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Learn To Navigate & Reach Your Goals

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How We Build Your Financial Plan

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Invest In A Brighter Future

Investment Services

Existing Wealth Management

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Menzies Financial is comprised of an experienced team of LPL Financial Planners located in Stanwood, WA that are ready to assist you in pursuing your financial goals. We provide financial planning, investment management, insurance services and more, and are proud to offer the state of the art financial planning software, Wealth Vision.

Our office is located at 9733 271st St NW Suite 4 Stanwood, WA 98292. Our service area extends up and down the I-5 freeway to Island county, Skagit county, Whatcom county, Snohomish county, King County, as well as west on WA-532 to Camano Island. Contact us to set up a free consultation meeting to discuss your financial future.

 

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Personal Financial Planning

We help guide you with important life questions such as…

  • How much do I need to save to retire?
  • How should I invest my assets?
  • How should I pay off my debt?
  • Can I afford to donate to my church or a charity?

 

Insurance Management

We assist you in choosing the right plan for your family…

  •  Life Insurance
  • Long Term Care*
  • Disability Insurance*
  • Health Insurance*
  • Auto, Home and Umbrella*

*LPL does not offer these lines of insurance

Investment Services

We make recommendations and analyze your current investments including…

  • IRA’s
  • Rollovers
  • 529 Plans
  • Fixed & Variable Annuities
  • 401K
  • Non-Qualified Plans
  • REIT’s and Structured Products