Find the Best 18 Finance services in Seattle, WA (Part 2)

Maria Garcia-Cabale Karalyn is a financial advisor who tailors her deep expertise to your financial goals. She leads with integrity and a thorough understanding of what you want to achieve. She is proactive, always willing to fine tune or pivot when life changes. Top notch.

JAW Ward is a very knowledgeable, detail oriented, and thorough financial advisor. He is flexible and easy to work with. He is responsive to questions and quickly gets the answers you need. Highly recommend!

Nick DeSantis Ive been with Brighton Jones for over 20 years. Never once have I second guessed my choice. My concerns and portfolio are handled with such care and transparency. I trust my team explicitly with my financial well-being. It has never been a "one plan fits all" approach...they listen and carefully tailor their plans and advice to what my specific goals and concerns are. I feel like they are always there 24/7 if I need them and could not be more comfortable with my choice.

Gillian Muessig Brilliant presentation on QSBS stock at Bernstein Global Wealth last week. I am always impressed with the depth of research coupked with wisdom that goes into a Bernstein event.

Becky Neff My husband and I have been working with Chad for years. Hes so knowledgable and patient. I would recommend Chad to anyone looking for financial services.

Bryan Jackson I had no clue where to start with savings and retirement but they explained everything without making me feel dumb. Took time to look at my full picture and made a plan that feels doable. Didn’t try to push products on me or rush anything. Very down to earth and honest vibe. Still early but I already feel more confident about my money. Would def recommend if youre lost like I was.

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.

Shane Brooks Great advisors!! Been here 20 years and trust and rely on their knowledge.

Jeremiah Keenan I have been investing in Mass Mutual since my teens. 19 in 1982... I have had different Representatives and I liked them all That being said: This Seattle office is top self well trained and they know their products, I really like dealing with this office,, they return calls and follow up, in a timely manner I am enjoying my retirement and Pete Sechler and his team make things easy and describe my options in easy to understand terms thanks J J Keenan Jerry

J Middleton Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Steph has this and more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.” – Kam Middleton CFP

MizzAugust “MizzAugust” If my Mother could see (but she has passed on) how shabbily they have treated me with the money she left me, she would grab it right away from them. They have taken an amendment in her will and changed it to meet their needs= keeping ALL the money, turned down my health needs, told me- MY MEDICAID COULD TAKE CARE OF ME, IHAVE BEEN OFFERED MORE MONTHLY MONEY, IN EXCHANGE FOR NEVER USING MY MONEY FOR MY HEALTH NEEDS, DO NOT EVER LEAVE YOUR MONEY FOR YOUR LOVED ONES, IN THE HANDS OF THIS BANK!! A COMPLETE & TOTAL HORROR SHOW, AMAZINGLY GREEDY. I AM HER ONLY CHILD.

mikel sam John Aronson, CFP is great! He actually cares about me and what I want, and I dont feel pushed to buy something that I dont want or need. He is genuine and authentic, and thats the kind of person I want on my team. Cant recommend John highly enough!

Jeff Capeloto I have been working with Anju for several years now and followed her to Chief Financial Partners as she is the only one I want working with me on my taxes as she does a fantastic job. Anju is very knowledgeable, totally understands her craft, is friendly and truly cares about you. I have moved from a more traditional return to a more complex one and Anju has taken the time to help me understand the changes and process. If you are looking for someone to do your taxes, Anju is the person you are looking for. Thank you, Anju, it has been and is a pleasure working with you...

Linda Eaves Covid impacts to my household finances had me seeking a professional, simple and legitimate debt management solution. Staff worked with me to figure out a plan to pay off my debts within 3 years at a monthly payment I was able to handle. It has given me peace of mind to delegate this task to someone else and allow AFS to help me meet my financial goals. They are a legitimate and wonderful company. Check them out.

Nancy Peterson I love working with Kimberly at Beacon Pointe Seattle. I feel like my investments are in very good hands. She understands my goals, provides useful updates, answers all my questions, and is incredibly personable - it’s a pleasure to connect with her at our quarterly meetings. I highly recommend Beacon Pointe and Kimberly in particular.

Ryann Prieser We are having Levi handle our daughter’s 529. As much as I am comfortable/even strangely excited about budgets, I knew I wasn’t very knowledgeable about investing. Levi has the heart of a teacher - I wanted to know why investing in a 529 was a good option, not just necessarily that I should. I love that he is quick to respond to any questions I have.

Stephanie My husband and I recently worked with Sam Kirby at Creative Money and couldnt be happier with our experience! Everyone at Creative Money seemed great (someone else worked with us in advance to make sure that we assembled all the documents/information Sam would need), but Sam was out-of-this-world awesome. It felt like she really "got" us--not just our financial situation, but our logistical limitations as two very busy working parents (probably because she is one herself!). She put together a plan for us that addressed all the things I was hoping for guidance on, and many things I hadnt even thought of, and she was fantastic at explaining the what and why of every recommendation. I feel like we are in fantastic shape to move forward with confidence, and its awesome to know that Sam is a resource to us for additional questions/issues for the next year. I couldnt be more pleased with our experience!

Rocky Lancaster I have done my own trading for years although I am by no means wealthy but middle class. I researched for over 6 months many investment firms. I was skeptical to hand over the investing to someone else. I spent time interviewing each before choosing. I narrowed it down to two. A large well known firm from New York and Merriman was the hands down winner. I have found them to be very personable and family oriented and they have done me well. Their system is a well rounded approach to all aspects of your life to make it better for you.