There are 45 recommended Financial Planners in Washington. Read reviews from people you know to find the best Financial Planner.
I have known David for almost decade and I also sold insurance with David for about nine months. I know firsthand David puts his integrity first before any sales. He can almost always save you money on insurance because he works with so many of the best insurance providers. David shops around for you and gets you the best deal. He is able to sell all types of insurance including individual medical, group medical, Medicare, disability, long term care, and even some retirement products. I would trust David fully with any insurance needs I have.See MoreRead Less
Bentley is someone you can enjoy helping you. He loves working with the public and will go out of his way to make his clients/customers happy! I had so much fun working with him and his brother Norbert at "Pacific Sterling Jewelers" :.) If you need to sale anything or buy Bentley you can trust!See MoreRead Less
Kelly has a tremendous work ethic and she is dedicated to the success and customer satisfaction of each of her clients. Kelly's ability to personally connect with both candidates and hiring managers provides her that unique capability to understand more than surface level requirments to ensure long-lasting staffing matches.See MoreRead Less
I met Ross several years ago and we have had several business opportunities to work together. I have found Ross to be one to most knowledgeable financial specialist I have ever met. He has the balance of understanding the situation, being able to step-back, and offer solutions that best fit the clients situation, rather than being single focused and just offering the client the product that most salesmen have to offer. He continually puts the client?s needs first.
It is refreshing to find some with his depth of character.
I would recommend him.
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Mr. Cornelius is a most outstanding individual personally and professionally. Having the most sound educational foundation of anyone that I know personally, he is an exemplary model of what a professional man should be; wise, prudent, stylish, modern, caring and brave. I would ride into the thickest part of any battle with Montez weather it be business or otherwise. He is that guy. Success & Happiness to you my friend all the days of your life. God Bless.See MoreRead Less
I have known Victoria for over 20 years through a variety of work and social contexts. Victoria is a motivated and inspiring person who draws upon her personal life experiences to help others. She has an invaluable consultant and a great friend. Like all of us, Victoria has overcome challenges in her life and is stronger because of it. She is the type of person that welcomes these challenges and makes the most of every situation.See MoreRead Less
I've known Rob for over 25 years now; during that time, I have seen him grow both as a person and professionally. He is very self-motivated and driven, and possesses a very keen intellect.
Rob is one of those rare, extremely bright people that has the ability to think through complex problems, then articulate a logical, concrete, and actionable solution.
When it comes to investing, Rob bypasses the daily noise and smoke of the markets, and drives right to the underlying structure and performance of the companies in question. Where others might try to steer investors towards a specific fund or series of funds, Rob focuses on overall performance and the needs of the individuals involved, even if those may not be in his best (financial) interests.
I trust Rob implicitly.See MoreRead Less
Known since high school, she is a wonderful woman with a great attitude and a fun sense of humor. She is the real deal.