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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.

To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
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Investing for Impact

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.
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What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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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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