Financial Advising in Lynnwood, WA

“James Russell PLLC handled the tax accounting for my parents' estates for which I was the executor. During this difficult time, Raelyn and Dawn at James Russell were incredibly helpful. Navigating the complexities of estate taxes is not easy and we will always be grateful for how much they stepped in with support and guidance and high level professionalism during a difficult time. This is a very high quality CPA firm. Thank you so much for everything.”

“All I can say is Aaron Wolfe has helped me make great money. I feel lucky to have found him. He knows what he’s doing and compared to my other family members, my portfolio is “smoking”! I’ve worked with other financial planners, and the bottom line is, “I’m happy I found this guy.” My only regret is that I didn’t find him sooner! I heard about him from someone who focuses on the stock market and had nothing but high praises for Aaron.Do I want someone who can grow my money the best or someone who returns my call? Yah, I know, those return calls are important, but if I had to pick one or the other.......hmmm.......... I want the money!!!!Show me the money!!!!!!!!”

“I've been with CWM for over 25 years and I will be with them for another 25 assuming I am around!

They were recommended to me and my family members when I first moved to the PNW and there has never been a moment when I have second-guessed the decision to go with CWM. Even during chaotic financial times, I know that the knowledge, systems, and right people are in place to ensure that my family and I are taken care of.

I TOTALLY trust everyone there regardless of who I'm working with and no matter how big or small our interaction is. I have personally interacted with nearly every member of the team and every one has made me feel special.

Recently, I have had meetings with Brian and Chase and both are AMAZING. For their knowledge, direction and kindness amongst many other things. I always walk away feeling heard and appreciated and I know that my success matters. And, I love a good sense of humor!

I come from 33+ years at Nordstrom and I have high expectations regarding customer service - CWM consistently exceeds all of them. In addition to informational and enjoyable newsletters, webinars, events, etc., they are also very community-minded and their support of PAWs, schools, teams, etc. shows they have heart and I like being aligned with a company that is so much more than a business.

What an amazing team - truly the best.”

“(Translated by Google) I tried fries with bacon and cheese, you just lick your fingers! The sandwich is better to take tereyaki, I took a simple one, it was very understandable, even a moth was not enough! Therefore, if you love sharper, stronger, take tereyaki! In any case, everything is edible!(Original)Попробовал картошку фри с беконом и сыром просто пальчики оближешь! Сэндвич лучше брать тереяки, я взял простой он был очень понятный даже моли не хватало! Поэтому если вы любите поострее, прочнее, берите тереяки! В любом случае все съедобно!”