Millennial Wealth, LLC Fremont Ave N, Seattle

Millennial Wealth, LLC Reviews

• L

  Lily Schroeder
  1

  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,

• M

  Mackenzie Miller
  5

  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!

• A

  Alex Clausen
  5

  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!

• A

  Alexander Renney
  5

  Been a client now for about two and a half years! Initially, I had reservations about the idea of using a financial planner. This in part was due to the feeling that my relatively simple situation didn't call for it, but also that I'd be able to research and manage my money effectively and independently. I can confidently say my position now is much better than it would have been had I stuck to those convictions. The financial world is complex. Levi's overall value and attention to detail is unparalleled. His work ethic and care for clients is what will keep you on a path to success even in trying times.

  Response from the owner

  We appreciate it Alex, and glad we were able to change your viewpoint on financial planning!