There aren't very many recommendations in Bellevue but I'm searching for a financial advisor to start working with for comprehensive planning. Any referrals? Thanks.
Definitely recommend Jeff Morelan at Centaurus Financial. We've been working with him for more than 15 years and he goes the extra mile to help us keep on track with everything we need to think about and action--always making it simple and doing so much legwork on his end. He was essential a few years back when my mom died and we had a great deal of estate work to wade through--he kept me on track, and sane!
From a previous post:D.A. Davidson He’s based in Bellingham but travels (pre-Covid) for client meetings.
Additionally, he sends out occasional emails with layman’s terms analysis that I really appreciate. They’re thoughtful, comprehensive, and full of insight.
Hi Matt! All depends on what kind of services you are looking for. There is a wide spread from broker, planner, asset managers comprehensive wealth manager, etc. Here to help if you want some input.
Thanks all. @Detlef, I’m looking for comprehensive wealth management. I’d love consultation on investment allocation, tax advice, college funding, and retirement planning.
Kevin has worked with me for more than ten years and I recommend him without reservation. He has become a dear friend and started working with my kids to develop good financial habits when they were teens as well. He is really great about helping you get to the heart of your own personal goals and wishes and shepherds you through those long and short term. He is brilliant and kind. Can't recommend highly enough.
Zach Hamilton at Alterra Advisors is great at comprehensive planning, specifically when it comes to tax management, retirement, and planning for your kids. He'll do an initial call for free to see if you're the right fit, and if he doesn't think he can save you a considerable amount of money he will say so directly and it won't cost you a thing.
Second vote for Alterra Advisors. Josh Whelan, one of the co-founders has been our advisor for the last few years. The level of service he and his team offers is amazing.