Here’s The Deal: Creative Money LLC is a fee-only financial planner in Seattle, Washington. The team at Creative Money LLC helps you get scheduled for a no-commitment consult call, and then one of their planners hops on the phone to go over logistics. Based on your case 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. They offer personalized email support, guidance, and regular check-ins to help clients stay focused, stay on track, and effectively implement their financial plans. 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.
3 Best Financial Services in Seattle, WA
Expert recommended Top 3 Financial Services in Seattle, Washington. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 CREATIVE MONEY LLC REVIEWS
Super great and smooth process, and the initial financial review with Sam was extremely thorough, answered all questions we had and pointed out several things we can do better with our finances we had on our radar. It was super helpful for us to find out where our budget is, and what this means for our long term financial situation. And, funny enough, we even later bought the very house Sam pointed out as an example for whats in our bugdet! Sometimes, things just are meant to be.
I can't say enough about Mindy and her team. They are professional, knowledgeable, and cater their advice to your particular situation. They watch and understand the market closely and provide sound advice through even the most chaotic economic times. Highly recommended.
Our meeting with Joann Nieciecki was excellent. She explained our overall financial health and personalized action items clearly, succinctly, and in as much detail as we needed. She provided the education and insight we need to move forward with our goals. Absolutely recommend this team.
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Here’s The Deal: James Gilbert is one of the best financial advisors at Edward Jones. He completed a Master of Science (M.S.) degree in HR Management and a Bachelor of Arts (B.A.) degree 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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TOP 3 JAMES GILBERT - EDWARD JONES REVIEWS
Jimmy Gilbert has worked with my parents, with me, and with my daughter for more than 15 years. His knowledge of the financial industry, his intelligence, and his manners are impeccable. Jimmy has the ability to communicate in a way that each of us, from my very investment-savvy father to my less-financially-experienced daughter, can understand. Jimmy earned our business with his knowledge, his consistent and fine-tuned advice, and his caring attitude. He's kept my family's business all these years with his integrity, and his investment advice has paid off over the years. My parents trusted him enough to refer me to him, and I trusted him enough to refer my daughter to him. I wouldn't hesitate to refer a friend or family member to him for savvy and sound financial services delivered with a true sense of caring about his client's long-term goals, tolerance for market fluctuations, and particular place in life. Jimmy has guided my family through my dad's best earning years, through my parents helping me with college, to me saving for my own daughter's college education; through my dad's retirement, through setting up my first IRA, to setting up my daughter's first ROTH. I know he'll still be around when I retire. Jimmy's had a consistent and meaningful supporting role in my family's life, and I'm so thankful for his patience, his stability, his dependability, and his steadfast advice. We have truly benefitted, financially and otherwise, from our relationship with Jimmy Gilbert and with Edward Jones.
Jimmy has been my financial advisor for over 15 years. He listens, takes whatever time you need, provides you options based on your individual needs and comfort level, and does his research to make sure you have all the details before you make a decision, without any pressure. He is able to explain your current and future financial status in a way you can understand. He stays in touch and updates you on your status as often or as little as you want. Over the years, as I gained grandchildren, retired and suffered the unexpected loss of my husband, Jimmy has been there, providing the time and other resources to get me through it all. He has set up college funds for the grandkids, helped me to find a probate attorney when I lost my husband, and helped me to continue down a positive and successful financial future. I totally trust him and have referred many of my friends and family to him, all who are extremely happy working with him. You can't ask for better.
Excellent experience with Mr. Gilbert. I have the greatest amount of respect for this man. Trustworthy character, a mastery of all things financial, and a genuinely great person. I will be recommending my family and family friends to Mr. Gilbert in the future.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Merriman Wealth Management is one of the leading financial planners and investment services in Seattle, Washington. Jeremy Burger is the Chief Executive Officer of the firm. He is also 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. 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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• Managing More Than $36 Billion in Assets
• Wealth Advisors are Certified Financial Plannertm Professionals
• 54 Employees in Three Offices Across the Pacific Northwest.
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TOP 3 MERRIMAN WEALTH MANAGEMENT REVIEWS
Merriman has been truly phenomenal to work with. From our very first meeting, where they matched us with our financial advisor, to every subsequent meeting with Sierra, we have been blown away at the level of attention and detail in their services. And, somehow, even in this crazy economy, they've managed to add value to our accounts even when the market is down. Highly recommend.
Scott Christensen is an experienced and highly skilled professional. I came upon a blog article and reached out to go deeper into the technical aspects of taxes, and Scott took the time to delve into complex tax topics and answer my questions. Highly recommend his services if someone is looking for financial planning and wealth management services.
Merriman is the place to be if you want your money invested wisely, and as if you invested it yourself. The team at Merriman is a world class team, and they are 100% service oriented toward their clients. They are all wonderful to work with.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.