Looking for trusted financial advisor referrals. Why do you ❤️ your finance gal/guy? The closer to MV the better!
Mary F. replied:
He's not close to Maple Valley but we have used him for years now. Barney Hartley at 253-942-8222. http://www.barneyhartleyinvestmentcenter.com/team
Danielle A. replied:
Amanda Gross with Edward Jones!
Roger M. replied:
Laura Borg
Brent S. replied:
Yes, Laura Borg with Edward Jones!
Fran T. replied:
Denny Pierre with Edward Jones
Karyssa M. replied:
Eric Manzanarez with Shelgren Financial. He's amazing!
Rebeca J. replied:
Denny Pierre or Storm McNiel
Jeff B. replied:
Eric Callison with Edward Jones(253.630.048). Level head with deep financial knowledge. Has the usual degrees, but is quite personable. Also is very watchful of tax liabilities, ensuring the client (i.e.: me) has the lowest possibly tax liability. Low overhead also means low fee structure.
Gayle B. replied:
I second Laura Borg Urban
Gayle B. replied:
Edward Jones
Rachel E. replied:
Definitely Amanda Gross from Edward Jones. She's is fantastic.
Tammy G. replied:
John Robertson at Edward Jones next to La Fagatos Mexican Restuarant. He has helped us save money by investing smarter and he is fantastic in getting us ready for retirement.........possibly in 5 years!!! Super nice guy and love his office assistant Sherrie Dixon Traweek. He answers all of our questions about everything and does not make us feel like an idiot for asking our questions, He is really there for us! https://www.edwardjones.com/financial-advisor/index.html?CIRN=j9EGlBplVjHGNkp5ZpLrM5AOXCt5KX8SLDCamG5 iZrv16T0ZJ%2BhjAQwebAinVd66
Stacey O. replied:
Laura Urban with Edward Jones in Kent.
Kellie N. replied:
Amanda Gross!
Jane W. replied:
Valerie Dworak Paganellii
Jennifer Y. replied:
Amanda Gross Edward Jones by QFC in MV.
Glenna D. replied:
Amanda Gross, Edward Jones is amazing
Kathy G. replied:
Highly recommend Amanda Gross at Edward Jones!
Chris S. replied:
Aaron Multon with Wells Fargo investments in Issaquah. He lives in Maple Valley.
Marty B. replied:
Denny Pierre with Edward Jones in maple valley, he's been great with us!
Josh H. replied:
Brody Kunz Edward Jones in Maple Valley
Monica C. replied:
Mark Champoux with Primerica, personal, one on one and never charges for his time!
I would like to start a networking group specific to maple valley. I am looking for one local professional for each of the following...
Tanya T. replied:
Kristina Wendlandt hairstylist extrodinaire!!
Anna K. replied:
Charles Taylor, Financial Advisor at Chase Bank in Maple Valley
Kevin S. replied:
I'm in... Kevin Seelye Flooring, Cabinets & Countertops! Great Floors Federal Way 253-839-2142
Danielle M. replied:
come visit us !! https://www.facebook.com/1448053472125219 BNI Referral VIP's we meet weekly Wednesdays 8 am at the lake wilderness lodge !!
Elizabeth H. replied:
We've had great experiences with Helmke's landscape - I think the giant arbor he built for us is one of the pictures on his website: http://helmkeslandscape.com/
Can anyone recommend an honest and resonably priced financial advisor. ..or maybe I need a tax advisor? We just inherited a 401k and not quite sure what to do with it.
Tina B. replied:
Charles Taylor at Chase Financial in MV
Storm M. replied:
I'm a Certified Financial Planner. I'd be happy to sit down explain your options to you. SFM Asset Management Group LLC.
Anna K. replied:
Yes, Charles Taylor at MV Chase!
Rae'Ann M. replied:
BECU. Steve Vertrees is one of the best!
Mary M. replied:
McCorkle and Asdociates, Renton. Bob McCorkle owner
Karen F. replied:
Tom Phillips - Bellevue
Jen K. replied:
Scott Baisch with Edward Jones
Brian M. replied:
Scott Milam at Key Bank in Covington - he is a financial genius.
Monica C. replied:
Mark Champoux he is an Investment Advisor Representative who focuses on teaching so you can make an educated decision. Never charges for his time.
