Seattle, WA Financial Consultant

( 3 Reviews )
Edward Jones - Financial Advisor: Pamela G Malcolm Logo

Edward Jones - Financial Advisor: Pamela G Malcolm

Financial Consultant

2710 Westlake Ave N Seattle, Washington 98109
Mary L Remmem

We have been with Geoff Meno at Edward Jones at Fisherman's Terminal Seattle for several years. I wouldn't change even though we now live in Alabama. Best decision we eve ... more

( 2 Reviews )
Edward Jones - Financial Advisor: Duane J Covey Logo

Edward Jones - Financial Advisor: Duane J Covey

Financial Consultant

5001 25th Avenue NE, Suite 101E Seattle, Washington 98105
Ingrid Falip

Duane is a soft-spoken, all-knowing investment Yoda. Highly recommended, he is incredibly knowledgeable.

( 1 Reviews )
Edward Jones - Financial Advisor: Don Lagerquist Logo

Edward Jones - Financial Advisor: Don Lagerquist

Financial Consultant

200 Roy Street, Suite 101 A Seattle, Washington 98109
Logan Thomas

Answered all of my questions and helped me get set up with an account that I wanted!

( 3 Reviews )
Edward Jones - Financial Advisor: Justin P Schuessler, CFP Logo

Edward Jones - Financial Advisor: Justin P Schuessler, CFP

Financial Consultant

6041 California Ave SW, Suite 103 Seattle, Washington 98136
Stacey Haley

We have been working with Justin for almost 10 years with our portfolio. Not only is he always professional, but very personable. He helped us through the recession and a ... more

( 1 Reviews )
Edward Jones - Financial Advisor: Sarah L Cecil, CFP|CRPS Logo

Edward Jones - Financial Advisor: Sarah L Cecil, CFP|CRPS

Financial Consultant

5025 California Ave SW, Ste 106 Seattle, Washington 98136
Goodarz J. Dehkordi

Very knowledgeable and friendly staff, Sara herself is a great person and she gave me best solutions for my financial and gave me overview of financial plans. Totally rec ... more

( 3 Reviews )
Edward Jones - Financial Advisor: Matthew Charbonneau Logo

Edward Jones - Financial Advisor: Matthew Charbonneau

Financial Consultant

3320 West McGraw Street, Suite 2 Seattle, Washington 98199
Lillian Wolfe

Matthew is wonderful to work with; a consummate professional who also creates an approachable atmosphere around the investments conversation. Time and time again, Matthew ... more

( 5 Reviews )
Edward Jones - Financial Advisor: Tiffany L Gough Logo

Edward Jones - Financial Advisor: Tiffany L Gough

Financial Consultant

11321 Pinehurst Way NE Seattle, Washington 98125
Cathy Harrison

Experienced, joyful and she is making me money! I've been working with Tiffany for years. As a single mom, she gave me hope and a PLAN regarding retirement! I can't reco ... more

( 1 Reviews )
Edward Jones - Financial Advisor: Erik B Severson Logo

Edward Jones - Financial Advisor: Erik B Severson

Financial Consultant

5660 24th Ave NW Seattle, Washington 98107
Rachel Sutton

Positive: Professionalism, Responsiveness

( 1 Reviews )
Edward Jones - Financial Advisor: David R Rice Logo

Edward Jones - Financial Advisor: David R Rice

Financial Consultant

150 Nickerson St, Suite 102 Seattle, Washington 98109
Jordie Neth

David has always been helpful and full of knowledge in helping me understand my savings methods

( 1 Reviews )
Edward Jones - Financial Advisor: Marianne Hepper Logo

Edward Jones - Financial Advisor: Marianne Hepper

Financial Consultant

2100 Westlake Ave N, Suite 107 Seattle, Washington 98109
Rachel Sutton

Positive: Professionalism, Responsiveness

( 1 Reviews )
Edward Jones - Financial Advisor: April M Connell Logo

Edward Jones - Financial Advisor: April M Connell

Financial Consultant

4427 Wallingford Ave North Seattle, Washington 98103
Dave Swenson

April met with me last night and was a delight to work with. She came up with a strategy that speaks to her years of experience. She made herself available after normal w ... more

( 3 Reviews )
Edward Jones - Financial Advisor: Winston L Felix Logo

Edward Jones - Financial Advisor: Winston L Felix

Financial Consultant

11007 35th Ave. NE Seattle, Washington 98125
Julia E.

