Millennial Wealth, LLC-0
Millennial Wealth, LLC-0
Financial Planner

Millennial Wealth, LLC Fremont Ave N Seattle, Washington

4.4
(4)Check map
Phone:
+1 206-207-8426
Website:
https://millennialwealthllc.com/
Address:
3518 Fremont Ave N #443, Seattle, WA 98103, United States
Hours:
Wednesday8AM–5PM
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    Services

    • Estate planning

    • Financial planning

    • Insurance purchase consulting

    • Investment advising

    • Retirement savings consulting

    • Tax planning

    • Wealth management

    • Accounts Insurance

    • Advisory Services

    • Alternative Investments

    • Cash Flow & Budgeting Advice

    • Cash Management

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    Millennial Wealth, LLC Reviews

    4.4 stars based on 4 reviews

    Featured Comments:

    • M

      Mackenzie Miller

      5.0

      Levi is fantastic. With the reasonable flat rate he is also very responsive to email updates and questions as financial decisions come up in life. Levi helped us over the last year with planning how to handle an unexpected windfall. He helped us through planning our first home purchase and has been responsive and helpful. I'm so glad we decided to hire him last year!

      Response from the owner

      We appreciate it Mackenzie, and it's a pleasure working with you!

    • L

      Lily Schroeder

      1.0

      I booked a consultation online and received a confirmation email. Shortly afterwards I received a cancellation notice informing me that “we don’t think we’ll be the best fit for your needs”. If that were the case it seems that I would be making that decision, not them. They based that off of about 4-5 preliminary questions online without ever having spoken with me. They mention on the website that there is “no account minimum” and they bring “financial planning to everyone”. That’s clearly not the case.

      Response from the owner

      Hi Lily, We're sorry you feel this way without ever having interacted with us or our services. We ask 13 questions in our "free consultation" questionnaire, if we feel that prospective clients do not fit our "niche" clientele from the questionnaire, then we direct them to other Financial Planner/Advisor directory sites, such was the one we emailed you in response to the cancellation. That way we're ensuring you're not wasting your time or ours, and you're able to find an advisor that is best suited for your unique situation. We do have a zero account minimum, but that does not mean we base our decisions on who to work with entirely on account sizes, several other factors come into play in order to ensure we're the best fit and able to provide the most value to our clients. Thank you,

    • A

      Alex Clausen

      5.0

      I’ve been a client of millennial wealth for about 3 years now and have had a wonderful experience. Not only have a learned a ton about personal finances, but Levi has provided extremely helpful insights to managing my wealth. Levi truly cares and will proactively drive things for you, making some of these complicated decisions much easier. Highly recommended!

      Response from the owner

      Thank you Alex, we're glad you've not only learned a lot, but benefited from our services!

    More reviews (1)

    Payday Loan Calculator

    Estimated Payment

    $ null

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

    Payment Breakdown

    Map & Direction

    Directions
    Hours:
    CLOSE
    • Wednesday :8AM–5PM
    • Thursday :8AM–5PM
    • Friday :8AM–5PM
    • Saturday :Closed
    • Sunday :Closed
    • Monday :8AM–5PM
    • Tuesday :8AM–5PM
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    FAQs

    • 1. How to Make Contact With Millennial Wealth, LLC?

      You may reach them by dialing this phone number +1 206-207-8426. Filling out their online form on their website can be helpful.

    • 3. What Services Does Millennial Wealth, LLC Provide?

      Millennial Wealth, LLC also provides these services:
      Estate planningFinancial planningInsurance purchase consultingInvestment advisingRetirement savings consulting See more services from Millennial Wealth, LLC.

    • 5. Is Millennial Wealth, LLC an Agency or a Lender?

      Millennial Wealth, LLC is a Financial planner. However, WeLoans, as a lending broker, can assist you in connecting with more than 100+ lenders to get no credit check loans.

    • 2. Where Can I Find Millennial Wealth, LLC? How Do I Locate It?

      Millennial Wealth, LLC is at 3518 Fremont Ave N #443, Seattle, WA 98103, United States. Simply use the map to discover the shortest path. You can find more similar loan stores here.

    • 4. How Can I Obtain a Loan at Millennial Wealth, LLC?

      You can complete the online application form on their website. If you need loans on the same day, you can reach on WeLoans for more information.

    • 6. What if I'm Unable to Repay My Loan?

      The best way is to speak with your lender if you think you might have difficulties making your payments on your loans. Your lender may either agree to modify your due date or let you skip payments for several months.

    • 7. Is Millennial Wealth, LLC Provide Bad Credit Loans?

      Yes. However, if you want to get bad credit loans, WeLoans is a good option.