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.

Regardless of your life stage, income or goals, I can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets. It is my goal to assist my clients in developing a comprehensive personalized financial plan that effectively weighs short-term needs and long-term objectives. We hope your... Read More about Forney Financial

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

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.