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TrueWealth Financial Partners
- Financial Services
- Bellevue, WA
About this business
Location details
11747 NE 1st St, Suite 220, Bellevue, WA, 98005, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I am not using their services yet as it’s too early for me for what they specialize in, but they provided some helpful advices regardless.
A Truly Exceptional Financial Planning Experience Working with Kari and Glenn has been nothing short of outstanding. From our very first meeting, they took the time to genuinely get to know us—not just our financial situation, but our goals, values, lifestyle, and priorities. It was clear that they weren’t offering a one-size-fits-all solution but rather crafting a retirement and financial plan that was uniquely tailored to us. Both Kari and Glenn have a gift for making complex financial concepts feel approachable. Whether i... read more
EDIT: Company called to see how to improve/clarify their website and provide an alternate option. Raising rating for that reason but leaving review to help guide future searchers not within 2 years of retirement. Original: Wasted valuable time reviewing and selecting this company only to have them cancel the intro call, saying they'll only work with people within 2 years of retirement. This critical piece didn't seem mentioned anywhere on their website.
Working with Kari Kokenge at TrueWealth Financial Partners on our financial and retirement planning has been an exceptional experience. Kari is not only highly knowledgeable but also a natural teacher. She walked us through each step of the process with patience and clarity, making sure we understood the reasoning behind every option and decision. What impressed us most was how she truly listened and considered our situation from every angle, bringing forward strategies and opportunities we hadn’t even known existed. The res... read more
Frequently asked questions about TrueWealth Financial Partners
How is TrueWealth Financial Partners rated?
TrueWealth Financial Partners has a 5 star rating with 59 reviews.
When is TrueWealth Financial Partners open?
TrueWealth Financial Partners is open now. It will close at 5:00 p.m.
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