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Page 9 of 24462 results
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LPL Financial

701 5th Ave #4200
Seattle, WA 98104 206-501-3033

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MarsJewett Financial Group

11235 SE 6th St #110
Bellevue, WA 98004 425-289-5000

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Been invested with them 17 years. They have guided us thru downturns and upturns... - Mar 24, 2022

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May & Co

214 130th Ave NE
Bellevue, WA 98005 425-454-8399

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Mr. May got us through the 2018 recession with a minimal drop in portfolio... - May 01, 2021

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Mercer Advisors

10655 NE 4th St #810
Bellevue, WA 98004 888-642-4636

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Josh DeForest is an outstanding advisor - honest, intelligent, responsive.... - Oct 17, 2024

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Mercier Financial Group

190 W Dayton St
Edmonds, WA 98020 425-774-1767

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Excellent service. Recommend very highly! - Nov 09, 2017

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Merrill Lynch Wealth Management

111 Market St NE #300
Olympia, WA 98501 360-560-3960

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Lance Williams is a great advisor - Jun 04, 2021

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Morgan Stanley Financial Advisors

2200 Rimland Dr #105
Bellingham, WA 98226 360-734-8500

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Oppenheimer & Co

500 108th Ave NE #2100
Bellevue, WA 98004 425-709-0400

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Pacific Capital Resource Group

10900 NE 8th St #1550
Bellevue, WA 98004 425-641-8788

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I cannot comment on how expensive their commissions are compared to other firms.... - Mar 18, 2020

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Pacific Crest Financial Advisors

601 Union St #4200
Seattle, WA 98101 206-428-6012

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Great service, always communicate with me, are a fiduciary company. They have... - Apr 10, 2019

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Petricic & Phillips Financial Group

11201 SE 8th St #105
Bellevue, WA 98004 425-504-8200

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Very pleased. Tom Phillips is our financial advisor. Knowledgeable, professional,... - Sep 18, 2021

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Prentice Financial Planning

2407 Pacific Ave SE #A
Olympia, WA 98501 360-754-0490

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Primerica Financial Service

929 E Main Ave #330
Puyallup, WA 98372 253-952-4466

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I had questions regarding accessing retirement accounts from previous employers.... - Jul 22, 2022

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Prism Financial Planning

18708 SE 45th St
Issaquah, WA 98027 425-641-5717

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Amy Goan of Prism has advised us several times over the past 5 years, first... - Feb 16, 2024

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Raymond James

310 120th Ave NE #200
Bellevue, WA 98005 425-451-8508

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RBC Wealth Management

3760 Carillon Point
Kirkland, WA 98033 425-803-2530

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Seaway Financial

15224 Main St #200
Mill Creek, WA 98012 425-745-4997

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Sound View Advisors

1000 2nd Ave #3550
Seattle, WA 98104 206-682-7713

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Stadium Wealth Management

1102 Broadway #300
Tacoma, WA 98402 253-474-9555

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Swagerty & Gardner Financial Group

22232 17th Ave SE #205
Bothell, WA 98021 425-483-7351

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I have been using him for 20 years. - Jan 22, 2016

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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.