Mary W. replied:
Roll it over into a Slow to Med growth Mutual Fund. Any Advisor with Edward Jones or a Certified Financial Planner can do this for you.
Tammy V. replied:
Try Mathew Ryan Financial Advisor...Renton or Kent ...
Rachel B. replied:
Stay away from banks and Edward Jones!!! Find a Primerica agent!!... my husband Joseph Brace is also one!... they are honest agents who do the right thing for their clients!
Mickie G. replied:
John Robertson at Edward Jones Maple Valley! He is amazing!!
Sue E. replied:
Jon Roelof. He has been wonderful.
Brian M. replied:
CodyandAmber Fair is a specialist in this area. He's local, honest and a pro. (425) 890-6698
Becky C. replied:
Jon Vert- Maple Valley Tax Service. He's both a tax preparer and financial advisor. 425-432-5450.
Any recommendations for financial advisors in the area?
Heather B. replied:
Amanda Gross!!!
Danielle M. replied:
We would love to help you !! https://www.facebook.com/615215298622113 Edward Jones - Financial Advisor: Amanda Gross Give us a call 425.413.0882
Philip A. replied:
David Ellsworth in downtown Kent
Daniela C. replied:
Brody Kunz at Edward jones has done a great job for us. My husband just retired at 55.
Abby M. replied:
We also go to Edward Jones. We see John Murdock in Covington by the VAC. He's been so helpful
Jeff B. replied:
Strongly recommend Eric Callison with Edward Jones in Covington. Excellent portfolio management and fabulous people skills. Large or small, Eric is fabulous.
Monica C. replied:
Mark Champoux is an independent advisor with Primerica and never charges for his time. If interested please pm me and I can get you his info.
Sue E. replied:
Looks like Edward Jones is very popular...we also go to Edward Jones but we have been with Jon Roelofs at the Lake Sawyer Center at Kent Kangley and 216 th
In need of an amazing financial advisor please. Someone who is familiar with senior financial care would be helpful. Thank you for any and all recommendations!
Kathi T. replied:
Randy Linde AGP Wealth Advisors in Renton
Peter G. replied:
Make sure you educate yourself too http://money.usnews.com/money/blogs/the-smarter-mutual-fund-investor/2015/03/19/is-your-financial-advisor-a-fiduciary
Denise L. replied:
Amanda Gross (Edward Jones) she in Maple Valley next to QFC. I use her and she is great!!
Dusty M. replied:
Samantha 'Sam' Long at BECU in 4 corners. She was AMAZING with my 85 year old grandmother.
Desiree A. replied:
Jon Gratz is an amazing financial advisor, hard working and honest! (360) 220-9649
Looking for recommendations for a financial advisor closer to Maple Valley. Thanks!
Sue E. replied:
Jon Roelof with Edward Jones
Tina B. replied:
Charles Taylor - Chase Financial Services
Amy S. replied:
John Robertson at Edward Jones in MV is great! He always takes all the time you need to understand your options.
Lorraine S. replied:
Frank Schneider can help you!!
Jennifer B. replied:
Amanda Gross@edward jones in maple valley is awesome!!
Hannah W. replied:
Zach Stay at Pacific capital in Bellevue is christian-based, love them!!
Peter B. replied:
Amanda Gross with Edward jones
Michelle C. replied:
Brody Kunz at Edward Jones in maple Valley
Ocieanna F. replied:
Michael Fleiss is the best! He does the Dave Ramsey plan. And he is an honest dependable and personable guy. (Yes he's my husband, but he really is!) ☺
Crystal W. replied:
Edward jones (Eric Priebe) in Auburn, he is great
Storm M. replied:
Hi Cindy, I am an independent Certified Financial Planner. I run a boutique firm here in Maple Valley. We offer, planning, investment advisory services, life insurance and long term care solutions. My firm is SFM Asset Management Group LLC.
(Posting for a friend):
Hey all. I was wondering if anyone could recommend a good tax advisor/financial advisor in the area. I am starting a small freelance business...
Gayle C. replied:
I've worked with Jonathan B. Vert at Maple Valley Tax Service for the past few years. Perhaps you can contact him to see if he can help you.
I'm looking for a good financial advisor, to focus on retirement planning. I don't want any particular investing companies, just a good overall person to help me run...