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Page 3 of 464 results
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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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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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Raymond James

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

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No raters have left a written comment.

TIAA-CREF

929 108th Ave NE #720
Bellevue, WA 98004 877-842-2028

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TrueWealth Financial Partners

915 118th Ave SE #140
Bellevue, WA 98005 253-973-4277

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Glenn Rossman and his staff provide excellent service, personalized to what... - Oct 25, 2025

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Wells Fargo Advisors

205 108th Ave NE #6
Bellevue, WA 98004 425-450-8041

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No raters have left a written comment.

Alterra Advisors

508 108th Ave NE #1700
Bellevue, WA 98004 425-749-3300

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No raters have left a written comment.

Ameriprise Financial

11201 SE 8th St #170
Bellevue, WA 98004 425-678-3095

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Love the Vucrest group!! - May 07, 2020

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Ameriprise Financial

301 116th Ave SE #500
Bellevue, WA 98004 425-457-7073

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No raters have left a written comment.

Cetera Advisors

626 120th Ave NE #102
Bellevue, WA 98005 425-453-2343

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No raters have left a written comment.

Clara Hollin

826 6th St S #201
Kirkland, WA 98033 425-646-8800

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No raters have left a written comment.

Crossroads Capital Management

400 112th Ave NE #135
Bellevue, WA 98004 425-453-4600

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They are an amazing group and very professional. - May 12, 2020

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Edward Jones

1130 106th Ave NE
Bellevue, WA 98004 425-709-6942

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No raters have left a written comment.

Edward Jones

15600 NE 8th St #B-7
Bellevue, WA 98008 425-746-0373

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Edward Jones

4122 Factoria Blvd SE #404
Bellevue, WA 98006 425-644-6290

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No raters have left a written comment.

Emerald Advisors

3055 112th Ave NE #206
Bellevue, WA 98004 425-458-3853

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No raters have left a written comment.

Evergreen Gavekal

1412 112th Ave NE #100
Bellevue, WA 98004 425-467-4600

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Now called Evergreen GaveKal. Has managed our money real well the last 5-1/2... - Sep 22, 2017

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Integrity Financial

2821 Northup Way #120
Bellevue, WA 98004 800-794-4015

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Last year made over 10% on investments. Thank you team! - May 04, 2020

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Kristen E Gulbran

10885 NE 4th St #1400
Bellevue, WA 98004 425-462-4893

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Excellent for New York Life. Provides excellent investment advice. - May 04, 2020

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Morgan Stanley Financial Advisors

4000 Carillon Point #600
Kirkland, WA 98033 425-455-8000

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No raters have left a written comment.

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.