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Olson Investment Advisors

1715 114th Ave SE #200
Bellevue, WA 98004 206-839-4550

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Very trustworthy! My mother began using them in the late 1970’s. After I... - Nov 21, 2017

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Absolute Performance Verification

3213 W Wheeler St
Seattle, WA 98199 206-283-6760

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No raters have left a written comment.

Bank of America

401 NE Northgate Way #920
Seattle, WA 98125 206-358-1866

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Great people and very helpful advice - Jul 21, 2022

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C Brett Lewis

12535 15th Ave NE #212
Seattle, WA 98125 206-363-9999

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No raters have left a written comment.

Chase Bank

5511 22nd Ave NW
Seattle, WA 98107 206-461-2375

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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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Mainspring Wealth Advisors

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

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No raters have left a written comment.

Northwestern Mutual

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

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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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Sound View Advisors

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

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Stifel, Nicolaus & Company

601 Union St #4502
Seattle, WA 98101 206-654-3900

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Wealthspire Advisors

1700 Westlake Ave N #325
Seattle, WA 98109 206-729-1700

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Their address has changed. My advisor is Julie Back--she's superior in every... - Jul 15, 2015

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Wells Fargo Advisors

999 3rd Ave #3710
Seattle, WA 98104 206-587-5775

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Awesome advice, got my money straight and growing. - Jun 20, 2021

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American Financial Solutions

2400 3rd Ave
Seattle, WA 98121 206-374-8869

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No raters have left a written comment.

Ameritrust CDC

111 Main St #102
Edmonds, WA 98020 206-453-4815

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No raters have left a written comment.

Columbia Pacific Advisors

1910 Fairview Ave E #200
Seattle, WA 98102 206-728-9063

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No raters have left a written comment.

Dennis Clavin

16300 Christensen Rd #205
Seattle, WA 98188 206-241-6521

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E K Riley Investments

1420 5th Ave #3300
Seattle, WA 98101 206-832-1520

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Edward Jones

14300 Greenwood Ave N #C
Seattle, WA 98133 206-361-4657

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Jonathon is the best!! - Feb 06, 2018

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Edward Jones

3615 NE 45th St
Seattle, WA 98105 206-524-6994

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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.