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Over 1,782 reviews for
Tacoma Financial Advisors from people just like you.

N
"
was quick to respond, answered all of my questions thoroughly and made sure I understood exactly what was happening. I've recommended"
to numerous other friends and family not only for business, but as a resource should they have any questions about mortgages. I absolutely trust his recommendations, and would not hesitate doing business with him again.

-Edward S.

A
"My wife and I were had a dilemma. After many years of investing in a couple of health-care related stocks, we decided the time was right to sell the stock, which" had grown to a considerable sum but all high-risk money, and invest in something safer that stocks or mutual funds. We knew that bank savings accounts, money
accounts, and Certificates of Deposit were all safe options but were paying near zero percent interest rates. I initially consulted some of the more well-known local area investment firms but they were painfully slow to get back to me and in essence simply wanted us to reinvest in the stock
in some form and were generally most interested in large portfolio clients. Turning to Angie's List (which I should have done in the first place) I found
Fox and
.
immediately talked with me about my situation, promptly made an appointment to visit my wife and me at our home, and came out to educate us about a safer alternative to saving for retirement income through the use of annuities.
's customer service and desire to help were amazing, as he constructed a well thought out plan based on my and my wife's input and helped us invest in an annuity with a financially strong and reputable company. We could not be happier with the job
did for us. Thanks to
we now have a very key piece of our retirement secured and can rest easy knowing that the high risk money we once had in the stock
has been reallocated to a better, safer place and earning a better rate of return than a traditional bank savings vehicle. Thanks again
!

-Vincent G.

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Financial Advising reviews in Tacoma

A

Rating
Tacoma Financial Advisors Provider Name Locked
is very knowledgeable in the area of finance and planning for future retirement. He's great at finding what plan or strategies work for each individual's circumstances. I am very satisfied with his help in this area. I highly recommend to anyone making retirement decisions, talk to
Tacoma Financial Advisors Provider Name Locked
first.
- Ed J.
N

Rating
It was very easy working with them. The information was very precise and to the point. I feel that everything got fixed fairly quick, which was helpful by the fact that I'm always busy. I would definitely recommend it to anyone who needs help with the IRS. They made it very easy on me. Worth the money spent.
- Javier P.
A

Rating
Tacoma Financial Advisors Provider Name Locked
is amazing and one of the most honest business people I have ever encountered. He spent about 45 minutes on the phone with me discussing my financial standing as I wanted to move my
Tacoma Financial Advisors Provider Name Locked
to another company, having fired my prior financial advisor for unresponsiveness and not being happy with the funds I am invested in. Not only did he analyze my situation, he explained that he didn't feel I needed an investment advisor....that I just need a more conservative set of funds to transfer my
Tacoma Financial Advisors Provider Name Locked
to and basically let it sit and accumulate in a more even fashion than my current one has done. He even suggested where I place the funds to maximize my stability at a low expense ratio. I highly recommend
Tacoma Financial Advisors Provider Name Locked
as, after having listened to him, he is honest, hard-working, has reasonable fees for investment advisement, and a great hands-on approach that I have to assume he would have in his advisor capacity. Fantastic experience!!
- Meryl C.
D

Rating
Two tax-exempt bonds were purchased. One of the trades was canceled, and a substitute bond was purchased. I received an e-mail showing the two trades that were made and the one that was canceled. The
Tacoma Financial Advisors Provider Name Locked
representative assured me that the two bonds in question had been purchased. I then received another e-mail the next day showing a third bond had been purchased, which was not correct. I tried to get the representative on the phone. All I got were voice-mails. I then called
Tacoma Financial Advisors Provider Name Locked
directly as the e-mail said "Please contact
Tacoma Financial Advisors Provider Name Locked
SERVICES, INC. if you have any questions." When I called
Tacoma Financial Advisors Provider Name Locked
, I was told that
Tacoma Financial Advisors Provider Name Locked
did not service the account in question. When I asked why I had been instructed to call
Tacoma Financial Advisors Provider Name Locked
, the person hung up the phone on me. When I was finally able to speak to the representative, he explained
Tacoma Financial Advisors Provider Name Locked
's mistake and said that it had been corrected. I like the representative and will continue to use him unless I receive more terrible customer service from
Tacoma Financial Advisors Provider Name Locked
. One more incident like this and I will be transferring the account.
- Preston B.
F

