Leverage Planners - Bellevue (WA)

5 /5 Helene Rayevich: Jack and the team from Leverage Planners made me feel like part of the family right away. Their story about the snail, the hare and the turtle convinced me I want to be a turtle. They were extremely patient with me, gave me clear answers to my questions and let me know what I could expect every step of the way. I was hesitant in letting someone else manage my money but now I feel very confident knowing that my money will continue to grow and that Ill have guaranteed income when I retire.

4 /5 t v: The Leverage Planners team helped us find a path from being wage earners with a kid in college to full retirement by laying out a series of manageable steps. We’ve been grateful for our relationship with them, and they have our gratitude. We have confidence that I don’t think we otherwise would have, because of our conversations and our work with them. It’s easy to be a Leverage Planners client.

5 /5 Jeff Jacobs: Thank you to our wonderful Leverage Planners team for planning and hosting the Gala at Newcastle Golf Course. The setting was picturesque, the food was delicious, the band was fun, and the people we met were delightful. It was a special evening to play dress-up, relax, and enjoy with our Leverage Family.

5 /5 Glenda West: The Leverage Planners Annual Gala never disappoints! This year the venue was the Newcastle Country Club. The views from the clubhouse were spectacular! The food was delicious and the live band had us singing along and rocking in our seats. This is an event you dont want to miss!

5 /5 Chris Lensch: Everyone needs a financial advisor who, as a registered fiduciary, puts his clients interests first. David Donhoff and his team have great investment tools and solid retirement strategies. You can sleep well when you put Leverage Planners to work for you!