I had a terrible experience, paid an incredibly high price for a lot of disorganization, confusion…read moreincluding plain old math errors -- like the numbers literally weren't calculated correctly -- resulting in apologies, blaming their mistakes on lack of focus due to the death of their pet.

I reached out to Creative Money in 2016 for my first financial planning session as an adult. At the…read moretime I was in a new job as a contractor and really needed help with planning. Mindy was great, walked me through a plan and i was headed off to the races. I'm not sure I really understood it, but I rolled with it as best as I could. Fast forward a handful of years later and I wanted to revisit my plan. A lot changed from job to income and I needed something new after selling some real estate. The 2nd experience wasn't quite the same for a number of perspectives. What hit me the hardest was hearing what was said about my situation behind the scenes after my first consultation with Mindy. The planner (Sam) actally said outloud they didn't believe I could make something happen with the previous plan. Guess what, I did do something. Now I'm in need of another plan after an unexpected windfall, but don't trust the experience won't be the same. The other part I don't get is why it was suggested to open a brokerage account (which I did based on the plan) when playing the stock market is not something I do or comfortable with. Anything having to do with stocks and the market scares me and I'm very uncomfortable on any financial site outside of a bank. Nothing makes sense and vocabulary is vague. I expressed my discomfort in this area and needed a lot of hand holding to execute moving funds and opening a brokerage account. I still don't understand this one, but I did it based on a recommendation. Now I am sittiing with a brokerage account and it's doing nothing because the thought of it just paralyzes me. While the set it and forget it method is great concept in theory, it's only as good as the plan and the clients ability realistically execute. Although the 2nd plan was a great idea to retire at 62, it had zero reality of lifes unexpected changes. Good Luck!

These guys are incredible. Claud is our Advisor along with David. The whole team works together…read moreseamlessly to get your plan on track. They are detailed, precise, and thorough in putting your planning together. Perhaps most impressively, they are very patient with clients like us with required paperwork and signatures. Like most, life gets in the way and delays happen. Not a problem here. Regular gentle nudges are discreetly put to your email inbox. Everyone is attentive to email requests and phone calls. Nothing is too much trouble. As financial fiduciaries they are only interested in the success of your portfolio. No selling here. I can't say enough good things about Claud, David, and the entire Paracle team. Brilliant. They make you feel very satisfied and at ease with the prospect of what lies ahead. They really are a partner.

I can't comment on the level of services provided by this entity. I can, however, describe my…read moreexperience with trying to establish a relationship. First, I called and left a message with Claudia last Friday, 7/13/18. I did not get a reply. Secondly, I called back Monday, 7/16 at 11 AM and again at 1:15 PM. Again, no reply. I finally tried yet again to call, but got (once again!) her voicemail. I left a message informing her that her services, such as they appeared to be, would not be required. Lo and behold, I got a return call! I enquired if she had received my most recent voicemail informing her of my lost interest in dealing with her. Surprise!!! She hadn't reviewed her voice mail messages. The most fundamental dealing with phone calls and voicemail seem to be beyond Claudia's grasp. Again, I can't evaluate her services, but I would recommend that you should hang up and call someone else if you just get her voicemail, for it appears to be of no use to her.......perhaps her customers appear to be of no use to her, either?

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.

I thought I had my finances figured out but decided to take a meeting with Riley after a friend…read morereferred me over. Our first couple conversations were definitely eye opening! You really don't know what you don't know. I tend to get caught up in headlines around when to buy and sell so it's nice having a professional who can manage my investments with a disciplined strategy and reliable index funds. I also was missing out on some big tax benefits that should help with saving for a home big time. Now I'm regretting waiting this long to use a CFP but better late than never. I was as skeptical as anyone but trust me, take an initial appointment, you'll only benefit!

From the owner: Ignite Financial Planning, LLC was founded by Riley Poppy, a Certified Financial Planner (CFP®)…read morepro. We are a fee-only financial planning firm dedicated to helping young professionals and their families achieve their financial life goals. We can help young professionals tackle their student loans, manage their 401ks, equity compensation, and more. We can also help new parents with insurance selection, 529 plans, estate planning, and purchasing their first home. We serve clients locally in the Greater Seattle Area and virtually with clients all over the country.

As always thorough, professional, and amazing! Brian Decker takes his time explaining our growing…read moreinvestments and answers all our questions in depth. We enjoy the weekly emails and helpful videos in addition to our annual meetings and updates. After 8 years of growing prosperity, we couldn't be more pleased with Decker Retirement Planning.

Brian Decker is at the TOP of his game, and he makes investing with him very easy and very…read moreprofitable!!

Adam is an amazing asset manager. He has consistently been able to get my investments high returns…read morewhile providing securing and peace of mind. I would highly recommend him to friends and collegues.

I have known and worked with Adam Droker for many years, I've trusted him to put together a…read morefinancial plan for me and for several of friends and family members and I will continue to send the people I care about his way.

I was weeks into trying to figure out what to do after a terrible financial mistake. I'd contacted…read morea few places, but they all wanted fees upfront--even before hearing my full story. Then I came across a quiet mention of cwpsc (you know the rest com) in a forum. I reached out, cautiously. They listened first, didn't charge anything upfront, and stayed in touch throughout. Things eventually turned around, and I could finally sleep again.

Elite investment was recommended to me by several family and friends. I meet Fariba, the owner and…read morewere immediately impressed by her wealth of knowledge and down to earth and helpful attitude. She designed a strategy that fit my comfort level and would personally get involved if I had questions and concerns. I have recommended Elite to many friends and have gotten the same feed back.

I was looking for an insurance agent and came across PNW Financial. I requested an agent call me…read moreand someone called me right away, handled all my needs and got me the coverage I was looking for at a lower price than what I was currently paying. I decided to bundle my car, home and life insurance to save even more. They did an amazing job and were fast and efficient. I'd use them again in a heartbeat.

I had no idea where I should start looking when I decided to invest my savings and 401k until I…read morefound PNW Financial. I worked with Michael Bús and right away I felt he was competent and knowledgable in the areas of money management and the market. He gave me great advice and is quick to call me if he feels that my accounts could benefit in any way. I plan on growing my accounts and working with him long into the future.

I like Fidelity. Have used them for 30+ years. They have good people in offices convenient to me…read moreand their online tools are great.

Fidelity Investments is one of the several best-known investment firms in the nation. They offer…read morein-person support for their investors at this location. I won't review Fidelity as an investment firm per se; that is not my skillset. In general, they are probably the most comprehensive provider of all things investment for your typical investor. If you are reading this, my best advice to you is to not be intimated by the concept of investing. If you have an account with Fidelity (especially due to work 401k) and need to talk to someone, come here (or another branch) if you can. They are salaried employees and not on commission. They tell me if the services they are suggesting will result in a fee/commission for Fidelity. I believe you start with calling the typical 1-800 support and then inquire about seeing a local rep. So far, I have been happy to have someone to talk to face to face, even though I didn't accept all their suggestions. It's still good food for thought. This location is the same as the Hyatt hotel. They validate parking.