This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
Droker Financial LLC/ Water Rock Global Asset Management LLC
- Financial Services
- Bellevue, WA
About this business
We specialize in investment management for gay couples, individuals who work for large companies, and business owners. Gay couples need a team of experts who understand asset transference rules. We spend significant amounts of time learning and assembling our team. Individuals that work for large companies like Boeing, Microsoft, Amazon, etc. Many have restricted stock grants or stock options, retirement plans (401k), and employee stock purchase plans. Many other advisors don't know or don't care to learn how to take advanta... read more
Location details
29 148th Ave SE, Bellevue, WA, 98007, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 4:00 p.m. | |
| Tue | 8:00 a.m. to 4:00 p.m. | |
| Wed | 8:00 a.m. to 4:00 p.m. | |
| Thu | 8:00 a.m. to 4:00 p.m. | |
| Fri | 8:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Adam has been our broker for years!! He is very knowledgeable, courteous and helpful!!! We would not trust anyone else to manage our finances!!! Thanks Adam!!!
Barney, your review seems just like Harvey’s review on Yelp. Are you sure you are not a bot? I am a client of Adam’s and he goes out of his way to help his clients, whether they have large portfolios or not. He is an excellent advisor, well-informed, practices fiduciary responsibility with all clients and educates them thoroughly. I recommend Adam highly and regularly.
Barney, your review seems just like Harvey’s review on Yelp. Are you sure you are not a bot? I am a client of Adam’s and he goes out of his way to help his clients, whether they have large portfolios or not. He is an excellent advisor, well-informed, practices fiduciary responsibility with all clients and educates them thoroughly. I recommend Adam highly and regularly.
Did not engage. Made clear only interested in clients with large portfolios already making money..Which is fine since fee based and thus more money for him. Not interested in giving advice per se…. Look elsewhere if looking for advice and someone to actually work with you.
Adam, at WaterRock is extremely thoughtful in his desire to help you with your financial situations. He took the time to listen to my concerns and then to advise me in a way that made me fill important and that he fully understood where I stood. Thank you Adam Droker
Frequently asked questions about Droker Financial LLC/ Water Rock Global Asset Management LLC
How is Droker Financial LLC/ Water Rock Global Asset Management LLC rated?
Droker Financial LLC/ Water Rock Global Asset Management LLC has a 4.4 star rating with 7 reviews.
When is Droker Financial LLC/ Water Rock Global Asset Management LLC open?
Droker Financial LLC/ Water Rock Global Asset Management LLC is closed now. It will open tomorrow at 8:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com