Ingrid is an amazing financial advisor. She really takes the time to listen to me and was able to provide me with real, useful advice. I highly recommend that you see her ... more

( 1 Reviews )
Edward Jones - Financial Advisor: Tim Swanson, CFP Logo

Edward Jones - Financial Advisor: Tim Swanson, CFP

Financial Consultant

6806 Greenwood Ave N, Suite 300 Seattle, Washington 98103
Sarah Renee

This office is full of good-natured individuals. Easy and insightful to talk with. Highly recommend!

( 3 Reviews )
Edward Jones - Financial Advisor: Allen M Murray, CFP|AAMS Logo

Edward Jones - Financial Advisor: Allen M Murray, CFP|AAMS

Financial Consultant

2304 24th Avenue E Seattle, Washington 98112
Jeanne Cavenaugh

Allen is fantastic at what he does! He has helped me make the most of my retirement plans and college fund. He takes the time to get to know his clients to better underst ... more

( 4 Reviews )
Allstate Personal Financial Representative: Johnny Lo Logo

Allstate Personal Financial Representative: Johnny Lo

Financial Consultant

11613 Rainier Ave S Seattle, Washington 98178
Emily Valencia

Johnny doesn’t respond for months. The entire office seems clueless. Total joke.

( 1 Reviews )
Edward Jones - Financial Advisor: Tom Lyon Logo

Edward Jones - Financial Advisor: Tom Lyon

Financial Consultant, Finance Broker, Investment Service

4054 California Ave SW Seattle, Washington 98116
Megan Clarke

I have been so impressed with the experts at Edward Jones - Financial Advisor: Tom Lyon. As a small business person, and the rest of the staff have proven extremely knowl ... more

( 3 Reviews )
Seattle, WA Branch Office - UBS Financial Services Inc. Logo

Seattle, WA Branch Office - UBS Financial Services Inc.

Financial Consultant

925 4th Avenue, 31st and 32nd Floors Seattle, Washington 98104
Sean

You know thank I am so lucky I met Brad Weiner he has been the best. He tried to find out my financial goals and targeted our investements on that. More long term but he ... more

( 2 Reviews )
Edward Jones - Financial Advisor: Andrew G Muller Logo

Edward Jones - Financial Advisor: Andrew G Muller

Financial Consultant

5000 30th Ave NE, Suite 104 Seattle, Washington 98105
Whitney C.

Chad is great, he is insightful, patient and very wise. We have been working with Chad and his wonderful office manager Dawn for several years. Their service is amazing, ... more

( 4 Reviews )
Edward Jones - Financial Advisor: Nariman Nadirli Logo

Edward Jones - Financial Advisor: Nariman Nadirli

Financial Consultant

13540 Lake City Way NE, Suite 100 Seattle, Washington 98125
Carrie Getz

I enjoy working with Aaron Yoon and his assistant Danielle. They make me feel like a highly valued client and it is evident that my best interests are their priority. Aar ... more

( 125 Reviews )
GPL Tax & Accounting Logo

GPL Tax & Accounting

Tax Preparation Service, Accounting Firm, Bookkeeping Service

200 1st Ave W # 200 Kirkland, Washington 98119
Niv Elhasid

0 stars

( 1 Reviews )
Edward Jones - Financial Advisor: Chris J Lalande Logo

Edward Jones - Financial Advisor: Chris J Lalande

Financial Consultant

14400 Ambaum Blvd SW, Suite D Seattle, Washington 98166
UC3 NAT1ON

Very nice place

( 3 Reviews )
Edward Jones - Financial Advisor: Geoff Meno, CFP|CEPA|AAMS Logo

Edward Jones - Financial Advisor: Geoff Meno, CFP|CEPA|AAMS

Financial Consultant

2100 Westlake Ave N, Suite 107 Seattle, Washington 98109
Mary L Remmem

We have been with Geoff Meno at Edward Jones at Fisherman's Terminal Seattle for several years. I wouldn't change even though we now live in Alabama. Best decision we eve ... more

( 3 Reviews )
Edward Jones - Financial Advisor: Paula D Fedirchuk, CFP|CIMA Logo

Edward Jones - Financial Advisor: Paula D Fedirchuk, CFP|CIMA

Financial Consultant

5452 Leary Avenue NW, Suite 2 Seattle, Washington 98107
Gloria T.

We were very new investors several years ago and we went to Paula. We didn't have a large amount but to us it was quite large. Paula treated us like we were investing ... more

