Chris Dime, CFP® - Dime & Associates
123 2nd Avenue South, Edmonds, Washington, United States
About the Chris Dime, CFP® - Dime & Associates
Chris Dime, CFP® - Dime & Associates is a finance and insurance agency located at 123 2nd Avenue South, Edmonds, Washington, United States. The institution is dedicated to helping clients develop and execute personalized financial plans to optimize their financial situation. The team at Dime & Associates believes in keeping things simple for their clients, as they understand that the best financial plans are the ones that actually get implemented. They work closely with clients to evaluate their financial situation thoroughly, prescribe strategies, and align their financial goals with their values. Services offered include retirement planning, investment portfolio management, tax planning, insurance policy reviews, and wealth transfer strategies. The institution is committed to helping clients organize their financial world and make actionable improvements towards their goals. Securities are offered through LPL Financial, while investment advice and financial planning are offered through Mariner Investment Advisor Network, LLC, DBA Dime & Associates. The team at Dime & Associates looks forward to assisting clients in achieving financial security and success.
Photos of Chris Dime, CFP® - Dime & Associates
123 2nd Ave S Suite 230, Edmonds, WA 98020, United States
Opening hours of Chris Dime, CFP® - Dime & Associates
Monday:
07:30 - 16:00
Tuesday:
07:30 - 16:00
Wednesday:
07:30 - 16:00
Thursday:
07:30 - 16:00
Friday:
07:30 - 16:00
Saturday:
Day off
Sunday:
Day off
Reviews of Chris Dime, CFP® - Dime & Associates
"I reached out to Chris for guidance on planning my early retirement. Enjoyed working with him as he is a very clear and honest communicator. Thanks Chris for the sound advice and ability to break down some intimidating topics into more digestible terms and a realistic action plan!"
"I hired Chris Dime, recently and I don’t think there is anyone better out there. From the start, it was clear that Chris was looking out for me and he wanted to get me where I wanted to be. In a short time working with Chris, he has given me the confidence I wanted regarding my financial planning and how to reach my goals. Other CFPs I spoke with seemed to only be interested in managing my assets and couldn’t answer my estate planning questions. Chris got right to work and provided me a plan in our 2nd meeting to meet all my goals. He looked at everything—assets, insurance, complexities, everything. Chris Dime is the best."
"I have had the absolute pleasure of working with Chris as my financial advisor, and I cannot speak highly enough of his expertise and dedication. From the very beginning, it was clear that Chris was not your ordinary financial advisor. He has an unparalleled depth of knowledge in the financial world and a genuine passion for helping his clients achieve their financial goals. Thanks to Chris's guidance, I now feel more confident and in control of my financial journey. My investments are on track, my financial anxieties have diminished, and I'm excited about the possibilities that lie ahead—all thanks to Chris's guidance. In a world where it's rare to find someone who is both knowledgeable and genuinely caring, Chris is a gem. If you're looking for a financial advisor who will go above and beyond to help you secure your financial future, Chris is the person you need. I wholeheartedly recommend him to anyone seeking top-tier financial advice and support."
"Chris exceeds the responsibilities of a financial adviser. He has a mastery of explaining complex financial investment options in layman’s terms. He has the foresight and a plan for every life milestone. My wife and I recently had a baby and Chris presented multiple child account savings options before the idea crossed our mind. Chris is always prepared, professional, and energized to discuss investment options tailored to his clients. If you are looking for a financial adviser that encompasses both technical and soft skills, look no further than Chris."
"Chris has been my financial advisor for several years now and is completely indispensable. He's helped me shore up my finances and given me peace of mind that I can comfortably retire some day. Chris is a subject matter expert who can discuss complex items related to investing and make them easily digestible for his customers. I don't trust anyone else with my financial planning."
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