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Closed today
431 SW Ambaum Blvd SW, BurienClosed today
1201 3rd Ave #2200, Seattle“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!“
Closed today
450 Alaskan Way S, Seattle“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“
“Exceptional service and financial expertise. We highly recommend Mr. Stanton for your long term financial planning needs.“
Closed today
U.S. Bank Centre, 1420 5th Ave, Seattle“The service is outstanding and the returns during a difficult market stands out among the rest! Thank you!“
Closed today
925 4th Ave Suite 3600, Seattle“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“
“Great people, Rory is awesome , very helpful, he is down to earth and really smart.“
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“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.“