TFS Advisors, LLC

Financial Planners, Financial Advising

100 2nd Ave S #300, Edmonds, WA 98020

Reviews for TFS Advisors, LLC

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  • Aug 2024

    Terwedo Financial Services (TFS) is a financial advising firm that emphasizes building partnerships with its clients. Referred by a trusted attorney, small business owners seeking financial guidance found TFS to be a valuable resource. TFS provided a personalized strategy for managing both business and personal finances, including planning for retirement. Recognizing the unique challenges faced by business owners, TFS introduced the clients to a specialized accountant and tax strategist, improving their financial management. TFS is commended for its responsiveness, expertise, and accessibility. The firm's team, including Dale, Aaron, and Dessie, is praised for promptly addressing client inquiries and providing clear direction. Their guidance has instilled confidence in clients' ability to achieve their financial goals. Beyond financial expertise, TFS cultivates strong relationships with its clients, fostering a sense of trust and friendship. The firm's dedication to understanding individual client needs extends to researching complex topics like long-term care insurance and offering support during personal challenges. This personalized approach has led to client referrals, including from family members, further solidifying TFS's reputation as a trusted financial partner.

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Hours

Monday: 8 AM - 5 PM
Tuesday: 8 AM - 5 PM
Wednesday: 8 AM - 5 PM
Thursday: 8 AM - 5 PM
Friday: 8 AM - 5 PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5 BBB BBB: A+

TFS Advisors, LLC

100 2nd Ave S #300, Edmonds

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