Edelman Financial Engines - Bellevue (WA)

Eve Henrichsen We dont recommend this firm. We used them for about 5 years for our retirement accounts as a young couple starting out and we kept getting passed off to different financial planners. I guess they werent too interested in smaller accounts. I feel like we got burned by them because A.They were on Dave Ramseys recommended provider list (the reason we chose them) and didnt stick to his qualifications and ideals and B. They took 5% of all the money we put in at the beginning and then years later, suddenly decided they were going to take another annual percentage on top of that if we wanted to continue to get any actual personal management on our accounts and financial consulting. So basically, wed pay twice for the investments we had already put in. Good deal for them, bad deal for us. The investments were fine, but the service and cost of products are why I am giving a low rating.

Smith Kevin (kc7eph) The Rockett family has been our go-to financial folks for two generations of our family, and three generations of theirs. Super helpful and communicative, thank you!

Paulyne Stayberg Excellent customer service

Matthew Knoll I had the pleasure of working with Jayden Patterson to set up my Roth RIA, and I couldn’t be more satisfied with the experience. From start to finish, Jayden was knowledgeable, patient, and incredibly helpful. He took the time to explain each step of the process in clear terms, making sure I fully understood my options and what would work best for my long-term goals. What stood out most was his attention to detail and willingness to answer every question, no matter how small. Financial planning can feel overwhelming, but Jayden made the experience smooth and stress-free. He was prompt in communication, thorough in his recommendations, and genuinely invested in helping me make informed decisions. Thanks to Jayden, I now feel much more confident about my financial future. I would highly recommend him to anyone looking for expert guidance on setting up a Roth RIA or navigating any part of their investment strategy.

Katie Fridell We had a good experience with Angie. There was great communication and attentive to details. Very pleasant to work with. Highly recommended