Focus Partners Wealth - Seattle (WA)

5 /5 Rocky Lancaster: I have done my own trading for years although I am by no means wealthy but middle class. I researched for over 6 months many investment firms. I was skeptical to hand over the investing to someone else. I spent time interviewing each before choosing. I narrowed it down to two. A large well known firm from New York and Merriman was the hands down winner. I have found them to be very personable and family oriented and they have done me well. Their system is a well rounded approach to all aspects of your life to make it better for you.

5 /5 C Ross: I cannot recommend Merriman highly enough. Paresh is one of the most kind people Ive ever had the pleasure of meeting. This fact, coupled with his deep knowledge of finances and fiduciary morals makes every call/meeting a genuine pleasure. Ive also recently worked with Brad, and hes wonderful too. Keep up the great work work guys! I wish more companies operated as you do.

5 /5 Kaylee McHugh: Merriman has been truly phenomenal to work with. From our very first meeting, where they matched us with our financial advisor, to every subsequent meeting with Sierra, we have been blown away at the level of attention and detail in their services. And, somehow, even in this crazy economy, theyve managed to add value to our accounts even when the market is down. Highly recommend!

5 /5 Marshall Rothman: Merriman is the place to be if you want your money invested wisely, and as if you invested it yourself. The team at Merriman is a world class team, and they are 100% service oriented toward their clients. They are all wonderful to work with! Simply put, if you want your money to work for you, then Merriman is the place! Safe and sound!!! Customer service is world class, too!!!

5 /5 Vivek Iyer: Scott Christensen is an experienced and highly skilled professional. I came upon a blog article and reached out to go deeper into the technical aspects of taxes, and Scott took the time to delve into complex tax topics and answer my questions. Highly recommend his services if someone is looking for financial planning and wealth management services.