Reviews for Ostlund Wealth Advisors

Mar 2019
Dan is wonderful to work with. He is authentic in the way he cares about me and truly wants me to do well with my finances. I am retiring this year and he is taking me through the steps one at a time, willing to write letters, make calls and has even offered to go with me to the Social Security office! He treats me like family and I really feel that way. Times are tough money-wise but with him leading the way, I feel confident and secure about my future and that is gold!

From Ostlund Wealth Advisors

Ostlund Wealth Advisors believes everyone should be able to live the retirement they have always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services to enable you to address your financial needs and concerns. We have been the trusted source for retirement planning and investments in the Puget Sound region since 1987.