Financial Planners in Seattle

“Jordan Graham is the best! He offered the best Tax efficiency and business account advise for our newer SEO Kirkland agency we created at no monthly charges. At first we were skeptical that we were going to have to pay a lot but Jordan only gets paid when we profit.“

“Great people, Rory is awesome , very helpful, he is down to earth and really smart.“

“Clear, concise answers to all of our retirement questions. Jason is a wealth of knowledge and super easy to work with.“

“Quick service and allocated parking. Extra friendly staff. It's my new preferred branch“

“The service is outstanding and the returns during a difficult market stands out among the rest! Thank you!“

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“I moved from a managed Financial Advisor program to self-directed with the help of the Creative Money team. I've been fortunate to have my financials in order but wanted to boost my confidence to roll out a "set and forget" plan that worked for me and my family short and long term. I've been pleasantly surprised with the high level of professionalism, business acumen, diligence and warmth from the team. I have been especially attracted to the process this team has in place to keep you honest to achieve your goals but yet making it easy and going the extra mile to provide transparency and honest feedback on things that an investor need to keep in mind. I personally worked with Brett who has taken the time to walk through extensive details and several scenarios of what the future might look. I'll certainly recommend working with this team!“