Morgan Street Financial - Downtown - Seattle, WA

2 recommendations and reviews from 1 person

Recommendations from Coo B.

• Referral from August 12, 2015
  

  Rebecca L. asked:

  I'm looking for a financial advisor that can assist us in managing our meager earnings and strategizing for the future. No highfalutin wealth advisor for us; we need someone with a lot of compassion for our circumstances, and a kind approach. Local preferred. Thanks!

  

  Coo B. replied:

  * morganstreetfinancial.com Kris & Celeste gave me options and understood my situation as a person with limited earnings. Really helped me account for my expenses at tax time, also.

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• Referral from April 14, 2015
  

  Marquita P. asked:

  Affordable trademark attorney, anyone? Also, we've been using H&R block for a while now but our tax situation is getting complicated. We're looking for someone to be "our tax person" that we can build a relationship with and have as our tax person for years to come. Ideas?

  

  Coo B. replied:

  A close friend of mine does good tax and financial advisory work. www.morganstreetfinancial.com

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