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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Ross Financial Inc.

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United States
Bothell, WA
Ross Financial Inc.

At Ross Financial, we help individuals and families plan their financial future with confidence. Ross Financial Inc.

With offices in Bothell and Silverdale, our experienced team provides personalized financial planning and wealth management services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. is not a broker/dealer and is independent of Raymond James Financial Services. Important Disclosure Information: http://raymondjames.com/smicd.htm

07/27/2026

A great couple of days in Boston at the Raymond James Chairman's Council Retreat.

Chairman's Council brings together a select group of the firm's top advisors from across the country to share ideas, learn from industry leaders, and discuss what's next for the wealth management industry.

One of the highlights was hearing from leading speakers on the future of our profession, including how AI is shaping wealth management and the client experience.

We're excited to bring new ideas, fresh perspectives, and valuable insights back to our team and clients.

07/24/2026

Yesterday, several members of our team had the opportunity to be involved in the Footprints of Fight Golf Tournament.

Footprints of Fight supports Washington families navigating pediatric cancer, helping ease some of the everyday stresses that come with treatment so families can focus on what matters most.

We're grateful for the work they do and the positive impact they have on so many families! Footprints of Fight

06/13/2026

Thank you to everyone who joined us at our recent Shred Event in Silverdale!

The event gave clients and community members an opportunity to securely dispose of sensitive documents and take an important step toward protecting themselves from identity theft. We were pleased to see such a strong turnout and appreciate everyone who took the time to stop by.

Big shout out to our Silverdale team for helping make the event a success. We appreciate the opportunity to provide events and resources that help support our clients and the communities we serve.

06/10/2026

Matt recently had the opportunity to be part of a panel at the Raymond James Elevate Conference.

The conversation focused on growth and personalization—two things that continue to shape how we serve our clients every day.

Opportunities like this are a good reminder that while the industry keeps evolving, the core of the work doesn't change: taking the time to understand people and helping them move forward with confidence.

05/29/2026

Shred day is back! 🗂️🧾

Join us at our Silverdale office for a free shred event—bring your sensitive documents and we'll take care of the rest.

📍 Silverdale Office (parking lot)
🗓 Friday, June 5
⏰ 12–2 PM

Sandwiches, giveaways, and our team will all be there—hope to see you!

05/22/2026

One of the highlights from Elevate was Jon from our Silverdale office having the opportunity to hear from and meet Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management.

As a longtime economist who regularly shares insights with financial professionals across the country, Dr. Kelly offers a well-respected perspective on the economy and markets.

He shared thoughts on the current economic landscape — including inflation, interest rates, and broader market trends.

Opportunities like this help us stay informed and bring thoughtful, well-rounded perspective back to our clients.

05/20/2026

Our team had a great week at the Raymond James Elevate Conference in Las Vegas, connecting with advisors and thought leaders from across the country.

One of the biggest takeaways was just how quickly things are changing — from market trends to advancements in AI and technology.

It's always a good opportunity to step back, learn, and validate some of the approaches we're already taking, while continuing to refine and evolve alongside our clients' needs.

We're looking forward to bringing back a few new ideas and putting them into practice for our clients.

04/29/2026

Matt is looking forward to joining an incredible group of peers at the Raymond James Elevate Conference this year. He'll be part of a panel discussion on the power of personal connection—how intentional communication and authentic relationships elevate the client experience.

Several members of our team will also be attending, taking time to learn, connect, and bring back ideas that continue to strengthen how we support our clients.

04/17/2026

We're honored to share that Matt has been recognized on the 2026 Forbes Best-in-State Wealth Advisors list for 2026.

This recognition reflects the trust our clients place in us every day and the dedication of our entire team. It's a privilege to support the families and business owners we serve through life's biggest financial decisions.

Thank you to our clients, partners, and community for being part of this journey.

2026 Forbes Best-in-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. 52,043 nominations were received and 11,302 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/4bWKbUF. Please see https://bit.ly/4dQCjGS for more info.

Address

17921 BOTHELL EVERETT Highway, SUITE 106
Bothell, WA
98012

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

https://rossfinancialinc.com/

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