Jon S.
10/4/2025
Financially, we are a small potato. But they make us feel like we're worth a million bucks. They've taken great care of our money and guided me (patiently) through setting up an account for the...
Menzies Financial
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(3)
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9715 271st St NW
Stanwood, WA 98292
Menzies Financial is a financial planning firm located in Stanwood, WA. We offer a wide range of financial services, including portfolio management, retirement strategies, estate strategies, and education strategies. We also work with small business owners to help them manage their cash flow and make sound financial decisions. We are committed to providing our clients with the highest level of service and education. We believe that everyone deserves to have a sound financial plan, and we are here to help you achieve your financial goals. If you are looking for a financial advisor in Stanwood, WA, please contact Menzies Financial today. We would be happy to discuss your financial situation and help you create a plan that meets your needs.
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Reviews
5.03 reviews
Diane T.
2/27/2025
My husband turned over our retirement and savings to them, maybe 9 yrs. ago. He had met Will and trusted him. Now his son has taken over and he has helped me in many ways. I trust the entire...
Tarra B.
3/18/2021
Where do I start. Well pretty simple, basically I was referred to Menzies Financial, by my girlfriend who also uses them. Easiest thing I've ever done or opened in my life. I never even stepped...
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