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Pacific Crest Financial Advisors

601 Union St #4200
Seattle, WA 98101 206-428-6012

Ratings

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Consumer Ratings for Pacific Crest Financial Advisors — 2 Ratings

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Percent of customers who rated service "superior" for:
Giving helpful advice
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Doing work properly
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Promptness/responsiveness
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Consumer Comments for Pacific Crest Financial Advisors

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Consumer from Bellevue, WA
Sep 24, 2019
Recommended
Consumer from Port Townsend, WA
Apr 10, 2019
Recommended
Great service, always communicate with me, are a fiduciary company. They have my best interests at heart, are independent of any fund company, and are fee managed, so constant costs. Pacific Crest is small, solid and ethical ( I have been with 4 other financial companies prior, these 4 all had higher costs both management and fund fees, but the most annoying was changing advisors every couple of years.) Pacific Crest is a 2 person company and whomever answers the phone knows me. Found them through a link in a Consumer Reports Financial Advisor article. Highly recommend.

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