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/
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)
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 Zuberi206-725-0448 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/
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/
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 Hannum206-389-4409.
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
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.
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
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.
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.
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
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.
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...