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Axia Home Loans

3009 112th Ave NE #200
Bellevue, WA 98004 855-355-2942

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B3 Wealth Strategies

11245 SE 6th St Bldg B #120
Bellevue, WA 98004 425-974-1145

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We have used their services since their founding, and with the same advisor... - Nov 02, 2020

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Capital Planning

10900 NE 4th St #2300
Bellevue, WA 98004 425-643-1800

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Charles Schwab

11100 NE 8th St #250
Bellevue, WA 98004 425-709-7501

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Chase Bank

10550 NE 8th St
Bellevue, WA 98004 425-590-4242

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I primarily bank at the University District branch in Seattle, where Jack and... - May 04, 2020

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Dabyn Wealth Strategies

10500 NE 8th St #1600
Bellevue, WA 98004 206-956-6276

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Earl Financial

1 Lake Bellevue Dr #204
Bellevue, WA 98005 425-230-4242

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Mass Mutual Northwest

225 108th Ave NE Ste 450
Bellevue, WA 98004 425-945-1455

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It used to be MetLife, with whom I was very satisfied. So far I'm happy with... - Jun 22, 2017

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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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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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Ameriprise Financial

10655 NE 4th St #503
Bellevue, WA 98004 425-460-9025

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Bellevue Asset Management

11400 SE 8th St #270
Bellevue, WA 98004 425-289-1041

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Heritage Benefits

40 Lake Bellevue Dr #100
Bellevue, WA 98005 425-827-1417

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Correct spelling: Heritage Benefits. Interested in helping me grow my money... - Jan 29, 2018

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Hightower Bellevue

601 108th Ave NE #1510
Bellevue, WA 98004 425-289-4222

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Tara is excellent. Always available, and always very professional. She is... - Apr 12, 2019

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Klevens Capital Management

4040 Lake Washington Blvd NE #314
Kirkland, WA 98033 425-453-6353

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John and staff are always helpful, available, ready to answer your questions. - Jun 28, 2022

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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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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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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.