Financial Planners near Mountlake Terrace

“Scott was wonderful to work with. He was very good at explaining the products to me. I would use his service again.“

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

“Review for Chris Dime, Financial Advisor

Working with Chris Dime has been an exceptional experience. Chris is incredibly friendly, patient, and genuinely supportive, making the entire financial planning process feel clear and manageable. He takes the time to understand your goals, explain every option in a way that makes sense, and guide you with both expertise and kindness.

Chris’s professionalism is matched by his warm, approachable style. I never felt rushed or overwhelmed — instead, I felt informed, confident, and truly cared for throughout every step. It’s rare to find someone who combines deep financial knowledge with such a personable, down‑to‑earth approach, and I’m grateful to have found that in him.

If you’re looking for a financial advisor who is not only highly skilled but also sincerely invested in your success, Chris Dime is outstanding. I couldn’t recommend him more.“

“These guys are just the best! Always available to help, always available to share advice, always looking for ways to make your experience the best and take care of your personal finances. Highly recommend them!“

“First, the aesthetics are wonderful, a very cozy waiting room. Shawnee works really hard to make you feel comfortable and get you settled in.
And then the financial advice is outstanding, we have worked with these guys for 15 years through all phases of protecting us financially due to disability and now just strictly investments for retirement.“

“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.“

“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 -“

“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!“

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

“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.“

“Professional, trustworthy, intelligent, and competent! I highly recommend Schmidt Financial. The team is the best in their industry, especially Dominic Hubert. He has gone the extra mile to assist me in all my financial needs!“

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