W M S Financial Planners Inc
809 Fairview Pl N Ste 180, Seattle, WA 98109
Reviews
09/20/2016
Provided by YP.comWMS are the best financial planners around. My finances were a complete mess, but the Swaynes helped me get everything figured out in a lot less time than I could have ever imagined. Thanks again!
09/09/2016
Provided by YP.comI can’t begin to thank the Swayne family enough for all the work they did to help me figure out my crazy financial situation. So nice to have someone you can count on when it comes to something so important!
09/01/2016
Provided by YP.comThe advice and service WMS has given me has been extremely helpful for helping me plan my financial future. Can’t recommend them enough!
08/26/2016
Provided by YP.comWhile I realize financial planning is important, you need a solid knowledge about investments to do it right. As someone who is not well-versed in this, WMS has been an invaluable asset for my family and me.
08/19/2016
Provided by YP.comIf you’re in need of insurance, then I highly recommend WMS’s Risk Management Planning, which will make sure you get the coverage you need without insanely high premiums.
08/05/2016
Provided by YP.comThank you WMS for your incredible service! Their knowledge of estate and trust law, along with their wonderful personal suggestions, really helped us to get our finances straightened out.
07/29/2016
Provided by YP.comI was always a bit skeptical about hiring a financial advisor, but so glad I did. WMs helped me figure out how to arrange my investments to maximize my profits, they really did an incredible job.
07/21/2016
Provided by YP.comThank you WMS for helping me find the lowest-cost coverage life insurance plan. It’s such a relief to know that my family will be covered in case of an emergency.
07/07/2016
Provided by YP.comThe team at WMS Financial Planners really work with you to figure out what’s financially best for you and your family. I really appreciated the time and attention they gave me, thank you again!
07/01/2016
Provided by YP.comWMS helped m redo my entire investment portfolio to optimize it for better growth. Really pleased with their service, highly recommend!
06/22/2016
Provided by YP.comThe Swayne family and WMS did a tremendous job helping me sort out my finances and prepare for my future. I feel like a weight has been lifted off my shoulders, thank you so much!
06/17/2016
Provided by YP.comNumbers and dollar signs do nothing but give me a headache. Thanks WMS for getting my finances in order, I honestly couldn’t have done it without you.
06/08/2016
Provided by YP.comI didn’t realize how complicated health insurance could be, which is why I want to give a huge thanks to WMS for helping me find the best coverage!
05/27/2016
Provided by YP.comThe Swayne family really cares about making sure you’re prepared for anything that might happen in the future. Thanks again for all of your hard work!
05/20/2016
Provided by YP.comI had no idea how complicated planning for retirement could be – thanks a lot WMS for helping me get through this process!
05/16/2016
Provided by YP.comThank you WMS for giving me the peace of mind I needed about the future. You really did an amazing job!
More Business Info
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Phone: 206-726-7633
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- Categories
- Financial Planning Consultants, Accounting Services, Financial Planners, Investment Management, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives