Merriman Wealth Management - Seattle, Washington

Address: 920 5th Ave Suite 2720, Seattle, WA 98104.
Phone: 2062858877.
Website: merriman.com
Specialties: Financial consultant, Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Gender-neutral restroom, Restroom, Appointments recommended.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 4.3/5.

📌 Location of Merriman Wealth Management

☎️2062858877

⏰ Open Hours of Merriman Wealth Management

Monday: 7 AM–4 PM
Tuesday: 7 AM–4 PM
Wednesday: 7 AM–4 PM
Thursday: 7 AM–4 PM
Friday: 7 AM–4 PM
Saturday: Closed
Sunday: Closed

Merriman Wealth Management, located at 920 5th Ave Suite 2720, Seattle, WA 98104, is a renowned financial consulting and planning firm that has been providing exceptional services to its clients for many years. The company specializes in offering personalized financial advice tailored to each client's unique needs and goals, making them a trusted name in the industry.

Address and Contact Information

Merriman Wealth Management's office is conveniently situated in the heart of Seattle, with easy access to public transportation and parking facilities. You can reach their dedicated team by calling them at 2062858877 or visiting their website at merriman.com.

Specialties and Services

With a focus on financial consulting and planning, Merriman Wealth Management's team of experts helps clients navigate the complex world of investments, retirement planning, and estate planning. They work closely with their clients to develop comprehensive strategies that aim to optimize their financial well-being.

Other Points of Interest

Merriman Wealth Management understands the importance of accessibility, which is why they offer wheelchair-accessible entrances, parking lots, and restrooms. Additionally, they provide gender-neutral restrooms for the comfort of all their clients.

Client Reviews and Opinions

The company has received an impressive 4.3/5 stars on Google My Business, with 10 reviews. Clients consistently praise the firm for its exceptional attention to detail, personalized approach, and value-added services, even in challenging economic conditions. One satisfied client mentioned, "Merriman has been truly phenomenal to work with. From our very first meeting, where they matched us with our financial advisor, to every subsequent meeting with Sierra, we have been blown away at the level of attention and detail in their services."

Final Recommendation

If you are seeking a reputable and reliable financial consulting and planning firm, Merriman Wealth Management is an excellent choice. Their commitment to personalized service, expert advice, and accessibility sets them apart from the competition. We highly recommend visiting their website at merriman.com to learn more about their services and to schedule an appointment to discuss your unique financial needs.

👍 Reviews of Merriman Wealth Management

Merriman Wealth Management - Seattle, Washington

Kaylee M.

5/5

Merriman has been truly phenomenal to work with. From our very first meeting, where they matched us with our financial advisor, to every subsequent meeting with Sierra, we have been blown away at the level of attention and detail in their services. And, somehow, even in this crazy economy, they've managed to add value to our accounts even when the market is down. Highly recommend!

C R.

5/5

I cannot recommend Merriman highly enough.

Paresh is one of the most kind people I've ever had the pleasure of meeting. This fact, coupled with his deep knowledge of finances and fiduciary morals makes every call/meeting a genuine pleasure.
I've also recently worked with Brad, and he's wonderful too.

Keep up the great work work guys! I wish more companies operated as you do.

Vivek I.

5/5

Scott Christensen is an experienced and highly skilled professional. I came upon a blog article and reached out to go deeper into the technical aspects of taxes, and Scott took the time to delve into complex tax topics and answer my questions. Highly recommend his services if someone is looking for financial planning and wealth management services.

Rocky L.

5/5

I have done my own trading for years although I am by no means wealthy but middle class. I researched for over 6 months many investment firms. I was skeptical to hand over the investing to someone else. I spent time interviewing each before choosing. I narrowed it down to two. A large well known firm from New York and Merriman was the hands down winner. I have found them to be very personable and family oriented and they have done me well. Their system is a well rounded approach to all aspects of your life to make it better for you.

Marshall R.

5/5

Merriman is the place to be if you want your money invested wisely, and as if you invested it yourself. The team at Merriman is a world class team, and they are 100% service oriented toward their clients. They are all wonderful to work with!

Simply put, if you want your money to work for you, then Merriman is the place! Safe and sound!!! Customer service is world class, too!!!

Roundball

5/5

Aaron Spencer has been our advisor since before the "Great Recession". His advice was good then and just keeps getting better. We have now retired comfortably because of Aaron's guidance.

Gregg B.

5/5

Very friendly, very helpful. They seem to make smart, conservative investment choices that are tuned to how long I plan to keep my money.

Mary R.

1/5

The worst financial advice we ever had. RUN, dont walk away from this organization. If anyone connects with them. They simply dont have any sence or financial experience