financial planner

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  • #586178

    beth
    Member

    i’ve decided that now that i have a mortgage, a puppy, and a grown up job, i also need a financial planner. anyone have recommendations for someone in w. seattle?

    #613392

    Oliver
    Member

    I can’t recommend anyone in West Seattle. But a trip downtown is not such a bad thing. I can recommend Darren Gray at Smith Barney/Donnelly-Gray. He has helped us from the time we were poor college kids with barely two nickels to rub together. He most recently helped us set up a 529 for our son. From their website:

    The Donnelly-Gray Group

    Consulting Group

    E-mail Us

    601 Union Street

    Suite 5200

    Seattle, WA 98101

    tel: 206.343.2933

    toll free: 800.426.7837

    fax: 206.628.4425

    http://fa.smithbarney.com/donnellygraygroup/financialplanning.htm

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