3 Best Financial Services in Seattle, WA

“Creative Money LLC offers personalized email support, guidance, and regular check-ins to help clients stay focused, stay on track, and effectively implement their financial plans. They help clients schedule a no-commitment consultation call, during which one of their planners discusses logistics. Depending on the case's complexity, they charge a flat fee for a 12-month package. They have a team of highly trained professionals with high ethical and professional standards. They support you through the emotional roller coaster of making tough decisions around your money. Their team comprises highly skilled professionals who uphold exemplary ethical and professional standards. They take pride in matching clients with the perfect financial advisor, ensuring a strong and suitable partnership.”

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“James Gilbert completed a Master of Science (M.S.) degree in HR Management and a Bachelor of Arts (B.A.) in human resources and earned the CFP® and AAMS® professional designations. His philosophy as an Edward Jones advisor is to understand what's most important to you, and the focus isn't simply on your finances. He also wants to understand your values, hopes, and dreams for the future. This is why his team follows an established process that allows them to discover what is unique about you so that their strategies are personalized to your needs. Their team prides itself on being an engaging resource to you and your family, partnering together while they navigate the many joys and challenges life offers while reaching your goals. Edward Jones is dedicated to crafting a personalized financial strategy tailored to your objectives. Reach out to them today to schedule an appointment and take the next step toward financial success.”

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“Merriman Wealth Management is led by Jeremy Burger, the Chief Executive Officer. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst®. He graduated from Seattle Pacific University with a degree in business administration and a minor in economics. He's also a member of both the CFA Institute and the CFA Society of Seattle. To assist clients in reaching their goals, he and his team provide a wide-ranging approach to managing wealth. This includes planning for investments, handling taxes, organizing estates, managing insurance, mitigating risks, facilitating charitable giving, and more. They are your financial support system with a plan to set you up for long-term success. By combining financial and life guidance, they're able to help you think beyond just money so you can realize there's so much more you can do. Merriman Wealth Management manages more than $36 billion in assets. Their wealth advisors are Certified Financial Planner™ professionals, and the firm has 54 employees across three offices in the Pacific Northwest. Their team of advisors will start and grow with you as you send your kids to the colleges of their choice, plan the trip on your bucket list, and ultimately come to enjoy retirement.”

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