Jeffrey McIntosh QPFC® - Bellevue (WA)

5 /5 Sarah Ealey: If I could give Jeffrey 6 stars, I would. He is a phenomenal partner with whom to navigate our financial journey. He is knowledgeable, professional, and kind. He is a good listener. He is trustworthy. He models the very same financial strategies in his own life that he suggests for ours. I cannot recommend Jeffrey highly enough!

5 /5 Arvind Suryakumar: It was very enlightening working with Jeffrey. He was transparent, prompt and went out of his way to help me connect the dots with my financial steps. With major life events coming up, Jeffrey helped channel my focus into areas that really mattered to my personal situation. His plan of action was very thoughtful and gave me a sense of confidence that I will be setup for the long term.

5 /5 Dever Graham: Jeffreys approach to financial planning has worked so well for my family. I am very impressed with how he is able to develop a plan and tactics for finances that are easy to grasp. His scheduling and attentions to detail are great. I always appreciate how he circles back at the end of meetings and goes over what we discussed and reminds me of the plan moving forward.

5 /5 Savannah Suttle: 10/10, would recommend. In my line of work, I encounter a lot of financial planners but Jeffrey is the only one I’ll work with from here on out. His integrity is unmatched, and his way of reading a full situation is unparalleled. He has helped me so much. Friendly and super sharp, he takes your entire situation into account and game plans with you. Jeffrey creates thorough, comprehensive (and easily comprehensible) financial strategies that set you up for whatever goals you’re trying to accomplish, both short and long term.

5 /5 Kevin Zamira: Jeffrey is great to work with! I can not recommend him enough. I appreciate how detail oriented he is and how clearly he explains everything! He listens, is patient, and plans with me according to what I need and want. I feel fortunate to have him working with me on my familys future financial goals.