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February 2025 by George Rathman
We have had several financial advisors over the past 30 years. Our relationship with Brighton Jones began in 2009 and, after the first year, we transferred all of our investments to them. The big difference in them is that they have provided a comprehensive approach to our financial planning. They have given us terrific advice regarding investments (stocks, bonds and exclusive BJ products) and assistance with buying and selling several homes, including mortgage and insurance referrals. We also like that they have three independent arms which we have continuously used-investments, taxes and estate planning.
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March 2023 by Tom Duckett
Honest, reliable and responsive wealth management company.
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January 2023 by Julie Bashford
I highly recommend Brighton Jones. My team is responsive and reliable, and provide individualized service. I greatly appreciate their integration of financial planning services with tax advisory and estate planning services. No complaints!