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Every client. Every story.

Every detail matters

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.

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Our Services

We are Menzies Financial, an independent financial services firm in Stanwood, WA. We have more than 80 years of combined experience creating personalized financial plans for individuals, families, and professionals. As an independent firm, we are not tied to proprietary products.

Financial Planning

Financial Planning

Manage your affairs during your lifetime and beyond.

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Investment

Investment

Create an investment strategy that's right for you.

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Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Family

Family

We look forward to helping you and your loved ones explore their financial goals.

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Our Three Step Process

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

STEP

1

Equip

Gather facts, discuss goals, get the whole picture

 

STEP

2

Plan

Map out a data-driven route to

pursuing your financial goals

 

STEP

3

Guide

Continued collaboration on your plan, even if the route changes

 

We're Here For You!

We have helped many young professionals, families, businesses, and new retirees in our community and across the country. We have given people just like you a map to pursue their goals.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
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Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.
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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.
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5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help you know the recipe for success in retirement.

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