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Page 6 of 25492 results
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Freestone Capital Management

1918 Eighth Ave #3400
Seattle, WA 98101 206-398-1100

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We sleep far better each night knowing these people are skilled and knowledgable... - Apr 29, 2020

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Gevers Wealth Management

5825 221st Pl SE #102
Issaquah, WA 98027 425-902-4840

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I'm a small investor but Mr. Gevers affords me full service at a reasonable... - Sep 01, 2015

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Greater Puget Sound Solutions

19401 40th Ave W #460
Lynnwood, WA 98036 425-774-9053

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No raters have left a written comment.

JD Kaiser/R & R Retirement Services

6023 Roosevelt Way NE
Seattle, WA 98115 206-362-0503

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Prior to visiting Jay Kaiser of R&R for retirement planning, we had never... - Sep 10, 2020

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Madrona Financial Services

2911 Bond St #200
Everett, WA 98201 425-212-3777

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The owner of the company seems to have lost focus on long term clients. - Sep 24, 2018

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Mainspring Wealth Advisors

2236 32nd Ave W #A
Seattle, WA 98199 206-556-3693

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No raters have left a written comment.

Mass Mutual Northwest

225 108th Ave NE Ste 450
Bellevue, WA 98004 425-945-1455

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It used to be MetLife, with whom I was very satisfied. So far I'm happy with... - Jun 22, 2017

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May & Co

214 130th Ave NE
Bellevue, WA 98005 425-454-8399

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Mr. May got us through the 2018 recession with a minimal drop in portfolio... - May 01, 2021

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Mercier Financial Group

190 W Dayton St
Edmonds, WA 98020 425-774-1767

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Excellent service. Recommend very highly! - Nov 09, 2017

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Merrill Lynch Wealth Management

187 Parfitt Way SW #100
Bainbridge Isle, WA 98110 206-855-4448

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David Holt and his team are great to have on your side. They are conscientious... - Feb 25, 2025

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Morgan Stanley Financial Advisors

2011 NW Myhre Rd #301
Silverdale, WA 98383 360-613-0212

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Twice in past year advisor "forgot" to transfer money to our account after... - Mar 23, 2018

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MyICON

520 6th St S
Kirkland, WA 98033 425-562-4266

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Not trustworthy!!! - Jun 26, 2019

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New York Life

16407 64th St E
Sumner, WA 98390 253-381-0675

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No raters have left a written comment.

Northwestern Mutual

601 Union St #2500
Seattle, WA 98101 206-623-8801

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No raters have left a written comment.

Raymond James

15130 Main St #200
Mill Creek, WA 98012 425-357-0200

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We are very happy with Raymond James in Mill Creek. Everyone there is excellent. - Jan 27, 2018

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Raymond James

2928 Eastlake Ave E
Seattle, WA 98102 206-735-3905

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Super easy to work with, very responsive, really care about MY financial wellbeing. - Jun 15, 2024

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Senior Financial Advisors

11911 NE 1st St #312
Bellevue, WA 98005 425-635-0600

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Have used this company for over 20 years. Very efficient and fees are very... - Nov 12, 2017

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Stifel, Nicolaus & Company

601 Union St #4502
Seattle, WA 98101 206-654-3900

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No raters have left a written comment.

Terwedo Financial Services

100 2nd Ave S #300
Edmonds, WA 98020 425-776-0446

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Name recently changed to TFS Advisors - May 18, 2022

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The Retirement Solution

18300 Redmond Way #250
Redmond, WA 98052 425-558-3700

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.