Alterra Advisors is a well-known financial planner in Bellevue. Grant Monson is the CEO of Alterra Advisors. He and his team of experts provide an unparalleled client experience and genuine care about their client's well-being, prioritizing understanding their ideas and emotions. They serve a diverse clientele, from successful entrepreneurs and business owners to retirees and those with larger charitable goals. Their mission is to provide extremely coordinated financial planning and wealth management, striving to give clients peace of mind as they plan for and meet their financial needs and life's goals. Their triumph is defined by every client who comes to feel they are not just their trusted advisor but also part of their extended family. Alterra Advisors holds itself accountable to the highest standards, communicates proactively at every step, and confidently collaborates to serve clients' best interests.
UNIQUE FACTS:
• 100% Satisfaction Guaranteed.
3 Best Financial Services in Bellevue, WA
Expert recommended Top 3 Financial Services in Bellevue, Washington. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
ALTERRA ADVISORS REVIEWS
Grant, Mallory, Ryan, Nikki, Amber and the rest of the Alterra Advisors team are the consummate professionals whom all possess a high level of integrity, wisdom, and competency. Beyond the trust we have for Alterra with our financial and estate needs, we truly feel like family with our advisors. On our recent annual update, we were warmly greeted with respect and enthusiasm. And the cookies were so good! Seriously, we are 100% comfortable and beyond satisfied with the advice we received over the last 12 years. Because of their guidance, we were able to retire early, and we exceeded our targets for retirement and beyond. The Alterra team always make themselves available and always return calls within a day or sooner. We appreciate them all very much!
My husband and I have been using Alterra Advisors in Bellevue for our financial investment needs for the last 5 or so years. At first our retirement planning and management of investments seemed like a daunting task, but they have managed to no not only ease this processes for us, they have educated us along the way. 'Teach a man to fish' so to speak. We highly recommend Altera Advisors for your comprehensive fiduciary needs.
Zach is amazing, but honestly so is his whole team. Everyone is very responsive whenever I need to connect and the whole team is on the same page with our investments and strategy. Zach and his associates always take ample time to give us a thorough understands of what we are doing and why. I know he has our best interests in mind. I recommend him to all my friends.
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Pacific Capital Resource Group, Inc. is a relationship-based and independent financial planner in Bellevue, WA. Founded in 1998, the firm represents a group of independent financial advisors, wealth managers, and insurance professionals. Kurt D. Jonson is the CEO of the firm. He earned a degree in business school at Washington State University in 1993 with an emphasis on Finance and Accounting and immediately began his career in the financial services industry. He is also certified as a CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP in the U.S. His team of experts specializes in financial planning, insurance brokerage, wealth management, business planning, and asset protection. They can provide you with a wide range of potential solutions to the complex personal, financial, and business issues you face daily. As an independent firm, its focus has always been creating the ultimate advisor experience. When you step into its office, it wants you to feel a sense of confidence immediately because the minute you walk through its doors, you've taken the first step to living a more successful and enjoyable life.
UNIQUE FACTS:
• Service To Thousands of Clients Nationwide.
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PACIFIC CAPITAL RESOURCE GROUP, INC. REVIEWS
Harris blows me away with his financial knowledge. He loves to educate people about finance. I am already retired but have my own home-based business, and he built a plan especially for my situation. He really cares about people and their finances.
I have never met anyone so passionate about Financial Planning. Harris loves to help people plan for their future and to make sure that they are secure and well-taken care of.
They're great. The only downside is they care a lot about commission and getting more people on board.
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Atkinson Wealth Strategies is one of the best financial services in Bellevue, WA. Tyler Atkinson, CFP, is a CERTIFIED FINANCIAL PLANNER™ professional who specializes in financial and retirement planning and goals-based asset management for individuals, families, and business owners. The teams at Atkinson Wealth Strategies are committed to providing the highest standard of financial planning. With a wide variety of investment options available, they will develop a custom, tax-efficient investment strategy that prioritizes your goals and objectives. They care about your retirement and investment goals, and they founded their company believing that building relationships with their clients is their priority and that establishing trust and building multi-generational relationships is paramount. With over 6 million investment options, they offer a professional white-glove approach to fee-based asset management. They can build clients who deserve custom portfolios because they are independent of investment banking and insurance companies. Their financial planning through LPL Financial with Atkinson Wealth Strategies pulls all your finances together, organizing them and making management easy and effective.
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ATKINSON WEALTH STRATEGIES REVIEWS
Top Notch! Will Recommend! Tyler started the process by listening to my goals and concerns. I am a self employed individual with a more complex situation than most. I needed an expert and found one. We started with a custom financial plan that addressed my goals and concerns. That lead the way for building out the custom fiduciary advisory accounts tailored specifically towards my goals. Tyler even speaks with my accountant on a yearly basis to make sure tax efficiencies are being maximized in my plan and investments.
I am not a proper client here (at least not yet), but I am leaving a review to celebrate how well Mr. Atkinson treated me in our initial conversation. He was insightful, kind, and transparent. I came away with the feeling that he genuinely wanted the best for me, whether that was through his services or otherwise. It may well be that Atkinson Wealth Strategies isn't quite the right fit for me, but I can see their appeal and wouldn't hesitate to refer people here to at least have a conversation.
Tyler was very helpful with my profit sharing, 401k, and retirement planning. He is extremely knowledge in tax efficient strategies. I highly recommend him!
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