Seattle Financial Advisors

in Seattle, WA

Financial Advising Reviews in Seattle

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has been my financial planner since early 2008 when I was looking for a fee-only planner. My first pick of a CFP had too many clients and he pointed me to
. I hired
to determine when I could retire, and how to arrange my investments to meet that goal. He provided a financial plan with explicit advice regarding what stocks/funds to sell and which to buy, taking into account taxable vs non-taxable. The plan was delivered in the form of a binder with many charts of projections of investment gains, income, expenses, and details regarding what to do when (pre and post retirement).
favors Vanguard funds because of no load and low cost, but will include existing investments into the plan when instructed. The advice includes what mix of stock vs bonds, domestic vs international, and large/small/risk profiles. He gives his advice, then it is up to you if you want to implement it or not. I took most of his advice, and ended up saving many thousands of dollars in the 2008 melt-down. Since then I have gone back every 8 months or so for help in re-balancing or re-running the retirement model. The initial work of a complete financial plan cost roughly 1% of my overall holdings. My most recent visit was for re-balancing and re-running of the retirement model and that cost $850. He provides a not-to-exceed estimate in advance of any work he does. I am extremely satisfied with his work, and intent to continue to use his services as long as he is available.
- Jonica K.
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We met with
twice - once to discuss our financial objectives and goals and then again to review his recommendations. We couldn't have been happier with our experience. He was extremely helpful and professional and walked us through each step of our financial plan, answering all questions along the way. We felt very comfortable working with him and will confidently enact his recommendations. We look forward to working with him again in the future as our goals change.
- AMBER C.

Seattle Financial Advising Articles

Financial Advising reviews in Seattle

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He met with me for approximately 90 minutes to review my financial history, goals, and expectations. This initial meeting was free of charge. He then provided me with an estimate for his services, and outlined expectations. We met again about 4 weeks later to review his recommendations. He addressed my concerns regarding saving plans versus repayment of debt (I am still paying off significant student loans), as well as security issues such as life insurance. I also had recently inherited several investments, and he helped guide me through this. At the end, he gave me a full written summary of his recommendations, and a step-by-step guide on the mechanics of setting up these recommendations. He was very low-pressure, which I appreciated, and as he is not affiliated with a bank or brokerage, he does not pressure you to buy a particular product. He works solely as an adviser, not a manager, so you will still have to do paperwork yourself, but, he was very clear in explaining how to navigate this, which made it less intimidating to me. Because he does not manage money, he charges by the hour, not by the percentage. This meant a greater initial payment, but over time I anticipate this will actually save me money (as I will still be paying a set hourly rate, even when my portfolio grows). Much of his advise was common sense advise; however, for someone like me who dislikes dealing with financial matters, the process of sitting down and reviewing everything was worth the price. He also advised a yearly consultation, which he estimate would take 1-2 hours of billable time.
- John M.
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Seattle Financial Planners Provider Name Locked
is a very solid advisor who has been able to grow our money and not loose it, like all of the other ones. He will give you really good advice if you need it, and he will tell you when you are about to loose your money before it even happens. We really enjoy working with him! I think he is the best around!
- Matthew G.
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Absolutely excellent, unbiased advice.
Seattle Financial Planners Provider Name Locked
is a "fee only" financial planner meaning that he charges his clients by the hour for his expertise. **He is not associated with any financial services company and does not get a commission, kick back or other compensation for guiding you to particular investments.** Planners who work for a bank or financial firm will steer you toward investments that company sells, but
Seattle Financial Planners Provider Name Locked
is a fiduciary (meaning he is required by law to work in your best interests), so he will pick the best investments he is aware of regardless of the company that offers them. He can help you with the "big picture" or provide specific advise on particular questions. Visit his website if you want to learn more about what he does, how he does it, etc.
- ANTHONY G.
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These guys are great. Highly recommended. They are fast, efficient, thorough, accurate and very easy to talk to if you have any questions. They worked well for my trading, and should work for others.
- JON M.
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Seattle Financial Planners Provider Name Locked
did a complete review of all finances, made a summary and gave us her recommendations on how to make our money last longer than our lives. She did a stellar job of pulling everything together and explaining what we need to do. I have never received a more useful service. She was very patient with out questions. I can't recommend the
Seattle Financial Planners Provider Name Locked
company and
Seattle Financial Planners Provider Name Locked
in particular more highly.


- KATHERINE K.
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All Financial Planners in Seattle, WA

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

A D S

Airway Heights, WA

A G EDWARDS & SONS INC

315 5TH AVE S
Edmonds, WA

A G EDWARDS & SONS INC

2205 CARILLON PT
Kirkland, WA

A G EDWARDS & SONS INC

520 PIKE ST
Seattle, WA

A G EDWARDS & SONS INC

2809 COLBY AVE
Everett, WA

A G EDWARDS & SONS INC

1145 BROADWAY
Tacoma, WA

A Top Bail Bonds Puyallup

780 S Meridian
Puyallup, WA

AAA Bail Services Renton

134 Rainier Ave
Renton, WA

ABACUS FINANCIAL CORP

11250 KIRKLAND WAY
Kirkland, WA

ABBA ACCOUNTING MORTGAGE BNKNG

10603 4TH AVE W
Everett, WA

Accounting Resource USA

9757 NE Juanita Dr
Kirkland, WA

Aging Options/ Johnson & Nagaich

31919 Sixth Ave S
Federal Way,, WA

AGP Wealth Management

126 Wells Ave S.
Renton, WA

AIG FINANCIAL ADVISORS

3209 COLBY AVE
Everett, WA

AIG FINANCIAL ADVISORS

1919 N PEARL ST
Tacoma, WA

AIG ROYAL ALLIANCE

127 PARFITT WAY SW
Bainbridge Island, WA

All About Simplifying

Lake Forest Park, WA

Allegiant Group Inc

189 W Clarkston Rd Ste 1
Lake Orion, MI

Alpine Mortgage Planning

12550 SE 93rd Ave
Clackamas, OR

AMERICAN GENERAL FINANCE

101 SW 41ST ST., STE C
Renton, WA
Seattle Zip Codes

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