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Stanwood, WA

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WAFD Insurance

4.5 (2 reviews)
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15 years ago

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14 years ago

They saved me over $2000 a year on car insurance! They'll be getting all my business!

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Ask the Community - WAFD Insurance

Menzies Financial - Tim Menzies
Advisor

Menzies Financial

(3 reviews)

Where do I start. Well pretty simple, basically I was referred to Menzies Financial, by my…read moregirlfriend who also uses them. Easiest thing I've ever done or opened in my life. I never even stepped foot in an office, it took me at the most five minutes on the phone, and I had my account opened and funds transferred where I have set it up automatically on the first and the 15th, however they can set up any kind of pre-authorized withdraws to come out of a checking or savings account weekly, biweekly, monthly, etc. Honestly all I have told them as once my account gets to a certain price point from the auto withdraws coming from checking, at a certain point I just let Menzies know via E mail if there's a certain stock I want to purchase or if they don't hear anything they will invest it into the stocks that I told them in the beginning that I would like weather it be more risk your stocks or playing it safe etc. Their stock choices have all done amazing some with a 20% profit still so I wouldn't wait. It's so easy to put a little money aside and watch it grow and actually watch it be invested properly and Menzies is the place they make it so easy and provide online access to check your Stocks at any time. They make it so easy and I have had an Edwards Jones account before and they're great but they don't give the personalize service, things are tough for going through them by far so I am so happy to have found a small family owned but extremely knowledgeable as every single stock they have packed has done excellent.

Financially, we are a small potato. But they make us feel like we're worth a million bucks…read more They've taken great care of our money and guided me (patiently) through setting up an account for the proceeds from the sale of my brother's condo in Chicago so he can draw from it monthly to pay the rent at the assisted living facility he's moved to. He's got Alzheimer's. You can trust these folks.

WAFD Insurance - insurance - Updated October 2026

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