Robinswood Financial
Investing,
Financial AdvisingHours:
3425 Carillon Point, Kirkland WA 98033 Hours
About Robinswood Financial
Robinswood Financial LLC, known as the "Craftsmen of Personal Finance," is a registered investment advisory firm dedicated to helping clients achieve their financial dreams through personalized planning. The firm emphasizes understanding individual clients' financial situations and goals, ensuring they feel respected and heard. Clients have expressed gratitude for the attentive and knowledgeable team, particularly highlighting the expertise of advisors like Bob MacRae and Ed Ward. They appreciate the patience shown in addressing questions and the comprehensive guidance provided for both personal and family financial planning. Many long-term clients commend Robinswood Financial for its conservative investment strategies that have yielded positive results, especially during retirement transitions. The firm's commitment to exceptional service is evident, as they go the extra mile to accommodate client needs, including meeting them at convenient locations. Overall, clients feel confident and supported in their financial journeys, often recommending Robinswood Financial to friends and family for their trustworthy and effective financial planning services.
Most Recent Reviews
January 2026
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!
December 2025
Colleen Bracy's planning and support give me peace of mind in my retirement. Priceless!
July 2025
Colleen Bracy brings patience, optimism, and perspective to her role as a financial advisor. In my experience, she listens closely, then gives suggestions free from pressure to follow her recommendations. Colleen works cooperatively—something I value and appreciate in her.
More Comments(15)
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