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Robinswood Financial

3425 Carillon Pt
Kirkland, WA 98033 425-296-1611

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With some reservations. - Apr 30, 2021

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UBS Financial Services

925 4th Ave #2000
Seattle, WA 98104 206-628-8511

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Unless your rich you won’t get adequate service and attention - Jul 28, 2022

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Wells Fargo Advisors

1201 3rd Ave #3500
Seattle, WA 98101 206-587-5775

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They're doing extremely wonderful job also they have amazing costumer... - Sep 05, 2023

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Ameriprise Financial

11400 SE 8th St #445
Bellevue, WA 98004 425-709-0780

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Team approach with primary advisor tapping into a wealth of resources and experiences... - Feb 25, 2023

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Ameriprise Financial

929 108th Ave NE #1200
Bellevue, WA 98004 425-201-0719

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We feel confident with the direction we get from our Financial Advisor in these... - Jan 26, 2019

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Boone Wealth Advisors

777 108th Ave NE #2230
Bellevue, WA 98004 425-462-6406

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Easy to work with, available for questions, very good returns. - May 06, 2022

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Edward Jones

2135 Sheridan Rd #E
Bremerton, WA 98310 360-373-6939

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Pleasant, dependable service. I don't always agree with their recommendations,... - Nov 27, 2021

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Edward Jones

3312 Rosedale St NW #202
Gig Harbor, WA 98335 253-853-7988

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Brent Tayet one of the best advisors we have used in that past 50 years. He... - Aug 02, 2023

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Morgan Stanley Financial Advisors

500 108th Ave NE #1900
Bellevue, WA 98004 425-453-5800

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Perhaps better at managing their own income vs my own assets. - Aug 30, 2023

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Raymond James

11747 NE 1st St #202
Bellevue, WA 98005 425-451-9502

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Andrew and Thomas have been taking very good care of our 401(k) accounts... - Jun 24, 2022

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RBC Wealth Management

401 Union St #3600
Seattle, WA 98101 206-621-3200

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Mark Bailey’s group in Seattle has protected our investments and grown... - Feb 18, 2021

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SPG Advisors

11411 NE 124th St #255
Kirkland, WA 98034 425-821-9442

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We've been very happy with South Planning Group. They have been very responsive... - Sep 27, 2018

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Wayfinding Financial

19020 33rd Ave W #390
Lynnwood, WA 98036 425-361-0707

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They were formerly called Wells Fargo Advisors. I highly recommend their service. - Aug 12, 2020

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Wells Fargo Advisors

1145 Broadway
Tacoma, WA 98402 253-272-7700

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While my broker is in Seal Beach, CA, the company has products and services... - May 07, 2019

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AMG Financial

14400 Bel-Red Rd
Bellevue, WA 98007 206-340-0537

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No raters have left a written comment.

Ben Cain & Associates

21214 82nd Pl W
Edmonds, WA 98026 425 774 8924

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Love these people. Extremely honest. Have used over 15 years. - Jun 27, 2019

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Bristlecone Advisors

10900 NE 4th St
Seattle, WA 98004 206-664-2500

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Outstanding team. Completely client focused. Forward thinking. Highly recommended. - Jan 26, 2022

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Edelman Financial Engines

20700 44th Ave W #240
Lynnwood, WA 98036 888-752-6742

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Been utilizing this service for 15+ years. Before and during retirement.... - Apr 20, 2020

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Edward Jones

6900 E Green Lake Way N #K
Seattle, WA 98125 206-527-0919

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Superb Advisor Harald Kohl - Jan 23, 2021

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Juetten Personal Financial

14205 SE 36th St #100
Bellevue, WA 98006 425-373-9393

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I trust Steve Juetten for his integrity, humor and reliability. He holds himself... - Apr 09, 2020

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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.