What do you want to find?

The Monson Group

Add to Favourites
Write a Review Read our Reviews
5.00 (2 reviews)
The Monson Group
6 main
6.1
Contact Information OUR ADDRESS
10900 NE 8th St Ste 1550
Bellevue, WA 98004

Phone Number
Call (425) 214-0427
Visit our website
http://www.monson-group.com/

Description

We help you stay on track toward a solid future, so that you can enjoy life without worrying about the many important financial matters that keep you up at night when left unaddressed. Providing investment portfolio guidance is only a small piece of what’s needed to provide a worry-free future. We help you make coordinated decisions about your finances ... from getting the kids through college, building sustainable wealth through retirement, and overcoming the rising costs of health care; to protecting your family with proper insurance design and estate plans, reducing loss from estate and income taxes, creating tax strategies for your business, and passing along your legacy in the way you visualize most.

We help remove the stress of dealing with finances that are growing in complexity and help you feel more confident and proactive about the challenges that cross your path.

Location

Bellevue, Washington
10900 NE 8th St Ste 1550

Rating

Your Review Awaits

Here are some suggestions to get you started.

Quality
5.00
Write a Review

Users' reviews

5.00

When I recommend Grant and his team to my clients, I sleep well knowing they are in outstanding care.

Posted by on 10/01/2015

Grant has been one of a select few professionals that I passionately introduce my clients to. As an
Insurance Broker, it's important to me to make sure my clients not only have all their risks
protected, but to also make certain all the pieces of their financial puzzle are in place and
collectively are working toward a common goal.
Grant does an exceptional job communicating, following up, and following through on coordinating
a clients finances.
When I recommend Grant and his team to my clients, I sleep well knowing they are in outstanding
care.

5.00

The plan they made has kept us feeling secure and on board with our personal and financial goals.

Posted by on 02/09/2015

The Monson Group in Bellevue really stands out above the rest. The team started working with us
before we even opened up our business or had children. The plan they made has kept us feeling secure and on board with our personal and financial goals. We now are moving right along feeling
great about our financial plan and the next steps ahead. We have a plan for our business, our
personal, our kids college, our charity, insurance, home, cars, and stocks/IRA. Whenever we need
to make a change, the team is easy to work with and puts our desires first. If you are a busy
professional, the Monson group will not disappoint because they communicate well, are top of the
league and let you get on with whatever it is that you do best. I'm so glad we are with them and
recommend them to all my friends, family and colleagues.