8:30AM - 4:30PM
925 4th Ave Suite 3600, Seattle
Financial Planners
“Would like to thank Marianne Li for helping me navigate the nuances of self-managed vs. robo-advised vs. actively managed accounts for my assets. There are a lot of considerations and she was able to thoroughly explain and provide the resources needed for me to make an informed decision.Ask for Marianne when you are there“
“Great people, Rory is awesome , very helpful, he is down to earth and really smart.“
“Finding a fee based financial advisor has been on my list for a while now and I feel extremely lucky to have found Creative Money. I wanted a roadmap and a plan to show where we stand currently and how to get where we want to be regarding investments and retirement, etc. We were connected with Sam on Mindy's team and she delivered precisely what we wanted and needed. They don't money shame you and are so supportive of your personal goals and efforts and are extremely knowledgeable in all things finances. Sam not only put together our financial big picture but shared solid advise and strategies that made us feel so good when we left our meeting. I would highly recommend them to anyone who is looking for an advisor, especially if you don't necessarily want one that requires you to invest in any of their associated products, etc. They really are there to just help you plan for you with no strings attached!“
7:30AM - 4:30PM
U.S. Bank Centre, 1420 5th Ave, Seattle
Financial Planners
“The service is outstanding and the returns during a difficult market stands out among the rest! Thank you!“
Financial Planners
Financial Planners