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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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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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Snider Financial Group

12505 Bel-Red Rd
Bellevue, WA 98005 425-453-7080

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We are pleased with the work they do for us and we are making good money. - Oct 18, 2024

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AMG Financial

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

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Ben Heeb & Associates

13004 72nd Ave E
Puyallup, WA 98373 253-535-5530

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Edelman Financial Engines

20700 44th Ave W #500
Lynnwood, WA 98036 833-752-6333

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We have used Edelman's for over 15 years. As a retired couple we feel... - Nov 03, 2024

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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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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

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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Arrivity Financial Planning

1200 Westlake Ave N #508
Seattle, WA 98109 206-217-2583

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One of the few financial advisers that takes a flat fee, instead of a percentage... - Mar 08, 2024

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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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Simply above and beyond. Personal care and great financial results. Could... - Oct 19, 2024

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Main Street Wealth Advisors

33801 1st Way S #271
Federal Way, WA 98003 253-944-1047

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Morgan Stanley Financial Advisors

601 Union St #2900
Seattle, WA 98101 206-464-4126

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Todd Bonine has donean excellent job for us over tghe last 25+ years. - Jan 23, 2019

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Spear Investments

PO Box 15714
Seattle, WA 98115 206-526-8517

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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

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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Bank of America

10400 NE 4th St
Bellevue, WA 98004 425-467-9701

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D A Davidson

10400 NE 4th St #400
Bellevue, WA 98004 425-467-2200

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Mike Bell and Ali Fialho have been our greatest asset in our transition to... - Oct 29, 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.