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- This topic has 9 replies, 7 voices, and was last updated 3 years ago by PatWS.
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June 22, 2012 at 7:07 am #603687
SonomaParticipantHi. I am seeking recommendations for a smart, effective, no-b.s. financial advisor – preferably someone who is not interested only in selling/pushing their own company’s financial products. I understand the difference between fee-based and commission-based. I don’t want a slick salesperson, but, rather, someone who is truly looking after my own interests in these turbulent times. I already have an account with UBS, but I’m looking at other options. For instance, how about investment advisors associated with banks in West Seattle? Thank you!
June 23, 2012 at 3:07 am #761689
SonomaParticipantI should have added, the financial advisor doesn’t have to be in West Seattle, but that would be great.
June 23, 2012 at 3:31 am #761690
kgdlgParticipantWe used Goddard financial, John Goddard. They are in south lake union and are great! Sell no products.
June 23, 2012 at 7:32 am #761691
SonomaParticipantThanks, kgdlg! I just googled them, and they have a very informative Web site.
June 23, 2012 at 8:43 am #761692
HMC RichParticipantAmeriprise will try to sell you a bunch of different stuff.
June 23, 2012 at 1:53 pm #761693
SGParticipantKaren Connolly of Criterion Financial is fee based, and I love her. She is smart, sweet, and in West Seattle.
Phone: 206-453-5057
June 23, 2012 at 1:57 pm #761694
kayoParticipantWe used Goddard Financial as well. Nancy was very good. She helped us come up with a great plan and it was worth the money to have a solid plan in place for our future. Very no nonsense and not out to sell you stuff.
June 23, 2012 at 3:45 pm #761695
kgdlgParticipantNo nonsense is the way I would describe John Goddard too. Neither my partner or I ever had a father figure telling us how to take care of money issues and John was like a kind sweet pragmatic father helping us. I know that sounds weird but it was actually really comforting. He helped us figure out saving for our daughter’s college and our emergency saving fund. Brilliant.
June 25, 2012 at 3:47 am #761696
AMA_AFCParticipantIt sounds like you are seeking someone who will make every decision in your best interest. There is a difference between a Registered Investment Advisor (RIA)and Registered Representative. The RIA is a fiduciary and is held to a higher standard than the registered rep you have used at UBS,
You should check my website,
http://www.adamsfinancialconcepts.com
or you might catch me on the radio,
KKOL 1300AM on Friday afternoons from 4-5pm.
December 5, 2022 at 8:33 pm #1051577
PatWSParticipantI asked this question in these forums some time ago, and got two recommendations for Tyler Linsten of Alder Cove Capital. He is a legal fiduciary, meaning he is required to make recommendations that only benefit *you*. We have really enjoyed working with him so far. He asks great questions and clearly has our best interests at heart: not only through finances, but through helping us assess our life priorities and allocate our resources in alignment and support of those.
(He used to live in West Seattle, and has moved his office to I think Tukwila. We’ve done all our meetings online so far.)
We heartily recommend Tyler. I’ve sent friends and family his way.
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