Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

CAPSTONE Investment Group, LLC, based in Olympia, WA, is a seasoned financial advisory firm with over 100 years of combined fiduciary experience. Founded in 2004 by Patrick McClelland and later joined by Sandra Drennon and Steven Elliott, the firm prioritizes personal relationships and a disciplined approach to money management. With a focus on wisdom, discipline, and understanding, CAPSTONE is dedicated to serving clients by building and managing wealth through meaningful relationships and unbiased advising. The team places high value on individual values, hopes, and fears, delivering active management of client funds with a generational understanding of financial and estate planning needs.Generated from the website

Pacific Portfolio Consulting is a Seattle-based wealth management firm specializing in providing high net worth financial advisory services, ultra high net worth investment consulting, and 401k services management. As a fee-only advisor, they are recognized as a top consultant by Barron's and are known for offering fee-based fiduciary financial advice. With a strong reputation as the best money advisor and top financial planner in Seattle, Pacific Portfolio Consulting also operates as a Trust Company in the area. Their commitment to delivering personalized and comprehensive financial solutions sets them apart as a trusted partner for individuals seeking expert wealth management services. Generated from their website's infomation