Investing near Everett, WA

“Top notch guidance, superior experience, thorough, diligent and insightful financial guidance. The entire staff, including the ever supportive Office Coordinator, are exactly who one wants shepherding life events and their ensuing financial implications. Through times of Joy, and times of Sadness, there is no better team to trust with your financial matters.”

“I have had the privilege of working with Tammy Holten for many years, beginning in my 20s. Now in my 30s, I can confidently say that her expertise and strategic financial planning have put me on a strong path toward financial security and a well-prepared retirement.

From the start, she took the time to understand my financial goals, educating me on the importance of diversification and long-term growth. Thanks to her guidance, I now have a robust portfolio, including 403(b)s, Roth IRAs, and other investment vehicles tailored to my future retirement. Beyond retirement planning, she has also helped me establish a well-structured emergency fund and make smart investment choices in 529 college savings plans and custodial accounts for my children.

Her professionalism, proactive approach, and genuine commitment to my financial well-being have been invaluable. She doesn't just manage investments--she empowers her clients with knowledge and confidence in their financial decisions. I highly recommend her to anyone looking for a trusted advisor who can help them build and secure their financial future.”

“All I can say is Aaron Wolfe has helped me make great money. I feel lucky to have found him. He knows what he’s doing and compared to my other family members, my portfolio is “smoking”! I’ve worked with other financial planners, and the bottom line is, “I’m happy I found this guy.” My only regret is that I didn’t find him sooner! I heard about him from someone who focuses on the stock market and had nothing but high praises for Aaron.Do I want someone who can grow my money the best or someone who returns my call? Yah, I know, those return calls are important, but if I had to pick one or the other.......hmmm.......... I want the money!!!!Show me the money!!!!!!!!”

“Andy Smith has been an excellent resource for all of my financial advisor needs. He's smart and he's always very professional. We have a complicated situation and Andy has always taken the time to figure out what is best for my future and my family's financial well being. I would recommend Andy to any of my friends or other family members.”

“Rich Ball is knowledgeable, kind and takes his time to explain things clearly for people( like me) who are new to investing. That said, he has never steered us wrongHis assistant Lisa is simply the best... the office itself is really comfortable and they make you feel like family.... it's always a bit scary to put your money in someone else's hands but when you get the returns we have it gets much easier! Our retirement has never looked better!!”

“Greg and his assistant were amazing. I reached out to set up a meeting and Greg got in contact very quickly. His assistant then quickly set up a day for me to come in. When I got there on the day of, I was warmly greeted by his assistant and the new office was modern and stylish. Greg took an hour out of his day to talk about my specific financial goals. He was very relatable and kind and really cared about what I had to say about my financial future. I'm really happy I was able to meet with Greg and will recommend him to everyone.”

“Diana Jackson is truly amazing at her role. She and her staff are always on top of things and patient and willing to assist in educating us clients with the nuances we may not be acutely familiar with.”