Rating
The Right Line Stock Report or (
Tacoma Financial Advisors Provider Name Locked
) fraudulently and unauthorized charged my credit card number they had on file since last year for $499.95 on 7/30/15. There was no advance notice or warning of subscription renewal of any kind. MasterCard contacted me on 7/31 letting me know a large an unauthorized charge had just been placed. I contacted
Tacoma Financial Advisors Provider Name Locked
the very same day 7/31/15 asking them to remove the charge as I had no intention to renew. Then I got some lame email from someone using the name of
Tacoma Financial Advisors Provider Name Locked
stating they would not refund the charge, but they would not charge me again in 2016.
Tacoma Financial Advisors Provider Name Locked
will not return phone calls or numerous emails. They
Tacoma Financial Advisors Provider Name Locked
’t answer their 1-800 number. They have multiple addresses and phone numbers to hide by. Not only is their stock report uninformative, outdated, and repeats the same information every report; they are trying to steal and scam from honest consumers. 2912
Tacoma Financial Advisors Provider Name Locked
Pack Drive

Antioch ,
Tacoma Financial Advisors Provider Name Locked
37013

United States Or



3 Wooded Way Round Rock, TX 78664 512-458-6046
- Jay M.
D

Rating
I had high hopes for Redfin, several agents showed my home
(though non responded to requests for feedback) which showed me they had
Tacoma Financial Advisors Provider Name Locked

penetration)

When my last agent and I went our separate ways (I’ve been
trying to sell my home ) I engaged redfin. I researched their site and choose
to communicate with our of their high volume agents. (at his point I needed
successes from an agent with a lot of successes behind them, rather than one that’s
still trying to create a reputation).

Anyway, in the end they choose the agent for me.
And after our 1st meeting and follow-up emails, I
was not feeling it, but more so, it seemed the agent was tied up with other
things and being out of town. I wanted
to get my house on the
Tacoma Financial Advisors Provider Name Locked
quickly, and it seemed Redfin was not able to accommodate
such a request as quickly as other agent/ real-estate firms.

But I like the concept, the webnsite, the idea about being performance
based (at least that’s what they advertise) . But what I didn’t like, was not
being able to pic the agent (I contacted two members of the leadership team
with this request, and they politely avoided it). However one, ‘
Tacoma Financial Advisors Provider Name Locked
’ took the time to make some well thought out
responses, including addressing many of my questions. Regrettably, it seems
more the heavy hitters are there to draw in clients and then they like the mom
and
Tacoma Financial Advisors Provider Name Locked
birds, disperse over to the chicks. L
In an attempt to work with the agent, I had written about
what I was looking for, my experiences, past offers, and the agent responded that they promised not to disappoint me. Upon
our 1st meeting they asked me to lower the price by $30k , which
would have made most offers less than my
Tacoma Financial Advisors Provider Name Locked
offer (that I rejected) , How is
this not going to disappoint me.
I looked at the agent’s reviews, something redfin encourages
people to do and encourages to give feedback on their agents. But what was odd,
was that many of this agents reviews (ok most of them) predated her employment
with the company. Most did not have written comments (despite 5 out of 5 stars)
, even listings that were an offer was not accepted, had 5 stars (yet still no
comments)

Buyer beware (or be cautious) , if you’re looking to attain buyer or seller
services, ask questions of the respective agent about their reviews. I did and
get no response). Shortly thereafter they indicated that maybe they were not
the best option for me. I signed with
someone else (who wasted no time to have the paperwork in front of me.
- Patrick M.
A

Rating
Tacoma Financial Advisors Provider Name Locked
came out to the house at the time agreed on , took all the formation he needed and was as nice a person that you would ever want to meet. He will be back next week with all the updated material for our living trust
- John V.
A

Rating
I had a very productive phone conversation with
Tacoma Financial Advisors Provider Name Locked
. That I am based in Atlanta and he in Chicago would not make a difference in his providing quality service, in my opinion. Unfortunately, I cannot at this point invest the minimum amount that
Tacoma Financial Advisors Provider Name Locked
requires to take me on as a client. He explained to me that he does this so that he can keep his client base small and provide better service, something I completely understand. He was however, generous enough to dispense some financial planning advice gratis and answered all my questions very patiently. I (hopefully) look forward to working with him in the future.
- Vishal N.