( 1 Reviews )
Edward Jones - Financial Advisor: Harald Kohl, AAMS|CRPC Logo

Edward Jones - Financial Advisor: Harald Kohl, AAMS|CRPC

Financial Consultant

339 NE Thornton Place Seattle, Washington 98125
( 2 Reviews )
Edward Jones - Financial Advisor: Danielle Burton, AAMS Logo

Edward Jones - Financial Advisor: Danielle Burton, AAMS

Financial Consultant

7504 35th Ave NE Seattle, Washington 98115
Keena Bean

Danielle gives excellent financial advice and guidance and is always available for a long discussion or an impromptu chat. She knows her stuff and works with integrity. H ... more

( 3 Reviews )
Edward Jones - Financial Advisor: Jasen Biro-Suvanapraphai, CFP|ABFP|AAMS|CRPC Logo

Edward Jones - Financial Advisor: Jasen Biro-Suvanapraphai, CFP|ABFP|AAMS|CRPC

Financial Consultant

6900 E Green Lake Way N, Suite K Seattle, Washington 98115
Helen Lowe

Both Jasen & Vicky are amazing, they go out of their way for me, every time, very helpful and help me make good decisions. if your considering retiring, please call them ... more

( 4 Reviews )
Edward Jones - Financial Advisor: James Gilbert, CFP|ABFP|AAMS Logo

Edward Jones - Financial Advisor: James Gilbert, CFP|ABFP|AAMS

Financial Consultant

5101 25th Ave NE, Suite 7 Seattle, Washington 98105
Maxwell Tang

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 ... more

( 1 Reviews )
Edward Jones - Financial Advisor: Reed Terry Logo

Edward Jones - Financial Advisor: Reed Terry

Financial Consultant

3304 East Spring St Seattle, Washington 98122
Dee Cunningham

Reed is knowledgeable and informed, but also a great listener. I highly recommend his services.

( 1 Reviews )
Edward Jones - Financial Advisor: Jonathon R Johns, CFP Logo

Edward Jones - Financial Advisor: Jonathon R Johns, CFP

Financial Consultant

14300 Greenwood Ave N, Suite C Seattle, Washington 98133
Clyde Hill

Mr. Johns is very detail-oriented, but he is personable and easy to talk to. He's helping me get the most for my money while being in socially responsible investments.

( 4 Reviews )
Edward Jones - Financial Advisor: Aaron Yoon, AAMS|CRPC|CRPS Logo

Edward Jones - Financial Advisor: Aaron Yoon, AAMS|CRPC|CRPS

Financial Consultant

13540 Lake City Way NE, Suite 100 Seattle, Washington 98125
Kris Sanchez

Aaron and Danielle are the best! I have been working with them for about 7 years now. I have never met a financial advisor like Aaron. He will always follow up and fol ... more

( 3 Reviews )
Edward Jones - Financial Advisor: Ryan B Clay, CFP Logo

Edward Jones - Financial Advisor: Ryan B Clay, CFP

Financial Consultant

5600 Kirkwood Place N, Ste B Seattle, Washington 98103
Shari Clay

Ryan has been our financial adviser for several years. We commend him for the careful attention he has provided to help us plan for retirement. He is the best financial ... more

( 2 Reviews )
Edward Jones - Financial Advisor: Marko Tubic, AAMS Logo

Edward Jones - Financial Advisor: Marko Tubic, AAMS

Financial Consultant

150 Nickerson St, Ste 202 Seattle, Washington 98109
Amanda M.

Marko Tubic has been taking care of me for years now. He and office manager Sue run this Edward Jones office like a small, neighborhood business. Even through the recessi ... more

( 1 Reviews )
The Nelson Group - UBS Financial Services Inc. Logo

The Nelson Group - UBS Financial Services Inc.

Financial Consultant

925 Fourth Avenue, 31st and 32nd Floors Seattle, Washington 98104
( 3 Reviews )
Edward Jones - Financial Advisor: Eric Appesland Logo

Edward Jones - Financial Advisor: Eric Appesland

Financial Consultant

2100 Westlake Ave N, Suite 107 Seattle, Washington 98109
Mary L Remmem

We have been with Geoff Meno at Edward Jones at Fisherman's Terminal Seattle for several years. I wouldn't change even though we now live in Alabama. Best decision we eve ... more

( 2 Reviews )
NOW CFO Logo

NOW CFO

Financial Consultant, Auditor, Business Management Consultant

800 5th Ave #4100 Seattle, WA 98104
( 1 Reviews )
Edward Jones - Financial Advisor: Matthew Hamner, CFP|ChFC|AAMS Logo

