Creative Money LLC serves as an independent, fee-only Financial Planning and Financial advisory firm based in Seattle. Their team consists of highly skilled professionals who uphold exemplary ethical and professional standards. They take pride in their ability to match clients with the perfect financial advisor, ensuring a strong and suitable partnership. Following discussions, they provide clients with a follow-up action plan email that outlines specific steps and advice discussed. Recognizing the emotional challenges associated with making difficult financial decisions, Creative Money LLC provides unwavering support to their clients throughout the process. They offer personalized email support, providing guidance and regular check-ins to help clients stay focused, stay on track, and effectively implement their financial plans.
3 Best Financial Services in Seattle, WA
Expert recommended Top 3 Financial Services in Seattle, Washington. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
CREATIVE MONEY LLC REVIEWS
My husband and I recently worked with Sam Kirby at Creative Money and couldn't be happier with our experience! Everyone at Creative Money seemed great (someone else worked with us in advance to make sure that we assembled all the documents/information Sam would need), but Sam was out-of-this-world awesome. It felt like she really "got" us--not just our financial situation, but our logistical limitations as two very busy working parents (probably because she is one herself!). She put together a plan for us that addressed all the things I was hoping for guidance on, and many things I hadn't even thought of, and she was fantastic at explaining the what and why of every recommendation. I feel like we are in fantastic shape to move forward with confidence, and it's awesome to know that Sam is a resource to us for additional questions/issues for the next year. I couldn't be more pleased with our experience!
We've worked with Sam from Creative Money twice now and wish we could give six stars! Great company, great staff. Sam was able to take a complicated, half-baked, pie-in-the-sky retirement plan and not only show us how it could work, but also distill it down to something we could easily understand. I've wholeheartedly recommended Creative Money to all my local friends. You can't go wrong with this amazing team.
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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James Gilbert is one of the best financial advisors at Edward Jones. He completed his Bachelor's and Master of Science at Lindenwood University. His team takes great pride in serving as a valuable resource to you and your family, working together to navigate the various opportunities and challenges that life presents, all while striving to achieve your goals. Operating under the name Edward Jones, an esteemed investment firm, they strongly believe in the significance of face-to-face conversations regarding your financial aspirations. With an extensive network of over 15,000 branch office locations across the United States and Canada, they are readily accessible to cater to your needs. Edward Jones is dedicated to crafting a personalized financial strategy tailored to your objectives. By collaborating with a trusted financial advisor, you can foster a lasting relationship and receive guidance to stay on course toward your long-term goals. Reach out to them today to schedule an appointment and take the next step toward financial success.
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JAMES GILBERT REVIEWS
Extremely knowledgeable, trustworthy, proactive, responsive, and dedicated to doing what's best for his clients. This is how I describe Jimmy (James) Gilbert as a financial advisor. I have been a client of Jimmy's for many years and recommend him to others without reservation. He takes time to understand my individual circumstances and works with me to ensure that I am on track to achieve my financial goals. He always ensures that I understand what we are discussing and backs all suggestions/advice up with evidence and opportunities for questions and clarification. As an educator I appreciate this approach. Jimmy and his team always respond in a timely and effective manner to my calls and emails. If you are looking for a financial advisor I recommend Jimmy (James) Gilbert without reservation.
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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Erickson Wealth & Tax Management, CPA, is a highly reputable financial services firm situated in Seattle. Their key objective is to enhance their clients' financial literacy and alleviate the complexities associated with their finances. They strive to simplify the investment process and develop a cohesive tax strategy, ensuring a streamlined experience for their clients. By forming strategic partnerships, their team of professionals works diligently to cater to their clients' needs, from the initial scoping of engagements to delivering comprehensive analyses and ongoing support. Erickson Wealth & Tax Management assists in optimizing retirement savings and investment strategies while effectively managing risks. Moreover, they aim to make tax-related matters as hassle-free as possible by utilizing efficient technology, offering IRS audit protection, and providing proactive planning throughout the year.
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ERICKSON WEALTH & TAX MANAGEMENT REVIEWS
I liked best that I didn't have to do extra work learning what you do to do my taxes the right way. I gather the info, send it to you and its done before I know it. If you want someone who knows the ins and outs of taxes and who stands behind you than Erickson Wealth and Tax management is the best. And yes, I will suggest you to my friends.
So easy and straightforward- even during quarantine. They quickly converted everything to phone appointments, seamlessly. Everyone I've dealt with there is on their game, and Daniel answered all of our many questions. Great place!
Curtis is a pleasure to work with and we never worry about tax related issues. Doing business with the Erickson team is very easy. They are very friendly. I had a great experience.
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