Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Lynnwood is here for you, serving the areas of Seattle, Lynnwood, Everett, Mount Vernon and Bellingham. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your... Read More about Edelman Financial Engines

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Andrew Brandt is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Lynnwood, WA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Andrew Brandt - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Robin Welch is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Lynnwood, WA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Robin Welch - Thrivent

I’m passionate about using my skills to help others in meaningful ways. I really enjoy the complexity that goes into helping resolve someone's financial questions, concerns or problems, and I find it incredibly rewarding to see the stress lift off their shoulders when they realize they have a solid plan. Outside of work, I care deeply about being the best... Read More about Cameron Fyhrie - Edelman Financial Engines

I enjoy helping clients simplify their finances and develop long-term strategies designed to protect, grow, and support their wealth over time. My approach focuses on creating clear, personalized financial plans that help clients make confident decisions and stay on track toward their goals. Outside of financial planning, you’ll find me enjoying the backcountry mountains, rivers, streams, and lakes of the... Read More about AJ Frega - Edelman Financial Engines

For over 30 years, I've helped many families and organizations with their financial planning and investment management needs. I believe in serving clients as a trusted confidant, coach and financial quarterback, which entails going far beyond the numbers. Because as I tell people often, life is not a spreadsheet. Away from the office, I'm an avid outdoors enthusiast who enjoys... Read More about Douglas Custer - Edelman Financial Engines

When I’m not working as a financial planner, I love being out in nature and disconnecting from the digital world – camping, fishing and just enjoying the peace and tranquility of Arizona. In fact, my perfect vacation would be staying in a cabin near a lake. The part of my job that inspires me most is when I can help... Read More about Bradley Holly - Edelman Financial Engines

With our team approach, we are able to put more effort into better and higher quality marketing than most agents in the area, resulting in getting our clients in front of more buyers. In addition, we feel negotiating skills are by far the most overlooked asset an agent brings to the table. Quite often we are negotiating an increase of... Read More about Grant Team Properties RE/MAX Elite

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.