Home › Forums › Open Discussion › Financial Planner recs?
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April 24, 2010 at 6:49 am #594606
mannamcParticipantDoes anyone have a good financial planner in the area? Our current planner is out of state and we’ve never even met him. Not just looking for a broker, but more of someone who can help us manage our money and plan for the future.
April 25, 2010 at 9:47 pm #693177
sam-cParticipantApril 26, 2010 at 7:08 pm #693178
kellymParticipantI’d put a shoutout in for my little brother(not so little anymore) I know he’s done a great job for many other clients. He’s a West Seattle native(born in the old hospital) and is currently living on Vashon…see his contact information below.
Scott Hitchcock
Wealth Advisor
Director Wealth Management
RSM McGladrey, Inc.
One Union Square, Suite 1100
600 University Street
Seattle, WA 98101-3119
Ph: 206.676.1103
Fax: 206.749.7103
April 26, 2010 at 7:25 pm #693179
kestrickerMemberI would recommend Shawn Skogstad at Waddell & Reed in Belltown, (206) 283-6661 x118. My husband and I are in our late 30’s and recently married and he helped us many things- planning for retirement, planning for short-term savings for home improvements, insurance needs, budgeting, etc. Also, I feel like he really listens to our concerns and wants what is best for us and not what will ulitmately make him money.
– The Ebert Family
April 26, 2010 at 8:13 pm #693180
jwwsParticipantKristi Mandt, a local West Seattlite!
Kristi A. Mandt, CFP ®
Millikin Mandt Associates, Inc.
KMS Financial Services, Inc.
1115 East Denny Way
Seattle, WA 98122
http://www.lakesideadvisors.com
e-mail:
Telephone:
206.267.2312
FAX:
206.267.2316
Toll-Free:
800.300.7330
June 23, 2010 at 8:46 pm #693181
mannamcParticipantFWIW we ended up going with Kari Lowen at Edward Jones on California and are very happy with her so far.
June 23, 2010 at 11:37 pm #693182
VanessaParticipantI highly recommend another Edward Jones office on 44th SW right next to True Value Hardware. Mr. Bill Anderson and his staff are very nice and Bill is great, has great experience and years of knowledge. My other favorite guy is in Federal Way.Doug Legg also with Edward Jones. It’s really nice seeing a company I have investments with NOT in the news.
June 24, 2010 at 3:38 am #693183
Genesee HillParticipantI was always happy with Bernie Madoff in New York. Can’t seem to get in touch with him lately, however.
I APOLOGIZE FOR THE BAD JOKE. Won’t happen again!
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