Anthony D.
11/20/2013
We have nothing but the highest praise, for Paresh Kamdar at Merriman. Sincere financial guidance, lots of patience and genuinely cares about the relationship. This guy is an asset to the...
Merriman
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800 5th Ave Ste 2900
Seattle, WA 98104
Merriman has joined forces with Focus Partners Wealth, an organization dedicated to providing a comprehensive range of wealth asset and business management resources. With an emphasis on strength, innovation, and partnership, they aim to assist clients at every stage of their financial journey, from retirement planning to business growth.
Your personal relationship with Merriman remains central to their approach, as they prioritize individualized service to help clients control their financial futures. Their commitment to client relationships will serve as the foundation for the firm's continued growth and success.
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Reviews
3.59 reviewsJohn D.
8/7/2019
I have been with Merriman Wealth Management for over 10 years. I find their ethics, cost structure, and personal attention excellent. I have my sister account their also for whom I have Power of...
Mark J.
7/18/2008
After our business received correspondence from Berkman Purdy & Lindstrom that they were moving to a high-rent tower in downtown Seattle, changing their name to 'Merriman Berkman Next', and...
Andy M.
6/20/2018
I see the reviews are mostly old but I am a current client and couldn't be happier. It feels like I am investing with friends instead of a wealth management company. After seeing a bunch of cheezy...
Lee G.
5/3/2009
After their accountant made a costly omission, they denied responsibility and basically left us on our own. They seem to be more interested in their own profits than watching out for their...
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