Merriman Wealth Management-0
Merriman Wealth Management-0
Investment Service

Merriman Wealth Management 5th Ave, Seattle, Washington

3.6
(8)Check map
Phone:
+1 206-285-8877
Website:
http://www.merriman.com/
Address:
920 5th Ave Suite 2720, Seattle, WA 98104, United States
Hours:
Tuesday7AM–4PM
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    Services

    • Estate planning

    • Financial planning

    • Wealth management

    • Alternative Investments

    • Brokerage Accounts

    • Directed Investment

    • Individual Investment

    • Investment Portfolio Management

    • Investment Strategy

    • Wealth Transfer

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    Merriman Wealth Management Reviews

    3.6 stars based on 8 reviews

    Featured Comments:

    • G

      Gregg Bloom

      5.0

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

    • d

      dsugi

      2.0

      They put me in an interval fund that I am still trying to get out of after four years. I am afraid it may take two more years to get out of it. Not happy.

      Response from the owner

      We're sorry to hear this happened. It can take some time to get out of interval funds and with a long-term investment horizon that generally isn't an issue. However, it should never take that long. Please reach out to us directly and we'll do everything we can to help.

    • M

      Mary Ruark

      1.0

      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

      Response from the owner

      Mary, we're disappointed to hear you didn't have a good experience with us. We think it is very important to find an investment advisor who fits well with your investment philosophy for the greatest chance of success in following your investment plan and achieving your goals. Finding this match is so important, and it's one of the reasons our process for getting to know new clients is quite thorough. I see that you declined to go through these steps with our team, and in this I think we failed you - we may have been able to identify sooner that we were not the right match for you. We can assure you that Merriman does bring significant financial experience to the table, and our incredible team of certified financial advisors relies on decades of internal and external academic research to support our portfolio development. Those for whom our investment philosophy is a match find that we are able to take a load off their shoulders - they no longer have to worry about investing wisely and can simply live fully. We wish you the best and hope you find an advisor who will be able to do that for you.

    More reviews (5)

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    Estimated Payment

    $ null

    • Total Principal Paid:$ 1,000.00
    • Finance charge:$ 255.62
    • APR: 311.00 %

    Payment Breakdown

    Map & Direction

    Directions
    Hours:
    CLOSE
    • Tuesday :7AM–4PM
    • Wednesday :7AM–4PM
    • Thursday :7AM–4PM
    • Friday :7AM–4PM
    • Saturday :Closed
    • Sunday :Closed
    • Monday :7AM–4PM
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    FAQs

    • 1. How to Contact Merriman Wealth Management?

      Dial +1 206-285-8877. You can fill in contact form for further negotiation.

    • 3. What Kind of Loans Does Merriman Wealth Management Offer?

      Merriman Wealth Management provides services as follows:Estate planningFinancial planningWealth managementAlternative InvestmentsBrokerage AccountsClick here to find more details from Merriman Wealth Management.

    • 5. Does Merriman Wealth Management Perform as an Agency or a Lender?

      Merriman Wealth Management is a Investment service that may accept all kinds of loans. Besides, you can try WeLoans that will help you find the best lenders for you to compare.

    • 2. What's the Address of Merriman Wealth Management?

      920 5th Ave Suite 2720, Seattle, WA 98104, United States is the location of Merriman Wealth Management. You can find more nearby loan stores in Washington here.

    • 4. How to Get a Loan at Merriman Wealth Management?

      You can follow on their website if you want to get loans.

    • 6. What if I Fail to Pay My Loan On Time?

      You need to talk with your lender for negotiation in advance if you can't clear the debt.

    • 7. Does Merriman Wealth Management Accept People with Bad Credit?

      Sure, feel free to contact them for more details before you make any decision.