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Millennial Wealth, LLC Seattle – 4.7★ Reviews & Hours

Millennial Wealth, LLC

Name: Millennial Wealth, LLC
Address: 3518 Fremont Avenue North, Seattle, WA, 98103, US
Telephone: (206) 207-8426
Price range: $$$
Rating: 4.7

Millennial Wealth, LLC: patient, proactive financial guidance for life's big decisions.

4.7

Business

$$$

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››››Millennial Wealth, LLC

About Millennial Wealth, LLC

Millennial Wealth, LLC is a Seattle-based financial consultant helping clients streamline finances and plan for the future. Levi and the team are praised for patient, knowledgeable guidance and quick responses. They assist with windfall planning, first-home purchases, 529s, budgeting, and clear explanations to empower smart financial decisions.

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Location

3518 Fremont Ave N #443, Seattle, WA 98103, USA

Business Info

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(206) 207-8426 millennialwealthllc.com/

Services Offered

Personalized Financial Planning

Tailored strategies for budgeting, investing, and wealth management to meet your unique goals.

Investment Advisory

Guidance on portfolio management, including 529 plans and other investment vehicles, with educational support.

Home Purchase Planning

Assistance with financial preparation and decision-making for first-time or repeat home buyers.

Windfall Management

Expert advice on handling unexpected financial gains to optimize long-term benefits and tax implications.

Flat-Fee Consultation

Transparent, reasonable flat-rate services with responsive email support for ongoing questions and updates.

4.70 · 12 reviews

Overall rating

Lennie Cottrell

via Google

· almost 2 years ago

Levi and his team have helped us streamline our finances and get our future set up for financial success. They are patient and knowledgeable, always willing to answer my questions and make sure I understand the ins and outs of our financial circumstances. They're quick to respond and I feel like they care about us as clients.

Joanie Hopp

via Google

· almost 2 years ago

Excellent client service.

Troy Sanchez

via Google

· almost 2 years ago

Manuel gonzalez

via Google

· almost 3 years ago

Levi is a professional! I highly recommend you work with him to achieve your financial goals.

Ryann Prieser

via Google

· almost 3 years ago

We are having Levi handle our daughter’s 529. As much as I am comfortable/even strangely excited about budgets, I knew I wasn’t very knowledgeable about investing. Levi has the heart of a teacher - I wanted to know why investing in a 529 was a good option, not just necessarily that I should. I love that he is quick to respond to any questions I have.

Braxton baker

via Google

· almost 3 years ago