Merriman Wealth Management 5th Ave, Seattle

Merriman Wealth Management Reviews

• G

  Gregg Bloom
  5

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

• C

  C Ross
  5

  I cannot recommend Merriman highly enough. Paresh is one of the most kind people I've ever had the pleasure of meeting. This fact, coupled with his deep knowledge of finances and fiduciary morals makes every call/meeting a genuine pleasure. I've also recently worked with Brad, and he's wonderful too. Keep up the great work work guys! I wish more companies operated as you do.

  Response from the owner

  Thank you C R! The team here at Merriman is thrilled to hear such good feedback!

• R

  Rocky Lancaster
  5

  I have done my own trading for years although I am by no means wealthy but middle class. I researched for over 6 months many investment firms. I was skeptical to hand over the investing to someone else. I spent time interviewing each before choosing. I narrowed it down to two. A large well known firm from New York and Merriman was the hands down winner. I have found them to be very personable and family oriented and they have done me well. Their system is a well rounded approach to all aspects of your life to make it better for you.

  Response from the owner

  Thank you very much! Our team works hard to make sure each client feels comfortable turning that investing responsibility over to us so they can spend more time doing what they love. We are so glad you’ve had a great experience with Merriman!

• d

  dsugi
  2

  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

  Mike
  5

  Aaron Spencer has been our advisor since before the "Great Recession". His advice was good then and just keeps getting better. We have now retired comfortably because of Aaron's guidance.

  Response from the owner

  Mike, congratulations on your retirement! We are so happy to hear that you’ve had a great experience with Aaron. Helping clients like you live fully is exactly why we love coming to work every day!

• M

  Marshall Rothman
  5

  Merriman is the place to be if you want your money invested wisely, and as if you invested it yourself. The team at Merriman is a world class team, and they are 100% service oriented toward their clients. They are all wonderful to work with! Simply put, if you want your money to work for you, then Merriman is the place! Safe and sound!!! Customer service is world class, too!!!

  Response from the owner

  Thank you Marshall, we truly appreciate your kind words!

• M

  Mary Ruark
  1

  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.

• Z

  Zh6645h
  2

  Once they find you not fit with the company they will not talk to you again even though that was years ago. The company assume you are a robot and you cannot change. At least that was my experience.

  Response from the owner

  Thank you for your review. We think it is very important to find an investment advisor who fits well with your investment philosophy in order to have the greatest chance of success in following your investment plan and achieving your goals. We understand that we might not be the right match for everyone and are sorry that seems to have been the case for you. We wish you the very best in finding an advisor who will be the right fit for you!