3 Best Financial Services in Seattle, WA

“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.”

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“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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“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.

UNIQUE FACTS:
• 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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