We worked with Justin for just over a year. Initially I liked him, was very approachable and…read morefriendly, answered our financial questions. However, he of course had us switch all of our finances over to products he worked with, and I assume gained commission from. The first big surprise I received was the large fee charged to us for selling our stocks so we could invest in the SRI funds. My previous broker had an all-inclusive fee and it would have been free to sell the stocks through him before transferring but Justin missed this important detail costing us quite a bit of extra money. It was the kind of detail I was hoping a financial advisor would help us catch to conserve our resources. When we went in for our annual review, he had clearly not even looked at our file and asked us several questions about our financial status he should have known the answer to. I felt like I was not a valuable client at all and not worth his time preparing for the session. We went over our finances including the $800 deducted quarterly for his fee, based on a percentage we agreed upon at the outset. I was concerned though that he had not done any work on our account all year and so asked him what the fee paid for. He became very vague, general, and a bit defensive. Soon after the meeting we sent a letter to end our relationship and I found it surprising that he did not ask for any input about our dissatisfaction. Good initial start but very poor finish.

I've been tucking away a bit each month into Socially Responsible investments through Justin Harris…read morefor a number of years now. He is solid, thoughtful, and listens well. I trust that he understands my needs and concerns, and he gives helpful advice over email when I have questions.

Calen Johnson has been my financial advisor for the past 2 years. He is a man of God, a man of…read moreintegrity and someone I trust with my finances. I highly recommend this good hearted and caring individual. He is not too pushy and is highly respectful. I have faith that he will be able to help anyone who have plans for retirement or just need a little financial guidance. You will be blessed if you try him, I guarantee it!

Calen has been our financial advisor for a few years now and not only is he genuine and truly a…read moregreat person...but he is very knowledgable and helpful. He will guide you step-by-step towards any financial goal you may have. Highly recommend and trust!

I've been using Chris at Stein Financial Services for 5 years. I get quarterly updates and…read moremeetings if I choose so that we can look at my portfolio and rebalance if necessary. It is a constantly changing market and it is nice to know that I have a planner that understands my goals and helps me achieve them.

AWFUL service, owner hung up on me after our business was about to renew with them b/c I told him…read morewe wanted to shop rates! Unprofessional attitude! Don't trust this firm with your insurance or money!

Seeing David had one review, and a useless one at that, well I need to take a minute to add my…read moreopinion. David Woosley and his staff are amazing. We have been working with him, Vi, and Matthew for years and have not only increased our net worth, but have had priceless advice on how to continue to save and plan for our retirement. No, the services are not cheap, but he does the research that I don't have the time or expertise to do for myself. He has been recommended by us to friends and they have all thanked us. David is also a kind and funny man and would be worth your time to try if you are looking for an advisor.

After our business received correspondence from Berkman Purdy & Lindstrom that they were moving to…read morea high-rent tower in downtown Seattle, changing their name to 'Merriman Berkman Next', and increasing their hourly accountant fees, we waited for the next shoe to fall. And it did: in the form of a letter that they were dropping us as a client in order to focus on ones who would fit more neatly into their new financial planning service structure. We had spent many hours working with their accountants to set up a system to handle our unique business situation and felt hung out to dry when given the boot so early in our relationship. Had I known when we hired them that we were subject to a profitability review, I would have never bothered using them in the first place. Quite frankly, it's a conflict of interest when those privy to your private business data then use that information to make marketing decisions. Anyone contemplating doing business with this or any accounting firm should carefully determine whether the prospective firm will be working diligently in their clients' best interest or be pursuing greener profit opportunities in conflict with their clients' accounting needs.

I have been with Merriman Wealth Management for over 10 years. I find their ethics, cost structure,…read moreand personal attention excellent. I have my sister account their also for whom I have Power of Attorney since she is at an elderly care home. I seem to have questions all the time about 529 plans, IRA's and even personal stuff. I always get assistance right away. My lead assistant has a fine family and impresses me as an individual. John Davis

Grant and the team at The Monson Group really are experts in their industry. From the very first…read moremeeting, their knowledge and passion is obvious. Their approach to financial planning is more than just investments, it takes every piece of a person's financial future and security. I would recommend this team to anyone at any level of financial planning.

Grant is passionate about the people he helps, experienced and brings a ton of integrity to his…read morebusiness. I found Grant easy to visit with; he has deep expertise and I've recommended him to several people. Few other planners seem to take his sincere, holistic approach. The Monson Group can help you coordinate your financial affairs.

Best financial advisor I've ever spoken to! Gave solid advice on what we needed to do with our…read moremoney instead of just saving it in the bank.

Before I met Damien I was in debt, had no retirement, no savings, and no insurance. Now I am debt…read morefree, maxing out my 401k, have proper insurance, and have money stocked away in investments. I am incredibly grateful to have met Damien. He has a great deal of knowledge, is quick with responding, and takes his time answering all of my questions. He doesn't try to sell you products, but instead tries to educate you on all of your best options. Damien is flexible with meeting and conference call times, which I am also thankful for. I can't recommend him enough. Thank you, Damien.

Working with Damien is a great pleasure. He is knowledgeable and friendly and super responsive…read more Getting him involved with our retirement money has been a great choice. He has helped us reduce our debts and increase our savings. Love working with him and would definitely recommend him to anyone needing his services!! The best financial advisor in Seattle!!

Just wanted to say I had a good experience meeting with Damien. He invited me to a virtual meeting…read moreand was very friendly to my wife and I. We have a pretty complexed financial situation that I could spend all day talking about but I won't. Because of this we unfortunately weren't able to find a Financial Planner either capable or who wanted to work with us. Also it was very important that my wife knew exactly what was being presented to us. Damien took the time to answer all of our questions and did so clearly and patiently. We were supposed to meet with another Advisor but instead decided to work with Damien Martinez. Thank you Damien!