Elite Wealth Management - Kirkland, Washington

Address: 1014 Market St, Kirkland, WA 98033.
Phone: 4258284300.
Website: elitewm.com
Specialties: Financial planner, Services.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 8 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Elite Wealth Management

Elite Wealth Management 1014 Market St, Kirkland, WA 98033

⏰ Open Hours of Elite Wealth Management

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Elite Wealth Management is a prestigious financial planning firm located at 1014 Market St, Kirkland, WA 98033, offering a wide range of specialized services to help clients achieve their financial goals. Their phone number is 4258284300, and their website can be found at elitewm.com.

This firm distinguishes itself through its commitment to providing personalized financial planning services, ensuring that each client's unique needs and objectives are taken into account. Their specialties include financial planning and various other services, making them a one-stop solution for all your financial concerns.

The office is designed to be fully accessible, with features such as a wheelchair accessible entrance, parking lot, and restroom, ensuring that clients with disabilities can easily access their services. It is recommended to make an appointment before visiting, as it helps the staff prioritize your needs and provide a more personalized experience.

Elite Wealth Management has garnered a strong reputation among its clients, evidenced by their 8 reviews on Google My Business, with an impressive average rating of 5/5. This high level of satisfaction speaks volumes about the quality of services offered and the dedication of the team at Elite Wealth Management.

👍 Reviews of Elite Wealth Management

Elite Wealth Management - Kirkland, Washington
Mo H.
5/5

I've had a fantastic experience with Wealth Management, especially due to the expert advice provided by Mrs. Fariba Ronnasi. The company offers sound financial consultations tailored to my risk tolerance, which has been incredibly beneficial. Communicating with this excellent company has always left me reassured because of their reliability and the accurate guidance they provide on investment risks and benefits. With their help, I've been able to make informed decisions about the best solutions for my financial needs. Over the years, their team has consistently demonstrated a keen foresight in market trends and financial matters, proving their expertise time and again. I am truly grateful for their support and the peace of mind it brings.

Elite Wealth Management - Kirkland, Washington
Guy T.
5/5

I have been an EWM client for many years. I am a 30 year high-tech industry veteran but I am not a financial wizard and so I wanted to find a financial expert that I could trust to help me build wealth. I found that in Fariba Ronnasi and EWM. Over the years, Fariba has demonstrated unprecedented intuition in the financial industry and has managed a significant portfolio for me that has enjoyed continuous above-market gains. I recommend Fariba and EWM without reservation to anyone who wants to invest - don't wait!

Elite Wealth Management - Kirkland, Washington
Michael M.
5/5

I’ve been a client at EWM for several years now and have been extremely satisfied with the exceptional customer service that I have been afforded… Like clockwork, each quarter the staff at EWM, Robyn, Kevin, Robert, and Yinmo contact me for my in-person review with Fariba (who is nothing short of fabulous) where I receive a full, detailed analysis of the current market and investments.

From day one, I have had complete confidence in Fariba and staff at EWM and feel that if you are looking for an advisor that you would experience the same exceptional service.

Elite Wealth Management - Kirkland, Washington
What T. I. I.
5/5

Fariba and her team have been assisting me with my portfolio for over 6 years now, and I am very satisfied with her performance. Finance and management is on her mind 24/7. . She always has a pulse on the market trends, activity and strategies. She stays informed politically and economically, watching financial conditions both nationally and globally. Another practice that Fariba has with her clients are quarterly reviews. This has not been my experience with other advisers or trustees. As Fariba client, you will meet with her every 3 months to review your portfolio,ask questions and get clarification on all aspects of your portfolio. On a personal note, several years ago, My daughter had a medical condition. The cost was nearly $70,000 out of pocket. That year, Fariba was able to earn for me a rate of return of 20.15 percent on the value of my assets . Im sure my portfolio is small in comparison with the majority of her clients, but Fariba has gone the distance for me. She is passionate and driven. I recommend her and her fabulous team that Elite highly

Elite Wealth Management - Kirkland, Washington
H S.
5/5

Elite Wealth Management is a great organization that has always provided me with professional expertise to manage my money. They are very passionate about investing and they always are diligent to stay on top of the market and act as a great fiduciary for their clients. They exemplify integrity, honesty, and I would recommend Elite without hesitation!

Elite Wealth Management - Kirkland, Washington
D S.
5/5

Phenomenal returns. Management that truly understands the market. We are very happy with their results over the years. Truly market beating professionals.

Elite Wealth Management - Kirkland, Washington
Tom E. H.
5/5

Elite Wealth Management - Kirkland, Washington
Cedric C.
5/5

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