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Recent Finance Advising Reviews in Bellevue

  • A
    Burnell Financial
    Duane was outstanding in his grasp of our finances. His advice made perfect sense, offering suggestions that were easy to understand and applied directly to our situation.
    - Lee S.
  • A
    Burnell Financial
    I met Dwayne at a retirement planning seminar in 2018. He was the presenter with astute ability to communicate his comprehensive knowledge of social security law and all other aspects of retirement in a clear, understandable and personable manner. One month later Dwayne graciously agreed to conference with me regarding my specific concerns. He consistently listens carefully and responds to questions with great care and thoughtfulness. At the conclusion of this meeting, Dwayne directed me to an attorney who ultimately assisted me (successfully) in a real estate transaction. Since then I have sought Dwayne's expert advice as I navigate my personal financial waters. He has assisted me greatly to avoid dangers and feel more steady at the helm. During our most recent telephone conference of April 15, 2020, I called Dwayne an anchor, as he is truly a stabilizing force to help me remain oriented and safe during the present corona economic hurricane.
    - rebekah k.
  • A
    TrueWealth Financial Partners
    Very well! Glenn Rossman is easy-going, knowledgeable, and genuinely interested in how he can best guide us in our financial planning. We would certainly recommend him to anyone who asks.
    - Michelle P.
  • A
    BEN CAIN & ASSOCIATES INC
    My wife and I have been clients of Ben Cain & Associates for nearly 10 years. Our investments in their recommended funds have performed well over the years. Ben is a wonderful person, very personable, with many years of experience in financial planning. We have complete confidence in Ben Cain & Associates, following their advice has prepared us well for our retirement.
    - William S.
  • A
    Burnell Financial
    Dwayne is incredible. I think I called him an angel at one point during our call. This was my first time working with a financial advisor and he exceeded all expectations. He took the time to ask questions and make sure he fully understood my situation, and then provided a breakdown of my options and the financial implications. I not only gained clarity on my financial future, I also learned the why & how's along the way.
    - Gina P.
  • A
    S Landau Services
    I've been a customer of S Landau Services for 6 years. I've received excellent personalized service for all things federal tax as a self-employed individual. I've also used S Landau for estate tax, and tax planning. I expect to be utilizing the company in perpetuity.
    - Dennis M.
  • A
    Burnell Financial
    Dwayne Burnell is a true professional that not only helps direct you, he educates you so you can feel empowered and confident. I have yet to meet with a financial advisor that gives such clear feedback and guidance. I walked away feeling better about my future. I trust Dwayne......a huge thing for me to say and know retirement will be easier with him overseeing my assets. Thank you Dwayne! T. Sintay
    - Taire S.
  • A
    S Landau Services
    S Landeau services are very organized and consistently complete our taxes, by sending preparation packets where they ask excellent questions to ensure that all areas that need to be included and considered to be part of our return. After the taxes are prepared, they explain each part and are responsive to any questions we may have. They are also very knowledgeable in guiding for family planning and investments.
    - Rema A.
  • A
    Burnell Financial
    Dwayne is exactly what we wanted in a financial adviser. He teaches courses in investment so he is a natural at carefully and patiently explaining everything we needed to know about investments he recommended. Investments are generally a dredge for us because we find them full of complicated fees and fine print, In this climate of Madoff pyramid schemes and bank bailouts, we have been especially vigilant about what we invest in. Dwayne is like a financial professor. He spent a lot of time answering our questions, providing us with all documentation, and helping us understand trade offs. A year after we chose our investments he again spent hours with us answering all of our questions and concerns and carefully stepping us through each area of our investments. We never felt pressure to take any of his advice and he did a beautiful job of laying out several options which have protected our investments through a turbulent market. He has also written 2 books which are well written and very clear; Another financial tool for the toolbox. It would be wonderful if there was a Dwayne Burnell school for financial advisers so there would be more of them out there like him. Like having a financially wise dad looking out for us.
    - Wendy W.
  • A
    Burnell Financial
    Dwayne is personable and very professional. He responded very promptly to my request for contact, and after speaking to him on the phone, he addressed all of my financial concerns, helped me to narrow down some key specific questions that I need to answer for myself, and gave me a good foundation upon which to take my next steps financially. I very much appreciate his experience, knowledge, and insight regarding financial matters.
    - Kim P.
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Financial Advisors in Bellevue

Companies below are listed in alphabetical order.

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