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Page 5 of 6112 results
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Edward Jones

9176 Holman Rd NW #2
Seattle, WA 98117 206-706-0366

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Ellen J Webber

401 NE 92nd St
Seattle, WA 98115 206-696-1222

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Ellen has provided us with excellent service and advice (and reassurance)... - Oct 24, 2024

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Express Credit Union

1930 6th Ave S #104
Seattle, WA 98134 206-622-1850

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Garde Capital

1301 5th Ave #3030
Seattle, WA 98101 206-552-7900

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Gb Capital

2539 Perkins Ln W
Seattle, WA 98199 206-330-1369

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George R Pierce & Associates

1200 Westlake Ave N Ste 707
Seattle, WA 98109 206-281-7700

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Have been with them for 15+ years and very happy with their strategies... - May 25, 2023

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John Hancock Financial Network

1505 Westlake Ave N #300
Seattle, WA 98109 206-282-4462

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Kevin Johnson

225 Tacoma Ave S
Seattle, WA 98402 206-777-3460

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Lakeside Advisors

1115 E Denny Way
Seattle, WA 98122 206-285-1730

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Martin Nelson & Co

1500 Westlake Ave N #200
Seattle, WA 98109 206-668-6261

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My advisor is Robert Edwards, Jr. and he has been handling my investments since... - Jun 22, 2017

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Mckenzie Chase Management

2303 W Commodore Way #210
Seattle, WA 98199 206-547-8277

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Morgan Stanley Financial Advisors

601 Union St #2900
Seattle, WA 98101 206-464-4000

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One Oak Wealth Management

1200 Westlake Ave #1000
Seattle, WA 98109 206-582-0500

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I have had excellent advice and management of my investments for many years... - Aug 14, 2024

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Pacific Portfolio Consulting

601 Union St Ste 4343
Seattle, WA 98101 206-623-6641

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Dependably do what is needed to help clients reach their goals - Nov 03, 2025

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Paul E Guion

6737 9th Ave NW
Seattle, WA 98117 206-706-8092

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Superb tax preparer who also provides great advice! Best ever! - Sep 22, 2021

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Perkins Coie Trust

1201 3rd Ave #4900
Seattle, WA 98101 206-359-8382

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Piper Jaffray & Co

1420 5th Ave #1425
Seattle, WA 98101 206-254-7200

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Pradel Financial Group

1326 5th Ave #445
Seattle, WA 98101 206-776-2216

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I have recommended Paul Pradel and his staff for years as the best financial... - Jul 09, 2015

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Raymond James

1201 3rd Ave #5350
Seattle, WA 98101 206-602-2885

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RBC Capital Markets

1918 8th Ave #3600
Seattle, WA 98101 206-621-3035

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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.