Rokfinancial

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

With fluency in Mandarin, Wei proudly serves clients in the Bellevue, WA area. Wei has 9 years of experience as a Senior Home Lending Advisor and specializes in preapproval, vacation home financing, first-time homebuyer programs, and conforming loans and jumbo mortgages. Whether you're a first-time homebuyer, need to expand or downsize, or are looking for a second home, Wei is here to help you find a mortgage to fit your needs. Starting with a review of your finances, Wei can help you get a clear picture of what might work best for you. Wei will explain your options, answer any questions you may have, keep you informed and guide you through every step of the mortgage process. Above all, Wei wants to ensure that you have a positive home lending experience.

Coldstream Wealth Management aligns your unique lifestyle, vision and values with a knowledgeable, impassioned team that strategically advocates for you and your future.