Financial Planners near Mountlake Terrace

“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.“

“Chris Dime is a wonderful help to my husband and I. He looks at the long term and every time we have a meeting with him we feel relieved, more confident in our finances and know what to do in the short and long term. He has been a blessing to our family and we feel lucky to have found him.“

“In 2015, we made the decision to partner with Terwedo Financial Services (TFS), and it has been a successful venture ever since. I use the term "partnership" because that is exactly what it is with TFS - a true partnership.We were in search of a financial advisor and were referred to TFS by a highly respected attorney. As small business owners, it was important for us to find an advisor who had our best interests at heart. We needed someone who could guide us in making smart decisions for our business and personal finances and help us plan for our future retirement. TFS provided us with a roadmap on how to navigate our finances and achieve our life goals. Being a business owner requires a unique strategy, and TFS understood that. Though they are experts in helping people grow their money and achieve long-term goals in any scenario, we specifically wanted someone who understood the challenges of owning a business.TFS also suggested a specialized accountant and tax strategist for small businesses, which was exactly what we needed. Our previous accountant fell short in meeting our requirements. Thanks to them, we now have an exceptional team of professionals who prioritize our goals above their own.Dale, Aaron, and Dessie have been instrumental in guiding us through various financial stages over the years. Their promptness in responding to emails and phone calls is unparalleled, and they are always available to address any queries we may have. Their expertise and direction have instilled confidence in us that we will be able to retire when we choose to. I highly recommend them for their outstanding services.“

“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 -“

“I highly recommend Olympic Investment Group. They have done an incredibly good job with my investments. Not only are they good at what they do, but they are so easy to work with and take great care with their clients.“

“My relationship with Inflection Wealth Management originated by meeting Noel Soderblom through some chamber of commerce events. Over time, I grew to respect their approach...one that required them to fully understand your approach, knowledge, and investing objectives. It took months (due to me) to get things started, but it was very apparent they are interested in long term relationships. Noel coordinated the completion of a living trust, and I will be transferring various self-administered investment accounts to them. The time spent creating the trust gave me the insight and trust required to consolidate things with them. I look forward to working with Noel and am comfortable with the collective knowledge and expertise Inflection Wealth Management brings to their clients.“

“We switched to Puget Sound Wealth Advisors several years ago, and have been more than satisfied with their handling of our investments. They are always accessible, easy to work with, responsive to our requests and queries, and ensure we understand their regular briefings on our status. We recommend them wholeheartedly.“

“Great people with great hearts who really help. We appreciate everything they have helped our family with over the years!“

“Tyler has a heart for service and worked hard to prepare my loan in time for closing. He was persistent and called me at least once a week to keep me informed. Tyler is also very knowledgeable and responded quickly and even outside of office hours in order to answer any questions or address any concerns that I had. He made the experience so convenient and it was a pleasure working with him!“

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