Badgley Phelps Wealth Managers - Seattle (WA)

Josh Hartmann I thought I had my finances figured out but decided to take a meeting with Riley after a friend referred me over. Our first couple conversations were definitely eye opening! You really dont know what you dont know. I tend to get caught up in headlines around when to buy and sell so its nice having a professional who can manage my investments with a disciplined strategy and reliable index funds. I also was missing out on some big tax benefits that should help with saving for a home big time. Now Im regretting waiting this long to use a CFP but better late than never. I was as skeptical as anyone but trust me, take an initial appointment, youll only benefit.

Meg Gittins I love this place. Caring,friendly and helpful, every time. Their loan center is not super slick,however this local office is great. Melissa seems to go above and beyond when ever I need help with something.

Kath zhao We really appreciate Karla Nguyen’ greatest and kindest service. Very professional and warm support for us for a new account opening. Definitely recommend her to everyone.