Financial Planners near Kirkland

“John Buller is a very knowledgeable professional who understand the investment needs of his clients.“

“Amy and the team at Prevail Wealth are consummate professionals. They are extremely thoughtful, reliable, and nimble. We are continually impressed with their performance and diligent guidance -“

“High level advisor who continues to provide up to dated information on my portfolio and retirement plan. Excellent service“

“Amazing team. Can't say enough about the knowledge and peace of mind they give you.“

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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.“

“Scott was very helpful in planning our retirement. He showed us our current risk exposures and recommended products like an annuity to shield some of our assets from the unpredictability of the stock market. We highly recommend him at any stage of your life when you're thinking of your retirement planning. He was also quick and available to answer all our questions and we felt very comfortable with his proposal. Thanks, Scott.“

“Ana Morales is the sweetest. She goes above and beyond to help you. She is very respectful and professional.“

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

“Brian is always very knowledgeable and does a fantastic job of explaining investments. We are very happy with the way he and his company are helping to handle our retirement funds. We appreciate him very much. It has made a world of difference in our retirement. Would highly recommend Decker Retirement Planning, Inc. to everyone.“

“My husband and I have been with Pacific Financial Advisors for a number of years. They are easy to work with and they are concerned with your financial future. They have been helpful and flexible during the pandemic The crew is very personal..“

“Responsive and friendly staff, and a good place to park your portfolio and let them take care of your investment.“

“Felicia Fly is a rock star. If I could give her 10 stars I would. My wife and I work with her on our retirement investments. She went above and beyond to help us select the correct investment accounts. Very professional and personable. Thank you!“

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“非常专业的一家美国资产管理配置公司，是帮您打理在美国资产的首选公司。“

“The service is outstanding and the returns during a difficult market stands out among the rest! Thank you!“

“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“

“Clear, concise answers to all of our retirement questions. Jason is a wealth of knowledge and super easy to work with.“

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