Financial Planners near Burien

“Can I give 10 stars? Amazing staff. Very professional & Janice is the real deal. She cares and works so hard for her clients and the local community.“

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“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!“

“Pacific Portfolio Trust Company listens, and explains things in a way I understand, and helps me make decisions I feel good about. I can appreciate the fact that they’ve been named to Barron’s Top 100 Independent Advisors several times as well.“

“We’ve been really pleased with the always prompt response and believing in their integrity“

“Badgley Phelps is a fantastic financial planning and wealth management firm. They are great listeners and advisors and very knowledgeable about market conditions, and the importance of building a diverse portfolio of winning investments that have provided excellent returns for us.“

“Exceptional service and financial expertise. We highly recommend Mr. Stanton for your long term financial planning needs.“

“As an income tax accountant, I highly recommend Tyler Linsten as a fiduciary for financial planning and asset management. He specializes regularly in tech-related stock compensation planning for people at Amazon, Microsoft, Google, & startups. I trust his experience with client RSU, ISO, & ESPP diversifying. I frequently refer clients to him for his honesty, experience, fair pricing, and exceptional work ethic. Our collaboration on mutual clients consistently produces positive results, benefiting our mutual clients greatly. He is not held to sell only a certain brokerage brand of investments as he is independent and has a full range of options for my clients. Also, his monthly newsletters with his dry brand of humor are actually pretty funny in the non-humorous world of investing. You should check him out.“

“Great people, Rory is awesome , very helpful, he is down to earth and really smart.“

“Would like to thank Marianne Li for helping me navigate the nuances of self-managed vs. robo-advised vs. actively managed accounts for my assets. There are a lot of considerations and she was able to thoroughly explain and provide the resources needed for me to make an informed decision.Ask for Marianne when you are there“

“Jordan Graham is the best! He offered the best Tax efficiency and business account advise for our newer SEO Kirkland agency we created at no monthly charges. At first we were skeptical that we were going to have to pay a lot but Jordan only gets paid when we profit.“

“I am one of the lenders for Washington State Housing Finance Commission, they are truly wonderful people and the programs they offer have helped thousands of home buyers who, otherwise, would still be renters.“