What are the opening hours?

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

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.

03/17/2026

Scammers are finding new ways to target Medicare recipients, but you can stay one step ahead. Looking out for these four red flags can help you keep your personal information safe.

03/07/2026

Recently Matt had the opportunity to speak at a Raymond James conference after their leadership team invited us to share what we're doing for clients here at Ross Financial. Grateful for the opportunity to represent our team and the families we serve.

02/25/2026

February Anniversaries 🎉

We're celebrating three wonderful team members this month:
• Kathy – 3 years with Ross Financial | 36 years serving clients
• Kristi – 3 years with Ross Financial | 45 years in the industry
• Jon – 2 years with Ross Financial | 25 years of experience

Between the three of them, that's over a century of combined experience helping families reach their financial goals and caring for our clients every day. We're so grateful for the knowledge, dedication, and steady leadership each of you brings to Ross Financial.

Please join us in congratulating Kathy, Kristi & Jon!

02/22/2026

Does your career legacy align with your personal values? Think about these ideas to create a meaningful legacy:

02/20/2026

Join us next Thursday, February 26 at 6:00 PM (PST) for a live webinar with estate planning attorney Russ Hermes. We'll talk about:

• What probate actually is (plain English, no legal jargon)
• Who is exposed to probate and common triggers
• Why probate can be time-consuming, costly, and stressful
• Practical ways to minimize or avoid probate
• Estate taxes vs. capital gains taxes and why both matter
• Live Q&A

👉 Register here: https://raymondjames.zoom.us/webinar/register/WN_YV0ftvbHQwuNsOmZFLxRFA

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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