3 Best Financial Services in Seattle, WA

NORTHWESTERN MUTUAL

601 Union Street, Suite 2500, Seattle, WA 98101

Life Insurance, Disability Insurance, Emergency Fund, Long-Term Care Planning, Credit Card Debt, Student Loans, Saving for College, Insurance and Investment Recommendations, Estate Considerations & Retirement Income Strategy

Has Been Helping Families and Businesses Achieve Financial Security - Over 6,400 Financial Advisors and Professionals Nationwide

pugetsound.nm.com

(206) 623-8801

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I wanted some help with my financial planning, and I was seeking an advisor with credentials that were backed by a strong institution. After vetting multiple places, I landed on Northwestern Mutual. I found an advisor who was a CPA, CFP and MBA. I am very happy with the service and attention I have received.

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Most people have great intentions when it comes to planning their financial future, yet I think everyone can agree that we are all so busy with their daily lives, that planning gets put on hold. These guys understand that and help.

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RBC WEALTH MANAGEMENT

1918 8th Avenue, Suite 3600, Seattle, WA 98101

Cash and Credit Solutions, Trust Services, Insurance Solutions, Investments and Research, Retirement Income Planning & Funding Education

Serves Individuals and Families, Retirees, Business Owners, Corporations & Institutions

david.moskovitz@rbc.com

us.rbcwealthmanagement.com/web/s...

(415) 445-8422

(206) 621-3200

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Chris Rasmussen and his team are great. I have worked with Chris for over five years now. He does a great job and has a unique ability to make the wealth management process easy to understand and fun. I recommend Chris to all of my family and closest friends. He does a great job and I look forward to working with him for many years to come. I would highly recommend him to anyone looking for a great financial advisor.

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Garth Connor is honest and very knowledgable on retirement planning - I highly recommend him!

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EDWARD JONES - JUSTIN P SCHUESSLER

6041 California Avenue SouthWest, Suite 103, Seattle, WA 98136

Wealth Management, Retirement and College Savings, Stocks, Bonds and Mutual Funds, Insurance, Annuities, Cash and Credit, Paying for Education, Business Credit Cards, Estate Planning, Investment, Tax Planning, Long-term Disability Insurance, Life Insurance, Annuities, Long-Term Care Insurance & Brokerage Account

Provides Stocks, Bonds, Mutual Funds, CDs, Advisory Services, Trust Services, Mortgages & Borrowing Solutions

justin.schuessler@edwardjones.com

edwardjones.com/financial-adviso...

(206) 937-5577

(206) 536-2404

By Appointment

Very helpful and insightful on investments that are properly suited for my needs. I feel very comfortable with him managing my investments. He also makes sure that my retirement goals are laid out and set up.

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I have been working with Justin for some time now and I'm always impressed at his professional attitude and ability to answer my questions. I highly praise Justin to anyone looking for investment planning.

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The Best Financial Services in Seattle

Handpicked Top 3 Financial Services in Seattle, Washington. Our 50-Point Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!

NORTHWESTERN MUTUAL

RBC WEALTH MANAGEMENT

EDWARD JONES - JUSTIN P SCHUESSLER