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.“

“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.“

“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 -“

“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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