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7:30AM - 4:30PM
12421 State Ave UNIT 101, Marysville
Investing
8AM - 4:30PM
4229 76th St NE Suite 102, Marysville
Investing
“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.”
“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.”
8AM - 4PM
3719 168th St NE, Arlington
Investing
9AM - 5PM
1905 Main St, Lake Stevens
Investing
“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.”
Investing
“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.”