Financial Planners in Seattle

““

“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.“

“Badgley Phelps is a fantastic financial planning and wealth management firm. They are great listeners and advisors and very knowledgeable about market conditions, and the importance of building a diverse portfolio of winning investments that have provided excellent returns for us.“

“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“

“Received detailed and helpful explanation of the State Income Controlled Rent Housing Program from both Allie and Sarah which was invaluable since the Leasing Agent at the property told me it was a HUD program! They are both in the Multifamily Compliance Division there.“

“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.“