Crossroads Financial Services LLC - Bellevue, Washington

Créditos: Financial Services LLC

Address: 1479 158th Pl NE, Bellevue, WA 98008.

Phone: 4259477173.

Website: crossroadsfsllc.com.

Specialties: Financial planner, Financial consultant.

Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.

Características

This firm offers financial planning and consulting services to help individuals and organizations achieve their financial goals. The company's knowledgeable staff provides personalized advice and guidance to create customized investment portfolios.

Ubicación

Located in Bellevue, Washington, Crossroads Financial Services LLC is conveniently accessible by car or public transportation.

Opiniones

Based on 13 reviews on Google My Business, this company has received overwhelmingly positive feedback. Reviewers praise the responsive and friendly staff, as well as the company's ability to take care of their financial portfolios.

One reviewer noted that the financial advisor was knowledgeable and created a well-diversified portfolio that made them feel at peace with their retirement investments.

Another reviewer appreciated the company's wheelchair accessibility features, making it easy for clients with mobility impairments to visit.

Recomendaciones

For individuals seeking financial planning and consulting services, Crossroads Financial Services LLC is a great option. With its knowledgeable staff, convenient location, and commitment to accessibility, this company is well-suited to help clients achieve their financial goals.

👍 Reviews of Crossroads Financial Services LLC

Tarrant N.

5/5

Responsive and friendly staff, and a good place to park your portfolio and let them take care of your investment.

Oanh N.

5/5

Knowledgeable staffs , the best financial advisor ....I feel at peace with my pofolio that he created for my retirement.

loan N.

5/5

$$$$taking care of my retirement so I didn't have to worry.

King

5/5

Tina A.

5/5

David L.

5/5

QN N.

5/5

June L.

5/5