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Fidelity Investments

10500 NE 8th St #100
Bellevue, WA 98004 800-344-1783

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Payal Saraf and team have been very helpful so far with their financial advice. - Feb 20, 2024

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Vanguard

455 Devon Park #D
Wayne, PA 19087 800-284-7245

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App hard to use - Sep 05, 2023

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Charles Schwab

508 Union St
Seattle, WA 98101 206-287-3812

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Our usual guys. We're very pleased with them. - May 14, 2024

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Fidelity Investments

1518 6th Ave
Seattle, WA 98101 206-625-0832

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Individualized recommendations taking into market fluculations. - Jun 24, 2022

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Merrill Lynch Wealth Management

10400 NE 4th St
Bellevue, WA 98004 800-876-0503

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I've been with them for years! - Oct 22, 2023

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Merriman Capital Management

920 5th Ave #2720
Seattle, WA 98104 206-285-8877

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I highly recommend Merriman. Very high level of integrity and sound investment... - Sep 07, 2017

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Fidelity Investments

304 Strander Blvd
Tukwila, WA 98188 206-242-0041

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They have provided knowledge, availability and guidance like we never had before.... - Nov 21, 2023

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McIlrath & Eck

3325 Smokey Point Dr #201
Arlington, WA 98223 360-657-8600

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We've worked with Jake for a few years now and always been impressed - Dec 02, 2021

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Paul R Ried Financial Group

10801 Main St #201
Bellevue, WA 98004 425-646-6777

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Good advice but too expensive ... 1.5% of your investments. Is their advice... - Nov 22, 2014

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TIAA-CREF

1102 A St #317
Tacoma, WA 98402 866-928-4221

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They do an excellent job. - May 18, 2020

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Merrill Lynch Wealth Management

401 Union St
Seattle, WA 98101 206-464-3500

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Shannon B. Smith 206-464-4378 - Feb 13, 2024

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UBS Financial Services

225 108th Ave NE #800
Bellevue, WA 98004 425-451-2300

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Brenda Berg at UBS Financial is absolutely excellent. We've entrusted our finances... - Jul 05, 2016

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Ameriprise Financial

101 Elliott Ave W #510
Seattle, WA 98119 206-219-5254

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Have been a client of Deanna Wong for over 20 years. My comfortable retirement... - May 15, 2023

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Wells Fargo Advisors

777 108th Ave NE #2500
Bellevue, WA 98004 425-462-7017

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Agree that Mary Kay is a jewel. She has done great by us, even in the economic... - Apr 13, 2023

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BECU

12770 Gateway Dr
Tukwila, WA 98168 800-233-2328

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Has been my bank for all my life and I am extremely happy with their service. - Aug 04, 2023

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Equitable Advisors

10500 NE 8th St #1600
Bellevue, WA 98004 206-728-2400

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No raters have left a written comment.

Fidelity Investments

18825 33rd Ave W #200
Lynnwood, WA 98036 800-501-9964

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great interest rates on cash reserves - Sep 05, 2023

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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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Ben Heeb & Associates

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

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No raters have left a written comment.

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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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.