Edmonds, WA Financial Planner

We switched to Puget Sound Wealth Advisors several years ago, and have been more than satisfied with their handling of our investments. They are always accessible, easy t ... more

Jeff is helpful, responsive and has made managing our money a non-stressful experience. Highly recommend!

Our account was just handed to this office without our consent because our advisor left abruptly at his firm at another Ameriprise location. Whole ordeal from start to fi ... more

Do not invest with Pat Thorpe unless you have money to lose. She will say to you that you do not have enough money invested for her spend her time to monitor your account ... more

Very professional I trust them 100%

Daniel is a knowledgeable and caring financial advisor and portfolio manager. He's been extremely generous with his time and advice and helped me make important decisions ... more

I first became acquainted with Dale and his team when I accompanied my father to his quarterly review meetings after my mother passed. I was impressed by the team's exper ... more

My wife and I have been clients of Ben Cain & Associates for nearly 10 years. Our investments in their recommended funds have performed well over the years. Ben is a wond ... more

good personal service and pleasant atmosphere. The agent I worked with was very helpful and was able to resolve my issue effectively.

With the tax season in front of us, many people are seeking out a new accountant. I did just that 2 years ago and thought I had made a solid choice with the small firm Mc ... more