Financial Planning|For Individuals, Couples, & Families

Get An Experienced Financial Advisor

  • Become confident in your investment strategy.
  • Receive exceptional, personal service.
  • Conquer complex financial issues.
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Custom 401(k) Plans|For Businesses

Get a Low-Cost, Goal-Oriented 401(k) Plan

  • Reach company benefits goals.
  • Educate and inspire your employees.
  • Ease plan management burdens.
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About Us|Meet the TFS Team

Get to Know Us

We're a family-owned business with a friendly staff dedicated to supporting our clients and community.

 

Click Here to Meet Us

Financial Planning For More Than Just Retirement.

We appreciate your interest in learning more about Terwedo Financial Services, LLC. We help bring clarity, organization, and confidence to the financial decisions of  individualsfamilies, and businesses. We believe this is best achieved through a long-term relationship built on trust and open communication. This solid foundation of mutual assurance allows our clients the freedom to explore their horizons with a trusted TFS financial advisor by their side.

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.™

Upcoming Workshop

Preparing For Family Transitions

Click Here to see the invite to our free workshop that will help you and your family for retirement and death.

 

Who We Are

Watch this short video about who we are, what we believe in, and how we can help you.