Edward Jones - Financial Advisor: Matthew Hamner, CFP|ChFC|AAMS

Financial Consultant, Finance Broker, Investment Service

155 NE 100th St #300 Seattle, Washington 98125
Ming Wang

Had 3 deposits go into the wrong IRA account in an 8-month period. Did not proactively reach out to either the account owner or the company plan coordinator. Reversed tra ... more

( 5 Reviews )
Merrill Edge Business Financial Solutions Advisor Logo

Merrill Edge Business Financial Solutions Advisor

Financial Consultant

15401 Westminster Way N Seattle, WA 98133
Delaney Trinity

Merrill Edge Business Financial Solutions Advisor is my go-to lender. Their loan services are reliable and transparent. I appreciate their competitive rates and flexible ... more

( 43 Reviews )
CreditCEO Logo

CreditCEO

Mortgage Broker, Bankruptcy Service, Business Management Consultant

701 5th Ave Suite 4200 Seattle, WA 98104
Maxim Khailo

CreditCEO helped me rapidly solve an error on my credit report which helped me get a refinance on my house. The company who put the bad credit item fought me and denied t ... more

( 42 Reviews )
Verity Credit Union Logo

Verity Credit Union

Credit Union, ATM, Financial Consultant

1660 S Columbian Way Seattle, WA 98108
Larry S.

After getting completely messed over by BECU, I needed a real credit union. I mean 50 locations and BECU only services and tends money from 1? Nope.I came into Verity wit ... more

( 0 Reviews )
Kip McKenzie - RBC Wealth Management Financial Advisor Logo

Kip McKenzie - RBC Wealth Management Financial Advisor

Financial Planner, Financial Consultant, Investment Service

401 Union St Suite 3600 Seattle, Washington 98101
( 0 Reviews )
Edward Jones - Financial Advisor: Hilda A Spencer, AAMS Logo

Edward Jones - Financial Advisor: Hilda A Spencer, AAMS

Financial Consultant, Finance Broker, Investment Service

5211 20th Ave NW Suite A Seattle, Washington 98107
( 1 Reviews )
Edward Jones - Financial Advisor: Gary L Ehret, CFP Logo

Edward Jones - Financial Advisor: Gary L Ehret, CFP

Financial Consultant, Finance Broker, Investment Service

4427 Wallingford Ave N Seattle, Washington 98103
( 0 Reviews )
Edward Jones - Financial Advisor: Chad R Smith Logo

Edward Jones - Financial Advisor: Chad R Smith

Financial Consultant, Stock Broker, Investment Service

6900 East Green Lake Way N Suite K Seattle, Washington 98115
( 0 Reviews )
Turning Point Strategic Advisors Logo

Turning Point Strategic Advisors

Financial Consultant

509 Olive Way, Ste 305 Seattle, Washington 98101
( 0 Reviews )
Goldman Sachs Personal Financial Management Logo

Goldman Sachs Personal Financial Management

Financial Consultant

401 Union St, Suite 3700 Seattle, Washington 98101
( 0 Reviews )
Edward Jones - Financial Advisor: George K Andrade, AAMS Logo

Edward Jones - Financial Advisor: George K Andrade, AAMS

Financial Consultant

313 West McGraw Street Seattle, Washington 98119
( 0 Reviews )
Edward Jones - Financial Advisor: Greg Theobald Logo

Edward Jones - Financial Advisor: Greg Theobald

Financial Consultant

2319 California Avenue SW, Suite B Seattle, Washington 98116
( 0 Reviews )
Edward Jones - Financial Advisor: Jon W Gerhardt Logo

Edward Jones - Financial Advisor: Jon W Gerhardt

Financial Consultant

4700 42nd Ave SW, Suite 520 Seattle, Washington 98116
( 0 Reviews )
Edward Jones - Financial Advisor: Stacie M Farrell, CFP|AAMS Logo

Edward Jones - Financial Advisor: Stacie M Farrell, CFP|AAMS

Financial Consultant

6200 Phinney Avenue North Seattle, Washington 98103
( 0 Reviews )
Edward Jones - Financial Advisor: Bill Anderson, AAMS Logo

Edward Jones - Financial Advisor: Bill Anderson, AAMS

Financial Consultant

3727 California Ave SW 1D, Ste 1D Seattle, Washington 98116
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