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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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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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Thrivent Financial

19524 Ballinger Way NE
Shoreline, WA 98155 425-629-3977

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No raters have left a written comment.

Auxano Advisors

10900 NE 4th St #1950
Kirkland, WA 98033 425-889-1261

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I find the fees somewhat on the high side for this firm. Perhaps other clients... - Aug 11, 2015

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Edward Jones

13520 100th Ave NE #70
Kirkland, WA 98034 425-823-3163

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Great working with Loren. - Nov 03, 2017

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Edward Jones

14314 124th Ave NE
Kirkland, WA 98034 425-821-9639

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No raters have left a written comment.

RBC Wealth Management

3760 Carillon Point
Kirkland, WA 98033 425-803-2530

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No raters have left a written comment.

Altaras Financial Group

720 Market St #H
Kirkland, WA 98033 425-242-1163

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No raters have left a written comment.

Com Investments

2300 Carillon Point
Kirkland, WA 98033 425-828-8000

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No raters have left a written comment.

Decker Retirement Planning

10900 NE 4th St #2300
Bellevue, WA 98004 425-598-7000

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No raters have left a written comment.

Edward Jones

9710 NE 119th Way
Kirkland, WA 98034 425-821-0285

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No raters have left a written comment.

Helium Advisors

1910 120th Pl SE #201
Everett, WA 98208 425-214-1533

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No raters have left a written comment.

Kirkland Financial Advisers

1524 Market St #100
Kirkland, WA 98033 425-820-4384

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Tim has been very helpful as I've dealt with things following my husband's... - Sep 17, 2013

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Robin Tan/LPL Financial

PO Box 39
Kirkland, WA 98033 425-739-9389

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No raters have left a written comment.

Sandy Voit

11415 NE 128th St #100
Kirkland, WA 98034 206-890-1174

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No raters have left a written comment.

Soundmark Wealth Management

11400 98th Ave NE #301
Kirkland, WA 98033 425-820-1769

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No raters have left a written comment.

Take Stock

11726 NE 41st St
Kirkland, WA 98033 425-896-0445

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No raters have left a written comment.

Weiss & Associates

733 7th Ave #114
Kirkland, WA 98033 425-827-3031

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He has done our taxes for our business several years with all of the professionalism... - Dec 05, 2013

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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.