I’ve always been a numbers person. Even as a teenager, I loved balancing my checkbook down to the penny. But I also live to help people–I spend a lot of my free time volunteering with local organizations. My love of numbers and forming relationships is why I became a financial planner. Financial planning is a very personal thing - we... Read More about Kaliko Veiseh - Edelman Financial Engines

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Kirkland is here for you, serving Seattle and the Greater Eastside, including Bellevue, Kirkland, Redmond, Sammamish, Maple Valley and Mercer Island. Whether you’re accumulating wealth, transitioning into retirement... Read More about Edelman Financial Engines

Access to a wealth of knowledge and solutions.

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Ascend National Wealth Advisors - Thrivent is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Kirkland, WA make the most of all they've been given. This page is not intended for communications between you and Thrivent,... Read More about Ascend National Wealth Advisors - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Camille Adair-Hatch is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Kirkland, WA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Camille Adair-Hatch - Thrivent

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Kirkland, WA area, Justin Lewis will take the time to understand you and your goals, as well as those changing... Read More about Justin Lewis - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Kirkland, WA area, M Annette Sager will take the time to understand you and your goals, as well as those... Read More about M Annette Sager - Financial Advisor, Ameriprise Financial Services, LLC

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

Retirement Planning Partner offers transparent, client-first retirement guidance designed to adapt with you over time. Led by Chris Maggio, a Retirement Income Certified Professional (RICP), the firm specializes in helping individuals and couples create clear, customized financial strategies for retirement—without sales pressure, commissions, or asset-based fees. Chris brings a unique background in finance, education, and investing to each consultation, offering... Read More about Retirement Planning Partner

Are you a young professional looking to invest your hard-earned money but don't know where to start? Are you worried about your financial future and want to make sure you're making the right decisions? Look no further than Jason Preti, CFP® - a certified financial planner specializing in affordable investment management and financial planning for young professionals like you. Many... Read More about Unleashed Financial LLC

Valiant Financial Planning partners with tech professionals and physicians in the Greater Seattle Area. Armed with knowledge and compassion, we craft personalized financial plans that align with your unique missions.Through a complimentary consultation, we'll get acquainted, learn more about your financial planning needs, and answer any questions you may have.