3 Best Financial Services in Seattle, WA

“Creative Money LLC serves as an independent, fee-only financial planning and financial advisory firm. They help clients schedule a no-obligation consultation call, during which one of their planners discusses logistics. Depending on the complexity of the case, 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 clients through the emotional rollercoaster of making tough decisions about their money. Their team consists of 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.”

Read more

“Brighton Jones is a wealth management firm that aligns your wealth, passions, and purpose so you can pursue your richer life. Their in-house experts collaborate across your balance sheet all of your assets and liabilities to build and implement a holistic plan. Brighton Jones calls it the Personal CFO approach to wealth management. They meet the highest standards of financial rigor for advisement, and then they go a step further. Their approach considers more than your wealth. It’s about helping you thrive. Brighton Jones portfolios are customized for each client, and their process is grounded in Nobel Prize-winning research in both traditional and behavioral finance.”

Read more

“Falcon Wealth Planning is a NAPFA-Registered Financial Firm and is a Certified Financial Planner™ Professional who helps clients across the country. Gabriel Shahin is the Principal and Founder of Falcon Wealth Planning. He has extensive experience in advanced tax planning, portfolio analysis, and investment management and has helped families and individuals reach their financial goals since 2003. Gabriel received his Bachelor of Science degree in Business from the WP Carey School of Business at Arizona State University and his Master’s degree from the University of Massachusetts. Falcon Wealth Planning is a Fee-Only investment advisory, which makes them a “True” Fiduciary because they are not selling products or paid by commission.”

Read more