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Allworth Financial

9706 4th Ave NE #315
Seattle, WA 09115 206-438-4017

Ratings

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Consumer Ratings for Allworth Financial — 1 Ratings

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Percent of customers who rated service "superior" for:
Giving helpful advice
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Doing work properly
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Consumer Comments for Allworth Financial

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Consumer from Seattle, WA
Jun 14, 2021
Recommended
This financial planner offers commission-based or fee-only advisory services. I chose the fee-only option because I self-manage my investments based on my own plans and preferences. The company assigned me a financial advisor who reviewed my assets, income, expenses and future plans, and provided a comprehensive analysis of my likely financial future wealth and income over the rest of my expected life, based on 4 different scenarios that I chose, to reflect different directions I might take in my life. The advisor gave me specific advice on how to reduce my expenses and improve my future income. I took some of the advice and found it helpful and effective. I recommend this company to anybody who is interested in and can afford a fee-based fiduciary rather than some other type of financial advisor, from free robs-advisors to portfolio managers or wealth advisors. I feel I got good value for the information and assistance received.

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