Badgley Phelps Wealth Managers - Seattle, Washington

Introduction to Badgley Phelps Wealth Managers

Located at U.S. Bank Centre, 1420 5th Ave, Seattle, WA 98101, Badgley Phelps Wealth Managers stands as a reputable financial firm in Seattle, offering comprehensive wealth management services tailored to individual needs. With a direct phone line at 206-623-6172 and an accessible online presence through their website badgley.com, they are well-positioned to serve clients seeking expert financial guidance.

Key Features and Services

Specializing in Financial Planning and Investment Services, Badgley Phelps is committed to helping clients navigate the complexities of the financial world. Their expertise ensures that each client receives personalized advice suited to their unique financial situation and goals. The firm's commitment to excellence is further underscored by its accessible facilities, including a wheelchair-accessible entrance, parking lot, and restroom, making it convenient for all potential clients.

Location and Accessibility

Situated in a bustling part of Seattle, Badgley Phelps Wealth Managers is easily reachable by several modes of transport. Their wheelchair-accessible features demonstrate their commitment to inclusivity, ensuring that every visitor, regardless of mobility, can access their services comfortably. This thoughtful attention to detail reflects the firm's dedication to providing a high-quality service experience.

Client Feedback and Opinions

Clients have expressed high levels of satisfaction, with numerous positive reviews highlighting outstanding service and insightful investment explanations. An average opinion rating of 3.7/5 on Google My Business reflects a generally positive experience. Testimonials such as "The service is outstanding and the returns during a difficult market stand out among the rest" and "Great firm. Excellent service and explanation of investments." paint a picture of a firm that not only delivers on its promises but also exceeds client expectations.

Recommendations for Potential Clients

For those considering wealth management, Badgley Phelps offers a promising option. Their recommended appointment system ensures that clients receive the personalized attention they deserve. Before visiting, it's advisable to prepare by reviewing your financial goals and any specific concerns you wish to discuss. The firm's accessibility and positive reputation make it a solid choice for anyone looking to enhance their financial security and growth.

👍 Reviews of Badgley Phelps Wealth Managers

Remedy V.

1/5

Terrible investment management. They took my mom's very conservative bond portfolio and revamped it completely, putting her in small dollar amount stocks. The value of the portfolio sunk while this firm took a chunk of money in fees. This firm took complete advantage of an elderly woman struggling with cancer with no other source of income.

Office E.

5/5

The service is outstanding and the returns during a difficult market stands out among the rest! Thank you!

fixitstevens

5/5

Great firm. Excellent service and explanation of investments.