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Finance Advising reviews in Bellevue

  • F
    inDarrel does a Retirement Planning radio show on a local station. I have listen to him for years. My wife and I decided it was time to work on our retirement plan and I have impressed with things Darrel has said in the past. I sent an email to his website with fairly detailed financial summary of our situation. I asked him for some basic question like: (1) Do you do Trusts, (2) Do you do Wills, (3) Roughly how much would the Retirement Plan cost? I received an email asking for my telephone number so they could contact me via a phone call. I replied I "preferred" to us emails for the initial phase of the plan. I heard nothing from the person.
    I then asked for Darrel's private email address that only he would read. I got his email address (at least I hope it was his). I told him what happened with the first person and asked him to assist me with the initial phase using emails. I have NOT heard back from him since I sent the email to him.
    I feel any Financial Planning company that will not work with the customer is no one I can trust to help us with our Retirement Planning.
    I "REALLY" don't understand why they are unwilling to work with us. I will have to look for a different company now.
    - Ronald W.
  • A
    unknown
    - James R.
  • A
    They helped my wife and I with the financing of our new (used) Honda Mini-van. Provided good advice on service warranties and provided quick and fast answers for the loan.
    - Joel B.
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Financial Advisors in Bellevue

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