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Olson Investment Advisors received 2 consumer ratings from Consumers' CHECKBOOK and Consumer Reports subscribers.
CHECKBOOK provides:
- Award winning articles and ratings reports compiled from more than 191,000 Seattle (Puget Sound) area consumer ratings by Consumers' CHECKBOOK and Consumer Reports magazine subscribers who have used these companies and professionals.
- Thousands of hours of undercover price shopping.
- Review of complaints received by local consumer agencies such as Better Business Bureau (BBB) and attorney general offices.
- In-depth research.
- No advertising.
- No ballot-box stuffing.
- Nonprofit
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520 Pike St #2225
Seattle, WA 98101
Phone: 206-839-4550
"One of the best things about CHECKBOOK is how thorough its ratings are. At least 10 people must rate a company before it's included in a survey. Staff members go undercover to get actual pricing information."
"One of the best sources of information for consumers is Puget Sound Consumers' Checkbook magazine. It offers ratings and advice so consumers can get the area's best prices and services."
"Even businesses that don't fare well in the ratings have grudging respect for [CHECKBOOK]’s attention to detail."
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Satori Financial, Seattle, WA |
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McAdams Wright Ragen, Seattle, WA |
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Goldman Sachs, Seattle, WA |
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Badgley Phelps & Bell Investment, Seattle, WA |
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Warn D Willis, Seattle, WA |
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Administrative Svcs, Seattle, WA |
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Morgan Stanley Smith Barney, Seattle, WA |
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Frederic Kutscher Associates, Seattle, WA |
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Ameriprise Financial, Seattle, WA |
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Summit Capital Management, Seattle, WA |
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Keybank, Seattle, WA |
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Edward Jones, Seattle, WA |
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Merriman Capital Management, Seattle, WA |
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Michael Pace, Seattle, WA |
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Curtis Erickson Registered Investment, Seattle, WA |
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Lodestar Wealth Management, Seattle, WA |
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Young Financial Services, Seattle, WA |
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KMS Financial Svc, Seattle, WA |
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Jennifer Easley, Seattle, WA |
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LPL Financial, Seattle, WA |
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many more...... |
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CHECKBOOK provides subscriber comments on their experiences with the firms they use. Please remember that individual subscriber comments are informal. Subscriber comments may give you insight into the types of features and problems that exist in a service field, but are not the best basis for selecting or rejecting a specific firm. To assess the quality of a firm's performance, we recommend that you give more weight to the percentages of favorable ratings. Those percentages are generally based on much larger numbers of consumers' ratings (the number of consumer ratings is noted above).
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As You Can See Below, Some Financial Advisors Get High Praise from Their Customers.
Some Others Don't. So Choose Carefully.
Here Are a Few Samples of the Thousands of Comments
CHECKBOOK Has Collected on Hundreds of Different Financial Advisors.
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Subscriber from SEATTLE, WA wrote about a local financial advisor:
I recommend with signigicant reservations. Merriman does a very good job of asset allocation --..........
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Subscriber from REDMOND, WA wrote about a local financial advisor:
We feel very fortunate to have had them as our financial advisers doing these last..........
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Subscriber from SAMMAMISH, WA wrote about a local financial advisor:
Moved here from Merrill Lynch -- environment at Morgan Stanley seems far more geared to..........
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Subscriber from SHORELINE, WA wrote about a local financial advisor:
Several years of advisory service and no complaints from me........
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Subscriber from SEATTLE, WA wrote about a local financial advisor:
This rating applies only to Geoff Wilwerding.......
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Subscriber from SEATTLE, WA wrote about a local financial advisor:
We followed our adviser from another company to Oppenheimer. She assured us that this company..........
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Subscriber from FEDERAL WAY, WA wrote about a local financial advisor:
The best thing that has ever happened to my financial well being!.......
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Subscriber from KENT, WA wrote about a local financial advisor:
Mr. Olson and his crew work very hard to be sure your ivestments are allocated..........
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Subscriber from SEATTLE, WA wrote about a local financial advisor:
For 14-15 years, have had Living Trust and investments for which Ive been extremely thankful...........
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Subscriber from SEATTLE, WA wrote about a local financial advisor:
Very knowledgeable and excellent planner and strategizer.......
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Subscriber from SEATTLE, WA wrote about a local financial advisor:
Financial planner assigned to handle our accounts is very knowledgeable and doesnt hesitate to call..........
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Subscriber from KIRKLAND, WA wrote about a local financial advisor:
Very knowledgeable, down to earth guys. Good financial models and explanations of some of the..........
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Subscriber from KENT, WA wrote about a local financial advisor:
I have been using Flinn Financial Services for 8 years. He has been extremely helpful..........
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Subscriber from SEATTLE, WA wrote about a local financial advisor:
David Strauss is the best financial consultant I have ever worked with. He takes the..........
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Subscriber from EDMONDS, WA wrote about a local financial advisor:
They have done a very good job for me over the years. While fees seem..........
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Subscriber from SEATTLE, WA wrote about a local financial advisor:
Honest, pleasant to deal with and results better than index funds........
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Subscriber from KIRKLAND, WA wrote about a local financial advisor:
Rob listened to what we want and tailored his recommendations around our preferences. When it..........
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Subscriber from MARYSVILLE, WA wrote about a local financial advisor:
Personal consultant -Cindy Romney- investments/401 K.......
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Subscriber from SEATTLE, WA wrote about a local financial advisor:
This fee only advisor is well worth the money........
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Subscriber from LAKE TAPPS, WA wrote about a local financial advisor:
Bene with W&R for over 25 years. They fit my investment plans.......
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Subscriber from POULSBO, WA wrote about a local financial advisor:
Very up front with alternatives to investments and relative costs involved. Good recommendations........
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Subscriber from LYNNWOOD, WA wrote about a local financial advisor:
TFS provided free info sessions to myself and my other peers as former WaMu employees..........
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