Financial Advising in Kirkland, WA
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6 locations found near Kirkland
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11411 NE 124th St #255, Kirkland WA 98034
“The initial seminar I went to was very helpful. I have since met with Dmitri both in person and Zoom. He has been very responsive, able to answer my questions and help me make the best choice for my situation. I would recommend him to anyone facing the confusing world of Social Security and Medicare.”
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3425 Carillon Point, Kirkland WA 98033
“Colleen Bracy is extraordinarily smart, insightful, and kind and I've been thrilled by what's she's done w/ my portfolio. Working w/ money can be so stressful BUT Colleen alleviates your stress and answers all of your questions, thoroughly and w/out judgement. The best of the best!”
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13131 Northeast 85th Street Ste 103, Kirkland WA 98033
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1014 Market Street, Kirkland WA 98033
“I've had a fantastic experience with Wealth Management, especially due to the expert advice provided by Mrs. Fariba Ronnasi. The company offers sound financial consultations tailored to my risk tolerance, which has been incredibly beneficial. Communicating with this excellent company has always left me reassured because of their reliability and the accurate guidance they provide on investment risks and benefits. With their help, I've been able to make informed decisions about the best solutions for my financial needs. Over the years, their team has consistently demonstrated a keen foresight in market trends and financial matters, proving their expertise time and again. I am truly grateful for their support and the peace of mind it brings.”
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9710 Northeast 119th Way, Kirkland WA 98034
“Loren is extremely knowledgeable & talented. He is the hardest working, most compassionate, and genuinely the best financial advisor my wife & I have ever worked with. We found Loren through a referral when we moved into town post Covid. He wasn't excepting new business at the time but he squeezed us in, and by no means does it feel that way. Loren takes his time when speaking with us, as well as always doing his own due diligence prior to our meeting. I look forward to many more happy years of business!”
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10827 Northeast 68th St B, Kirkland WA 98033
“All my dealings with every member of Omega Financial have been excellent. Responsive, professional, knowledgeable. I highly recommend them for both insurance coverage and finance management.”
