Financial Advising in Kirkland, WA
4 locations found near Kirkland
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Financial Advising
Financial Advising
Financial Advising
“I have been an EWM client for many years. I am a 30 year high-tech industry veteran but I am not a financial wizard and so I wanted to find a financial expert that I could trust to help me build wealth. I found that in Fariba Ronnasi and EWM. Over the years, Fariba has demonstrated unprecedented intuition in the financial industry and has managed a significant portfolio for me that has enjoyed continuous above-market gains. I recommend Fariba and EWM without reservation to anyone who wants to invest - don't wait!”
8AM - 4:30PM
9710 NE 119th Way, Kirkland
Financial Advising
“Loren is extremely knowledgeable & talented. He is the hardest working, most compassionate, and genuinely the best financial advisor my wife & I have ever worked with. We found Loren through a referral when we moved into town post Covid. He wasn't excepting new business at the time but he squeezed us in, and by no means does it feel that way. Loren takes his time when speaking with us, as well as always doing his own due diligence prior to our meeting. I look forward to many more happy years of business!”
“My wife and I have been clients of SPG since before our retirement. We are very glad we chose them. Their whole team is a pleasure to work with and they have helped guide us into retirement and have developed with us a sound financial plan for our future. Our SPG manager, Joe Duncan, is always responsive to our needs and questions, and we like working with him. We feel our money is in good hands with SPG and would highly recommend them.”