Financial Advising near Mercer Island, WA
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25 locations found near Mercer Island
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7525 Southeast 24th Street Suite 560, Mercer Island WA 98040
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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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500 108th Ave NE Unit 1700, Bellevue WA 98004
“We've had a great experience working with Alterra! Zach and Jack have been outstanding partners, their knowledge and patience helped us build a long term financial strategy. The took time to understand our goals and values, then presented us with a plan and explained how each element of that plan reinforced the things that were important to us. They were patient in walking us through their different recommendations (sometimes more than once!), and we always felt like they were honest and straightforward about where risks or tradeoffs existed. We would strongly recommend Alterra to anyone looking for help navigating the complexities of planning a financial future!”
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10655 NE 4th St Suite 500, Bellevue WA 98004
“Working with Maddi Williams, Alex Krider, Tiffany Shafer, and the rest of the Avier onboarding team has been an absolute pleasure since we started in January. They gave us the perfect roadmap for retirement planning, savings targets, investing, and tax optimization. They are incredibly knowledgeable, completely low-pressure, and always open to our thoughts. We have now finished onboarding and feel fully set up for long-term success. I can't thank them or recommend them enough!”
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310 120th Ave NE suite a-205, Bellevue WA 98005
“Dave and his team, have always given me the time and financial leadership to help me make wise financial decisions. Helping me reduce risk and enhance my financial situation. Appreciate all you do for the community!”
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14900 Interurban Avenue South Suite 291, Tukwila WA 98168
“Clark & Associates has been preparing my income tax return for 10 years, and they also handled taxes for my father. I recommended them to a friend and she has been very happy with their service. I have only positive comments about them. No concerns whatsoever. They are consistently professional, pleasant and helpful. They are patient whenever I have a question, and they always get right back to me with any information I need. Randy is very knowledgeable and has assembled an excellent team. Leah is organized and keeps the office running smoothly — always with a smile and a positive attitude. When I submit my return to the IRS, I have great confidence that it has been done correctly.”
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10940 NE 33rd Pl #210, Bellevue WA 98004
“After a 42-year career in strategic planning, I did my homework and evaluated several wealth management firms before making a decision. I began working with Fulcrum two years prior to my retirement, and the experience exceeded my expectations. What stood out most was not just the sound financial advice and well-structured planning, but the genuine, no-pressure interest they showed in securing my financial future. Today, I can clearly see the positive results of that decision reflected in my account balances — and just as importantly, I’ve gained a trusted relationship along the way. Fulcrum has been an invaluable partner in helping me transition confidently into retirement.”
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1201 3rd Ave #2200, Seattle WA 98101
“we recently worked with sam kirby from the creative money team and i can easily say it’s one of the best things we could’ve done for our future. during our strategy session, she walked us through how our retirement will look and gave us really helpful action items that’ll help us reach our short term goals. she took the time to patiently explain any financial concepts and terms we did not understand. we’ve reached out to her a few times after our session with additional questions and sam has been super responsive and insightful. we feel better prepared to tackle our finances thanks to sam. we will (and have already!) recommended her and the creative money team to our friends!”
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40 Lake Bellevue Drive Suite 100, Bellevue WA 98005
“Thank you Catherine for doing such an exceptional job on my returns in the past few years. Huddleston should be very thankful to have an invaluable person like yourself. I will definitely use your services in the future without any hesitation.”
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707 South Grady Way Ste 350, Renton WA 98057
“My only complaint is there app is not easy to navigate. Information that should be available is not there, or just not easy to find. But notifications with transactions are very well done.”
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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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3535 Factoria Blvd SE Suite 425, Bellevue WA 98006
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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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10900 Northeast 4th Street Unit 2300, Bellevue WA 98004
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3500 1st Avenue Northwest, Seattle WA 98107
“Stephen is professional, knowledgeable, and economical. Everything you want in a tax preparer. And as someone else said, has a cool office suite overlooking the ship canal. Highly recommended.”
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155 NE 100th St Bldg B Ste 300, Seattle WA 98125
“Jimmy has been my financial advisor for over 15 years. He listens, takes whatever time you need, provides you options based on your individual needs and comfort level, and does his research to make sure you have all the details before you make a decision, without any pressure. He is able to explain your current and future financial status in a way you can understand. He stays in touch and updates you on your status as often or as little as you want. Over the years, as I gained grandchildren, retired and suffered the unexpected loss of my husband, Jimmy has been there, providing the time and other resources to get me through it all. He has set up college funds for the grandkids, helped me to find a probate attorney when I lost my husband, and helped me to continue down a positive and successful financial future. I totally trust him and have referred many of my friends and family to him, all who are extremely happy working with him. You can't ask for better.”
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Bellefield Office Park, 1621 114th Avenue Southeast Suite 205, Bellevue WA 98004
“I’ve been very impressed with the professionalism and responsiveness of the team — they consistently provide quick turnaround on questions and clear, well-explained guidance. Their convertible bond tax tool is particularly effective, offering excellent tax efficiency and practical insights. Highly recommend their services for anyone looking for knowledgeable and efficient accounting and tax support.”
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1215 4th Ave #935, Seattle WA 98101
“The Vinoble company is an excellent source for financial clarity, detailed attention to their customer service and experience, with great depth of knowledge of the field. Highly recommend their services.”
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304 Strander Blvd, Tukwila WA 98188
“OhMyGoodness! Blake Rossman and team - they are the absolute best and I have been recommending all my friends to him as well. Blake sat with my husband and I a few times and walked us through our retirement plans and assured us that we would be OK. I know Blake will tell you that the conversation was easy because my hubby and I did the saving through the years, that said, Blake took what we have been doing and masterfully put it into a sustainable plan that set us up for retirement in a way that we know life from here will be OK. Thank you Blake and team!”
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11747 NE 1st St Suite 101, Bellevue WA 98005
“John has been my Financial Advisor for over a decade and he is excellent. On top of bringing integrity and expertise to his work, John cares deeply about his clients. He listens to my concerns and goals then works with me look after my financial wellness.John takes the time to grow my understanding and knowledge of wealth management in a way that builds my trust in my decisions in this space as well as his. I have recommended John to many friends and will continue to do so.”
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2506 S Jackson St #101a, Seattle WA 98144
“Thank you so much for your help and make it for us so easy and very convenience and great customer service great job keep up and i wish they will do service with you credit card service it will be great ? thanks again Hassen Saleh”
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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.”
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10500 Northeast 8th Street Ste 100, Bellevue WA 98004
“Extremely pleased with Colton Dunc for his help in resolving an issue that was created by a system change which locked access to my account. Colton was friendly, courteous, and very professional. “Thank you, much appreciated!””
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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!”
