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Edward Jones

1410 Lake Tapps Pkwy SE #H-102
Auburn, WA 98092 253-833-8681

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Shawn has helped us in our retirement. He is very honest and up front. He always... - Feb 13, 2019

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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

6720 E Side Dr NE #1
Tacoma, WA 98422 253-942-8586

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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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Merrill Lynch Wealth Management

1201 Pacific Ave #1800
Tacoma, WA 98402 253-593-8881

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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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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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Vestory

2821 Northup Way #150
Bellevue, WA 98004 800-386-3004

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Claiming that they are fiduciaries and basing fees under Asset Under Management... - Sep 21, 2021

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ACU Financial Services

6310 Mt Tacoma Dr SW
Lakewood, WA 98499 253-912-3299

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Ameriprise Financial

2702 S 42nd St #204
Tacoma, WA 98409 253-472-8200

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Ameriprise Financial

4055 Lake Washington Blvd NE #200
Kirkland, WA 98033 425-869-7100

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Absolutely the best people and the best performance - Jun 13, 2021

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Bailey Wealth Services

1604 Hewitt Ave #704
Everett, WA 98201 425-252-4032

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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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Brighton Jones

2030 1st Ave Fl 3
Seattle, WA 98121 206-258-5000

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Excellent investment philosophy. Highly responsive. - Feb 24, 2019

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D A Davidson

701 5th Ave #4050
Seattle, WA 98104 206-389-8000

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My Financial Planner has been extremely attentive especially through Covid... - Jun 27, 2021

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Edelman Financial Engines

500 108th Ave NE #1840
Bellevue, WA 98004 833-752-6333

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Don Norris from Financial Engines has been our advisor for many years. We trust... - Nov 01, 2018

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Edward Jones

5244 50th Ave NE
Seattle, WA 98105 206-527-2494

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No raters have left a written comment.

EP Wealth Advisors

1301 5th Ave #1350
Seattle, WA 98101 206-759-8115

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Conlon Dart has recently been acquired by another firm. Time will tell if... - Aug 21, 2019

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First Command Financial Planning

10049 Kitsap Mall Blvd NW #289
Silverdale, WA 98383 360-692-0277

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They don't really do anything that someone can't do for themselves. - Jul 21, 2022

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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.