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Page 5 of 21412 results
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Edward Jones

14524 Main St NE #203
Duvall, WA 98019 425-844-9769

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Edward Jones

19032 Jensen Way NE
Poulsbo, WA 98370 360-779-7894

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Always proactive, which is a really an important quality I find valuable. ... - Aug 02, 2026

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Edward Jones

215 Wilkes St #101
Steilacoom, WA 98388 253-523-3282

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Careful who you out your money with. The Steilacoom branch is tainted. - Jun 23, 2022

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Edward Jones

22201 Marine View Dr S #A
Des Moines, WA 98198 206-483-1927

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First Command

8820 59th Ave SW #200
Lakewood, WA 98499 253-584-7569

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We have used them for decades. Our investments are doing great and I feel confident... - Jul 21, 2022

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Greater Puget Sound Solutions

19401 40th Ave W #460
Lynnwood, WA 98036 425-774-9053

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JD Kaiser R & R Retirement Services

6023 Roosevelt Way NE
Seattle, WA 98115 206-362-0503

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Prior to visiting Jay Kaiser of R&R for retirement planning, we had never... - Sep 10, 2020

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Madrona Financial Services

2911 Bond St #200
Everett, WA 98201 425-212-3777

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The owner of the company seems to have lost focus on long term clients. - Sep 24, 2018

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Mainspring Wealth Advisors

2236 32nd Ave W #A
Seattle, WA 98199 206-556-3693

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Merrill Lynch Wealth Management

187 Parfitt Way SW #100
Bainbridge Island, WA 98110 206-855-4448

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David Holt and his team are great to have on your side. They are conscientious... - Feb 25, 2025

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Morgan Stanley Financial Advisors

2011 NW Myhre Rd #301
Silverdale, WA 98383 360-613-0212

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Twice in past year advisor "forgot" to transfer money to our account after... - Mar 23, 2018

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Morgan Stanley Financial Advisors

2727 Hollycroft St #330
Gig Harbor, WA 98335 253-858-4401

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MyICON

520 6th St S
Kirkland, WA 98033 425-562-4266

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Not trustworthy!!! - Jun 26, 2019

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North Financial

4103 Bridgeport Way W #C
University Place, WA 98466 253-460-3541

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Northwestern Mutual

601 Union St #2500
Seattle, WA 98101 206-623-8801

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Pacific Capital Resource Group

10900 NE 4th St #2413
Bellevue, WA 98004 425-658-0530

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Overall, I rate them good especially in dealing with my financial advisor Melissa,... - Sep 01, 2026

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Raymond James

15130 Main St #200
Mill Creek, WA 98012 425-357-0200

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We are very happy with Raymond James in Mill Creek. Everyone there is excellent. - Jan 27, 2018

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Raymond James

2928 Eastlake Ave E
Seattle, WA 98102 206-735-3905

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Super easy to work with, very responsive, really care about MY financial wellbeing. - Jun 15, 2024

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Retirement Solution

18300 Redmond Way #250
Redmond, WA 98052 425-558-3700

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Senior Financial Advisors

11911 NE 1st St #312
Bellevue, WA 98005 425-635-0600

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Have used this company for over 20 years. Very efficient and fees are very... - Nov 12, 2017

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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.