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Lakeview Financial Group
Referral from
Aug 25, 2014
Brigitte G.:
Do you have any recommendations for an independent financial advisor here in Seattle or do you know a non-profit that offers such...
Christy K.:
We went here...nice because you can just pay by the hour (which is what I would recommend...a certified financial planner you can pay by... Goddard Financial Planning Inc
- Financial Advisor
- 1200 Westlake Ave N #603, Seattle, WA 98109, USA Seattle, WA 98109
- Closed
Referral from
Dec 29, 2014
Kayoko M.:
Who is your favorite no-jokes-about-it financial planner? Any affordable ones to recommend?
Shawn A.:
Can't say enough good things about Nancy at Goddard Financial Planning. http://www.goddardfinancialplanning.com/ They are fee-only... Carlton & Company Financial, Inc.
- Financial Advisor, Investment Advisor...
- 2107 Elliott Ave, Suite 305 Seattle, WA 98121
- Closed
Referral from
Nov 07, 2014
Sara W.:
Can any of you recommend a good financial advisor?
Mara A.:
This lady is getting us whipped into shape. http://www.carltoncofinancial.com/ Insight Financial Planning, LLC
- Financial Advisor, Financial Planner
- 92 Lenora St Seattle, WA 98121
- Closed ⋅ Opens at 9:00AM
Referral from
Sep 15, 2014
Anna J.:
Unbiased financial planning--awesome! I know Larissa Vidal personally and def definitely recommend her to US friends needing a...
Larissa V.:
I'm blushing, Anna. Thanks. https://www.facebook.com/InsightFinancialPlanning Morgan Street Financial - Downtown - Seattle, WA
Referral from
Aug 12, 2015
Rebecca L.:
I'm looking for a financial advisor that can assist us in managing our meager earnings and strategizing for the future. No highfalutin...
Coo B.:
* morganstreetfinancial.com Kris & Celeste gave me options and understood my situation as a person with limited earnings. Really... Home Sight
- Financial Advisor
- 5117 Rainier Ave S Seattle, WA 98118
- Closed ⋅ Opens at 10:00AM
Referral from
Nov 15, 2014
Carrie E.:
I'm looking for a house lender and a financial advisor. I'm embarking on an exciting fresh start but also a little nerve racking. Need...
Charlotte S.:
HomeSight WA offers classes and financial reviews for free, i highly recommend them! http://www.homesightwa.org/ Tax Assistance Group - Seattle
- Financial Advisor, Tax Advisor
- 801 Second Avenue Seattle, Suite 800 Seattle, WA 98104
Turning Point
Clients A.R.M.
Frequently Mentioned on Social Media
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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...
Jill L. replied:
That's one of the services offered by the wise (and local) Sheila Lozan; not highfalutin and a true pleasure to work with. http://www.sheilalozancpa.com/
Sheila A. replied:
https://www.edwardjones.com/en_US/fa/index.html&CIRN=525087
Susan D. replied:
Ali Zuberi is local and wonderful!!!
Zan B. replied:
Francis schram grew up in rainier valley... Handles individuals and small biz. Very affordable and smart as a whip! 253 639 0494
Sara G. replied:
Sanjay Das and Helene Robertson at Socially Responsible Investing http://www.sri-investing.com/
Raymond C. replied:
I would recommend this book http://en.wikipedia.org/wiki/The_Wealthy_Barber It is in a narrative style and takes financial planning step by step
Coo B. replied:
I highly recommend Morgan Street Advisors as a locally owned (Brighton!) one-stop shop for tax, advisory, investing, etc. services. They work with folks from all walks of life and are very conscious of fees and costs. www.morganstreetadvisors.com
MaryJoy L. replied:
I second Sanjay Das. He has helped me for years. http://www.sri-investing.com/
Sarah L. replied:
http://www.newground.net and also http://www.twightfinancial.com
Eliza C. replied:
While not local now, my college roommate and family are fantastic. Based in Hawaii. She also comes to the NW a few times a year. Love and trust them completely. Takagi and Takagi http://takagiandtakagi.com (Megan Takagi)
Referral from July 6, 2016
Hayley L. asked:
Can someone recommend a financial advisor? My husband and I know basically nothing about money management and are considering hiring someone to tell us what to do with...
Alicea C. replied:
Ali Zuberi 206-725-0448 3810 S Ferdinand. He's great!
Morgan S. replied:
I second SanJay Sanjay Das
Manny A. replied:
Sanjay Das
Annie A. replied:
Sanjay Das:)
Art S. replied:
Ali Zuberi is right in downtown Columbia City and is an awesome guy
Ryan W. replied:
Robert Valdez
Jerri S. replied:
jim patterson - 992 3127
Sean D. replied:
I second Ali Zuberi!
Jill L. replied:
Sheila Lozan offers basic budgeting as well as financial planning (and tax prep and some other things). Since you admit you're super beginners at this stuff, the range of services might be useful. She's great. http://srlfinancialservices.com/
Eddie S. replied:
Sheila Lozan is very good.
James T. replied:
http://www.npr.org/sections/alltechconsidered/2016/01/08/462250239/when-an-index-card-of-financial-tips-isnt-enough-this-book-is-there
Gwen C. replied:
Remember to ask if they are a fiduciary, meaning they have to put YOUR interests above theirs. check out this article for some other tips http://guides.wsj.com/personal-finance/managing-your-money/how-to-choose-a-financial-planner/
Allison R. replied:
Sanjay Das
Referral from November 15, 2014
Carrie E. asked:
I'm looking for a house lender and a financial advisor. I'm embarking on an exciting fresh start but also a little nerve racking. Need smart, thoughtful and honest...
Antonio L. replied:
I recommend my guy Jeff Thatcher he's great!
