FINANCIAL PLANNING FOR MORE THAN JUST RETIREMENT.

We appreciate your interest in learning more about Terwedo Finanical Services, LLC. We strive to help bring clarity, organization, and confidence to the financial decisions of individuals, families, and businesses. We believe this is best achieved through a long-term relationship built on trust and open communication. We believe a solid foundation of mutual assurance allows our clients the freedom to explore their horizons.
 
Founded in 1983, we embrace fundamental values such as integrity, quality, loyalty and confidentiality. Our goal is to be your most trusted advisor in all areas of life.
 
We are a fee-based financial advisor practice located in Edmonds, WA and are dedicated to serving the financial planning, wealth management, and investment needs of our clients. Let us help you put a plan in place that will enable you to enjoy your life and use your talents and resources to fulfill your purpose in making a difference in the world.
 

Contact us today to meet with our financial advisor, Dale Terwedo.

 

SERIOUS ABOUT YOUR MONEY. EXCITED ABOUT YOUR LIFE.™

 

WHO WE ARE

 
 
 
 
 
 
 
 
 
 
 
 
Watch this short video about who we are, what we believe in, and how we can help you.
 
100 2nd Ave S., Suite 300
Edmonds, WA 98020
Fax (425) 670-9162
 

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WORKING TOGETHER

Design I Build I Protect

We provide comprehensive wealth
management and financial planning for
individuals, couples, and families as well as custom 401(k) services for small and medium businesses.