Keywords: establishment,finance,point_of_interest

Sawston Wealth Management, LLC - Olympia (WA)

Address: 🏡 2010 Caton Way SW #204, Olympia, WA 98502
Phone : +1 (360) 464-2025

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJxQi38VJ0kVQR_i29ux1Lh38

Others Near Olympia,WA

  • Top 15 Financial Advisors in Olympia, WA

    09-2025 Sawston Wealth Management, LLC in Top 15 Financial Advisors in Olympia, WA
  • Jill V Tokarczyk, MBA - Morgan Stanley - Olympia
    The Bloom Williams Group - Olympia
    Armour Wealth Advisors, LLC - Tumwater
    Chuck Robinson: Sam has been a terrific help to us in understanding and managing our investment portfolio. He doesn’t take a cookie cutter approach to investing. Instead he carefully assesses individual goals and needs and makes appropriate suggestions and recommendations. We love working with him. And, would be remiss in not mentioning how great Kelli is in managing the details of our account. It’s hard to imagine having a better financial advisor.
    Office of Financial Management - Olympia
    joe jonart: extremely informative and helpful. Great website, and the ability to contact folks on the phone if necessary. Thanks.
    Alex Young - Morgan Stanley Financial Advisor - Olympia
    Cameron Wealth Management, Inc - Lacey
    Thomas Baker: This place is great they will take really good care of you and your money very friendly people.
    One Washington Financial - Olympia
    PacStar Financial LLC - Olympia
    Chris Stoll: My husband and I were owners of a small business - he had retired in 2019 and I was due to retire at the end of 2022. Our partner intended to keep the business open. Well for over 30 years I did most of the administrative work, including all of the accounting and payroll, except for the annual tax return. We were all working out of our homes so it didnt seem to right to hire an employee. At the time, we were using a large accounting firm for our annual tax return and we asked about taking on our business for "every day" bookkeeping - nope, their specialty was working with larger firms. So the search began! I researched several other firms and it just didnt "click". Turns out I saved the best for last when I met with Shari Cox of PacStar Financial! Small business? Her specialty! Shari is friendly, compassionate, easy to work with and importantly, an excellent accountant! I highly recommend Shari and her team for your small business!
    Matthew McCracken - COUNTRY FINANCIAL - Lacey
    Elisebeth Rose: Very helpful and knowledgeable! Matt was able to help me with multiple insurance policies!
    Cash Oasis - Olympia