Heather A. replied:
Sanjay Das is Awesome!
Jeff S. replied:
Allie and I had a great experience with Bobbi Moody at Umpqua bank with our mortgage.
Mark H. replied:
I am a mortgage loan officer at Homestreet and I would be happy to help. I used to live in Columbia City, but I moved to Mt. Baker. I am very familar with the neighbor hood. - Mark Hannum 206-389-4409.
Zed A. replied:
FOR finance there is Alli from Edward Jones in Columbia city behind Geraldine. For mortgage David Green@Eagle Home Mortgage@206-722-4571Both are very honest and trust worthy people both lives in Columbia city
Referral from November 7, 2014
Sara W. asked:
Can any of you recommend a good financial advisor?
Tova H. replied:
Leo Van Leo van Dorp
Sarah H. replied:
I don't have an advisor but I like the overall principles of this dude: http://www.mrmoneymustache.com/ I'm a nerd though.
Trevor E. replied:
http://en.wikipedia.org/wiki/Bernard_Madoff
Amanda F. replied:
Albert Israel!!!
Robb S. replied:
My accountant Jordi at Rain City CPA has a great guy. He works with all, not just the wealthy. I trust Jordies reference with love.
Daniella B. replied:
Alex Landeen; think he works for Wells Fargo
Michael G. replied:
Eric Soles
Referral from March 10, 2016
Manny A. asked:
Hey Neighbors!
I recently went to Express Tires on Hudson /MLK for an oil change, then later met with our neighbor Sanjay Das regarding his Financial Planning services....
Manny A. replied:
Speaking of Sanjay, here is his business: http://www.sri-investing.com/
Morgan S. replied:
Sanjay Das is excellent!
Stacey M. replied:
Moments Captured Photo Booth rental...enclosed booth for special events...includes lotso silly props, entertaining attendant, professional attitude, custom logos on photo strips, and fantastic photos...includes a special video of the event to share on social media! Keep us in mind for your next party, wedding, bat/bar mitzvah, corporate parties, and any fun get together...we are always a hit and always memorable! Http://photoboothmc.com
Sarah W. replied:
My dad is an awesome architect... based in the Seward Park neighborhood. http://salkinarchitecture.com/
MaryJoy L. replied:
Sanjay Das helps me with my my money too. He's great.
Jennifer R. replied:
I really like Express Tires.
Referral from November 10, 2014
Jennifer A. asked:
What's your list? The best recommendations come from friends. Connect with any whose services you need, leave a blank where you need to. Copy & REPOST with your list....
Kristi S. replied:
Quincy if you're looking for a recording studio I have a good friend who you should connect with: Sanctuary Studio Works Owner: Tony Bennington
Kristi S. replied:
That's what I'm talking about!! She is like "Hitch" and I met someone this weekend at a business event and "Serial Connector" was their job title!!! Go Jennifer Amato!!! Looking at your page and you know who I'm talking about Kieranslist.com Extreme Networking 101. You should do this!!
Katti M. replied:
Kristi Simila, call me. 2067930286
Nikki W. replied:
Yay Kristi Simila! #LibertyMutual
Katti M. replied:
Kristi Simila is better than a mAgiCian, she's the insurance Goddess
Referral from February 25, 2014
Ileana G. asked:
I have a coworker that's looking for a Financial Advisor in Seattle. Anyone know an excellent one? (I definitely don't know one, lol)
Jennifer T. replied:
Bob Ward, Wedbush Securities, ph. 206-623-6678, bob.ward@wedbush.com He's super conservative financially but has good advice. If you need a tax professional - I have a super awesome fantastic terrific guy that I've used for years.
Referral from April 26, 2017
Juli S. asked:
It's time to talk to a financial advisor and I'm not sure who to speak with. Thoughts on Edward Jones, specific agents, USAA, Credit Unions, banks etc. Any advice and...
Sheila A. replied:
I've been real happy with Ali Zubri at our local Edward Jones office
Jenna M. replied:
Justin Harris is amazing. Socially responsible investor. I can't say enough great things about him.
Ariana G. replied:
Sanjay Das, who lives in C City, is great. Highly recommend him!
Laura C. replied:
Josh Whelan, local dad and total professional. I've sent my clients to him for financial planning. Everyone is pleased with his savvy. Www.whelanfinancialplanning.com/Josh-Whelan/
Sara G. replied:
Another vote for Sanjay Das.
Manny A. replied:
Sanjay Das!!
Cindi L. replied:
Roderick Givens, voted best financial advisor in the RV. Also is apparently the only CERTIFIED financial planner, which is critically important. He's a Board Member of the Rainier Chamber and the Rainier Beach Merchants Assn.
Annie R. replied:
I looove Mindy at Creative Money!!! She's totally independent, working from a fee only model.
Referral from October 31, 2013
Sherrye R. asked:
I would like to start a FB Friend/Referral Business Directory where we can refer and network each other for business. Like for example you need a plummer? Go to Ricky...
Ronda W. replied:
My best friend just write a book it's called The Meetup Organizer Step by Step Success Guide by Stephanie Inge..Check it out on Amazon.com ...It may help you get started with what you are wanting to do..
Don V. replied:
Need boats, four wheelers or RV's call Donnie V at Campers Rvcenter
Debbie W. replied:
Need t-shirts printed... Oasis Printing, Inc.
Referral from August 25, 2014
Brigitte G. asked:
Do you have any recommendations for an independent financial advisor here in Seattle or do you know a non-profit that offers such advice? Any leads would be great.
Alex K. replied:
Check with Christina Marie Kimball
Referral from September 15, 2014
Anna J. asked:
Unbiased financial planning--awesome! I know Larissa Vidal personally and def definitely recommend her to US friends needing a trustworthy money advisor. (L: tag your...
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