Financial Planners near Renton

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“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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“They offer very personal investment advice based on your wishes and needs. They make sure that they understand you and they LISTEN to you.“

“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.“

“Ross and his professional team have helped me prepare to reach my retirement goals without any undue pressure. They have patiently worked with me and have steered me to a path that will allow me to have financial independence in the coming years. They are always very responsive and provide me with excellent and relevant information, both directly and via their blog.“

“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.“

“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!“

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

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

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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。“

“Brian Decker is at the top of his game, and makes investing with him easy and very profitable!“

“Jordan Graham is the best! He offered the best Tax efficiency and business account advise for our newer SEO Kirkland agency we created at no monthly charges. At first we were skeptical that we were going to have to pay a lot but Jordan only gets paid when we profit.“

“As an income tax accountant, I highly recommend Tyler Linsten as a fiduciary for financial planning and asset management. He specializes regularly in tech-related stock compensation planning for people at Amazon, Microsoft, Google, & startups. I trust his experience with client RSU, ISO, & ESPP diversifying. I frequently refer clients to him for his honesty, experience, fair pricing, and exceptional work ethic. Our collaboration on mutual clients consistently produces positive results, benefiting our mutual clients greatly. He is not held to sell only a certain brokerage brand of investments as he is independent and has a full range of options for my clients. Also, his monthly newsletters with his dry brand of humor are actually pretty funny in the non-humorous world of investing. You should check him out.“

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

“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.“

“Exceptional service and financial expertise. We highly recommend Mr. Stanton for your long term financial planning needs.“

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

“I am one of the lenders for Washington State Housing Finance Commission, they are truly wonderful people and the programs they offer have helped thousands of home buyers who, otherwise, would still be renters.“

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