Keywords: establishment,finance,point_of_interest

Family Wealth Management Group - UBS Financial Services Inc. - Seattle (WA)

Address: 🏡 925 Fourth Avenue 31st and 32nd Floors, Seattle, WA 98104
Phone : +1 (206) 287-8815
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJETS4S4JrkFQR5WaSFT7Chxs

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Jo Gerdin: Steve was fantastic in helping us roll our 401K account into a new IRA. He was very patient and was willing to come to our home to learn more about our specific situation and to help us finish paperwork. He also helped us with some long term planning and budgeting and helped us put another 100K into the markets. He did. a fantastic job.
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Toby vanRoojen: Worked with Joe for years with great success. Honest earnest advice I can trust.
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J Middleton: Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Steph has this and more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.” – Kam Middleton CFP
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MizzAugust “MizzAugust”: If my Mother could see (but she has passed on) how shabbily they have treated me with the money she left me, she would grab it right away from them. They have taken an amendment in her will and changed it to meet their needs= keeping ALL the money, turned down my health needs, told me- MY MEDICAID COULD TAKE CARE OF ME, IHAVE BEEN OFFERED MORE MONTHLY MONEY, IN EXCHANGE FOR NEVER USING MY MONEY FOR MY HEALTH NEEDS, DO NOT EVER LEAVE YOUR MONEY FOR YOUR LOVED ONES, IN THE HANDS OF THIS BANK!! A COMPLETE & TOTAL HORROR SHOW, AMAZINGLY GREEDY. I AM HER ONLY CHILD.
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mikel sam: John Aronson, CFP is great! He actually cares about me and what I want, and I dont feel pushed to buy something that I dont want or need. He is genuine and authentic, and thats the kind of person I want on my team. Cant recommend John highly enough!
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scrub44: kari and lee are amazing.
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fixitstevens: Great firm. Excellent service and explanation of investments.
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