Serving our community and beyond

Menzies Financial is comprised of an experienced team of LPL Financial Planners located in Stanwood, Washington who are ready to assist you in pursuing your financial goals. We provide financial planning, investment management, insurance services and more, including being experienced in the Washington State Department of Retirement Systems plans such as TRS, SERS, and LEOFF.  We are proud to offer the state of the art financial planning software, Wealth Vision.

Contact us to set up a free consultation to discuss your financial future.