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Fidelity Investments

18825 33rd Ave W #200
Lynnwood, WA 98036 800-501-9964

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great interest rates on cash reserves - Sep 05, 2023

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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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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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Wealth Management Northwest

19221 36th Ave W
Lynnwood, WA 98036 800-296-9010

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Chris provides very clear and knowledgeable advice on investment vehicles that... - Jul 11, 2022

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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.

Charles Schwab

19020 33rd Ave W #100
Lynnwood, WA 98036 425-672-3880

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They keep up with me nicely and answer all my questions promptly - May 24, 2020

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Edward Jones

16108 Ash Way #112
Lynnwood, WA 98087 425-743-2317

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No raters have left a written comment.

Edward Jones

19707 44th Ave W #105
Lynnwood, WA 98036 425-775-2761

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Our financial advisor, Adam Pickrell, interviewed us on several occasions while... - Apr 29, 2021

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Gary Wallace

16825 48th Ave W #135
Lynnwood, WA 98037 425-412-3995

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No raters have left a written comment.

Harsin Wealth Management

7231 196th St SW #B
Lynnwood, WA 98036 425-774-9477

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Been with this company about 12 years. Do a great job and listen to what you... - Jul 18, 2017

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Onemain Financial

19230 Alderwood Mall Pkwy #130
Lynnwood, WA 98036 425-775-4957

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No raters have left a written comment.

Peter Harvey

4211 Alderwood Mall Blvd #205-A
Lynnwood, WA 98036 425-800-5622

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Peter has been my advisor for several years. He has done an outstanding job. - Feb 13, 2024

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Sparks Financial Service

19105 36th Ave W #208
Lynnwood, WA 98036 425-977-2727

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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.