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Merriman
- Financial Services
- Seattle, WA
About this business
We offer a comprehensive approach to wealth management that includes investment planning, taxes, estate planning, insurance, risk management, charitable giving and more.
Location details
800 5th Ave Suite 2900, Ste 2900, Seattle, WA, 98104, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Scott Christensen is an experienced and highly skilled professional. I came upon a blog article and reached out to go deeper into the technical aspects of taxes, and Scott took the time to delve into complex tax topics and answer my questions. Highly recommend his services if someone is looking for financial planning and wealth management services.
Merriman has been truly phenomenal to work with. From our very first meeting, where they matched us with our financial advisor, to every subsequent meeting with Sierra, we have been blown away at the level of attention and detail in their services. And, somehow, even in this crazy economy, they've managed to add value to our accounts even when the market is down. Highly recommend!
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.
Very friendly, very helpful. They seem to make smart, conservative investment choices that are tuned to how long I plan to keep my money.
Frequently asked questions about Merriman
How is Merriman rated?
Merriman has a 3.6 star rating with 15 reviews.
When is Merriman open?
Merriman is closed now. It will open tomorrow at 9:00 a.m.
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