Financial Advisors in Tacoma, WA

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr

A G EDWARDS & SONS INC

1145 BROADWAY
Tacoma

A Street Investments

219 Legion Way SW, Suite 203-B
Olympia

ABBA ACCOUNTING MORTGAGE BNKNG

10603 4TH AVE W
Everett

Accounting Resource USA

PO Box 362
Kirkland

AGP Wealth Management

126 Wells Ave S.
Renton

All About Simplifying

Lake Forest Park

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

Alpine Mortgage Planning

12550 SE 93rd Ave

Balance Financial

1800 112th Ave NE
Bellevue

BANK OF AMERICA MORTGAGE

10500 NE 8TH ST
Bellevue

BARNEY HARTLEY INVESTMENT CTR

1000 TOWN CENTER
Tacoma

BENITZ & ASSOCIATES, INC

112 3RD ST SW
Puyallup

BetaFrontier, LLC

858 North Franklin St

Boley Insurance Agency

331 West Wishkah Street
Aberdeen

Boost Credit 101

3773 E Cherry Creek N Dr

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Bright Debt Consolidation

1208 South Jackson Street

Byrne & Company Wealth Management, LLC

611 Columbia St NW
Olympia

Cardinal Advisors

117 Edinburgh South Drive Suite 280

Charlie Foster - COUNTRY Financial

16821 SE McGillivray Blvd
Vancouver

Chuck McFarland State Farm Insurance

9776 Holman Road NW
Seattle

Cobalt Mortgage

10900 NE 4th St
Bellevue

College Funding Solutions

PO Box 15722
Seattle

Comprehensive Wealth Management LLC

3500 188th St SW Ste 102
Lynnwood

COOPERATIVE CAPITAL

1423 E 29TH ST
Tacoma

Cornerstone Financial Group

1201 Monster Rd #320
Renton

Dawson Accounting -N- Consulting LTD

18610 Occidental Ave S
Burien

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

DOUBLE D FINANCIAL

30682 MILITARY RD S
Auburn

Doug Jones State Farm Insurance

124 4th Ave S Ste 210
Kent

EDWARD JONES

5005 CENTER ST
Tacoma

EDWARD JONES

1420 S UNION AVE
Tacoma

EDWARD JONES

5810 N 51ST ST
Tacoma

EDWARD JONES

4905 PACIFIC HWY E
Tacoma

EDWARD JONES

6720 REGENTS BLVD
Tacoma

EDWARD JONES

4040 Orchard St W Ste 108
Tacoma

EDWARD JONES

3255 NW Lowell St
Silverdale

Edward Jones

45 Front St N
Issaquah

Edward Jones - Jeffery C. Pleet, CLU, ChFC

630 SE Midway Blvd
Oak Harbor

Empirical Wealth Management

1420 Fifth Ave
Seattle

FINANCIAL ARCHITECTS

16275 NE 85TH ST
Redmond

First Priority Financial NMLS 3257

1500 W 4th Ave Ste 410
Spokane

Freyman CPA, P.C.

40 Exchange Place

Harborstone Credit Union

4720 Center St.
Tacoma

HARBORSTONE INVESTMENT & INSUR

5929 WESTGATE BLVD
Tacoma

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

HOMESTREET BANK

601 UNION ST
Seattle

Horizon Advisors & Securities America

31620 23rd Ave S
Federal Way

Hurley Williams & Cook PS

4312 Kitsap Wy Ste 102
Bremerton

IB General Construction LLC

624 140th SE CT B206
Bellevue

iBank

3090F Pullman St

ICON Consulting

1412 112th Ave NE Ste 102
Bellevue

Insurance Connections Northwest

14042 NE 8th St Ste 105
Bellevue

IRA Valuations

3824 206th Pl NE
Sammamish

IRS Tax Help Team

1201 S Beach Blvd

Ivory Office Consulting Llc

5515 Steilacoom Blvd Sw Suite 108

James C. Howell CPA, PS

1400 112th Ave SE
Bellevue

JB Tax and Finance, LLC

14205 SE 36th St, Ste 100
Bellevue

JW Income Inc.

4616 25th Ave NE
Seattle

Knott & Company Tax Advisors

2501 Southwest Trenton Street
Seattle

Kubesh Investment & Financial

520 Pike Street
Seattle

Laurus Financial Group

33801 1st Way S Suite 261
Federal Way

Leavneworth Insurance, LLC

11756 Hwy 2
Leavenworth

Lockhart Professional Services

2013 Harkins Street
Bremerton

Lowell, Blake & Associates

141 Tremont Street

M

1

Marchand & Co CPA's PC

2003 Southern Blvd SE

Markow Financial Group Inc

2015 W Dravus Str
Seattle

MBSI - DBA: Kiel Mortgage

604 Oakesdale Ave SW
Renton

MC DONALD INVESTMENTS INC

1109 PACIFIC AVE
Tacoma

MCDEVITT & DUFFY CPAs

330 DAYTON ST
Edmonds

McKeon Financial

1507 172ND ST NE
Marysville

Mercier Financial Group, Inc.

190 W DAYTON ST
Edmonds

Michael A Davis Consultant Inc

15127 NE 24th St
Redmond

MLJACKSON CPA

601 108th Ave NE
Bellevue

Monetizer!

Everett

Mortgage One Northwest, LLC

8140 Freedom Ln NE
Olympia

Mortgage One Northwest, LLC

8140 Freedom Ln NE
Olympia

MUTUAL SERVICE CORP

4042 S PINE ST
Tacoma

MWBoone & Associates, LLC

777 - 108th Ave NE, Suite 2230
Bellevue

N R SMITH AND ASSOCIATES, PS

2120 CATON WAY SW
Olympia

NELSON FAMILY FINANCIAL SVC

720 S PROCTOR ST
Tacoma

Newground Social Investment

10033 12th Ave NW
Seattle

North West Tax Specialists Inc.

12011 Northeast 1st Street #205
Bellevue

PACIFIC WEST SECURITIES

2607 BRIDGEPORT WAY W
Tacoma

Palouse Credit Consulting

801 Ringo Rd.
Palouse

Pinnacle Capital Mortgage Corp

3906 South 74th Street
Tacoma

Prime Source Financial Services, LLC

4802 Nassau Ave NE
Tacoma

RAGEN MAC KENZIE

1201 PACIFIC AVE
Tacoma

Raymond James Financial Services Inc

Member FINRA/SIPC .................
Bonney Lake

Rick G Schied

20 M St NE
Auburn

RJM Consulting, Inc.

7113 California Ave SW #4
Seattle

S Landau Services

5606 14th Ave NW
Seattle

S P Johnson Group

2025 Delaware Ave

Safe Money Lady

P O Box 277
Littlerock

SC Financial Group LLC

1417 116th Ave NE
Bellevue

SECURITIES AMERICA INC

7406 27TH ST W
Tacoma

SMITH BARNEY

1301 A St Ste 300
Tacoma

STAPP FINANCIAL PLANNING

1800 COOPER POINT RD SW
Olympia

STRATEGIC FINANCIAL GROUP INC

4405 86TH AVE W
Tacoma

SUMMIT FINANCIAL GROUP

6625 WAGNER WAY
Gig Harbor

Summit Financial Inc

615 Pasco Pl NE
Renton

Tacoma Merchant Processing Account

4502 S Steele St
Tacoma

Tami R. Mrozek CPA, PLLC

15429 216th Avenue NE
Woodinville

TekCollect

871 Park Street
Olympia

The Credit Guru

23632 Hwy 99, Suite F404
Edmonds

The Mutual Fund Store

32225 Pacific Highway South, Suite 103
Federal Way

The Mutual Fund Store

20700 44th Ave W., Suite 120
Lynnwood

The Mutual Fund Store

1100 Dexter Avenue North, Suite 100
Seattle

The Mutual Fund Store

601 108th Avenue Northeast
Bellevue

Tom Waiss Agency

1209 Market St
Kirkland

UBS FINANCIAL SVC

1160 BROADWAY
Tacoma

United Gold Direct

2945 Townsgate Road

US BANK

6100 15TH AVE NW
Seattle

USAA Bank

PO Box 33490

Van Winkle Insurance Group

13619 Mukilteo Speedway
Everett

VMS-Washington

11661 SE 1st Street, Suite 100
Bellevue

Washington Federal

191 W. Washington St
Sequim

Watermark Credit Union

PO Box 1595
Tacoma

WELLS FARGO BANK

2800 3rd Ave
Seattle

Werner, O'Meara & Co

19109 36th Ave W Ste 213
Lynnwood

West Coast Lending Group

11000 33rd Place NE Place
Bellevue

WESTGATE CAPITAL CONSULTANTS

4707 S 19TH ST
Tacoma

Westwood Mortgage Inc.

9706 4th Ave NE
Seattle

Woodinville Retirement Planning

19215 194th Avenue NE
Woodinville
Tacoma Zip Codes

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