Schwab and the team at Westwood Mortgage! The first time I contacted him, I was already too far down the road with another company, and He STILL took the time to help me and got me a much better deal with that company! I immediately used him to refinance another property and now with the lower interest rates, we just did it again! The entire team make the process so easy and they explain everything in careful detail! I couldn’t recommend them enough!!
Jeff Gerton: Brett did an amazing job helping us with our mortgage. He is extremely smart and really know his stuff. Would highly recommend!
15. Columbia Pacific Wealth Management - Eastlake
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
· 1 reviews
1910 Fairview Ave E Suite 200, Seattle, WA 98102
Address
Website
WhatsApp
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
Financial consultant
16. Edward Jones - Financial Advisor: Justin P Schuessler, CFP® - Seattle
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
· 4 reviews
6041 California Ave SW Suite 103, Seattle, WA 98136
Address
Website
WhatsApp
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
Financial consultant
17. Edward Jones - Financial Advisor: Aaron Yoon, AAMS®|CRPC® - Seattle
Verify
Not verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.
Request your free profile now
· 3 reviews
13540 Lake City Way NE Suite 100, Seattle, WA 98125
Address
Website
WhatsApp
