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We are your financial compass!

19020 33rd Ave W #480
Lynnwood, WA 98036
Phone:
  • (425) 774-9053 x 116
Fax:
  • (425) 744-0659

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that can help make you feel confident in your decisions.

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Our Events

We like to hold Client events every year, come check out what's on the calendar!

Events

Contact Us

Please feel free to contact us with any questions.

Contact Us

On behalf of our group - Shari, Jim, Eric, Gail, and Andrea - we would like to welcome you to our website.

We are committed to providing professional, straight forward and personal attention to our clients' every financial need.  While history has shown that markets are volatile, we believe the need for professional advice remains.  We are advisors for all aspects of your financial lives including critical financial questions as well as life's accomplishments.

TO OUR CLIENTS, we welcome you and thank you for your trust and your introductions to friends and family.  We appreciate your business and your most sincere compliment of introducing us to people you care about.  We wil treat them with respect and professionalism.

IF THIS IS A FIRST VISIT TO OUR WEBSITE, we hope it shows our culture.  We have done our best to answer any questions you may have and to introduce you to our unique approach to planning, advice and service. We hope to meet with you soon!

Shari and Jim Jenkins have over 45 years combined service with Waddell & Reed.  Their focus since day one has been to assist their clients in pursuing their financial goals and dreams.

 

Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC, and Federally Registered Investment Advisor.

Waddell & Reed and Greater Puget Sound Solutions are unaffiliated entities.