Reviews of Merriman Wealth Management (Financial Consultant)

800 5th Ave Suite 2900, Seattle, WA 98104, United States

DESCRIPTION

Here we offer you the reviews of real people who know the products and services of Merriman Wealth Management (Financial Consultant) in the state of Washington.

At the present this business has a score of 3.4 stars over 5 and that rating is based on 7 reviews.

You may have noticed that it has an average rating is average, and it's based on an average of feddbacks, so the valuation is rationally reliable, although it doesn't have a large number of scores to grant it total reliability.

You know that we don't usually bother to write reviews when these are correct and we usually do it only if we've had a problem or incidence...

This Financial Consultant is included in the category of Financial planner.

Where is Merriman Wealth Management?

REVIEWS OF Merriman Wealth Management IN Washington

John A.

Lost 30% of my portfolio in a bull market...completely unacceptable.

h6645h

Once they find you not fit with the company they will not talk to you again even though that was years ago. The company assume you are a robot and you cannot change. At least that was my experience.

C R

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.

Rocky Lancaster

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.

Mike

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.

Juan Morata

Marshall Rothman

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!!!