We have two office locations to serve you:

To contact our Bothell office please call (425) 357-0400 or you can email Help@rossfinancialinc.com.

To contact our Silverdale office please call (360)692-1777 or you can email Silverdale@rossfinancialinc.com.

Our hours of operations are Monday-Friday 8:30 a.m. to 5:00 p.m. PST. Closed Saturday & Sunday.

If you are having issues accessing your client access account after hours please call our Client Service Support line at 877-752-2237 Monday through Friday, 8 a.m. to 9 p.m. EST. Saturday and Sunday, 8 a.m. to 5 p.m. EST.

Client Access is your source for a simple, secure way to access your account information on your computer or mobile device – it puts instant insight and control at your fingertips! 

You will first need to enroll and set up your account, click here to get started.

Enter your personal information & your account number (your account number can be found at the top of your statement).

See our step-by-step video above, “Client Access Enrollment”

You can call our office Monday-Friday 8:30 a.m. to 5:00 p.m. PST and we would be happy to assist you.

Or you may contact our Client service support line at 877-752-2237 Monday through Friday, 8 a.m. to 9 p.m. EST. Saturday and Sunday, 8 a.m. to 5 p.m. EST

Yes!

You can get the app in Apple’s App Store and the Google Play Store. Alternatively, you can go to your mobile device’s Internet browser and access the Client Access mobile version of the full website.

It’s secure, convenient, and designed with you in mind download the Client Access mobile app today by clicking on the links above.

We charge one transparent fee which includes the management of all your investment accounts held with us, plus ongoing retirement and tax planning. There isn’t any additional charge for financial plans or hourly rates that we charge. We only charge on the assets we manage. In addition to our guidance on the investments we manage directly, we also offer many other benefits and guidance when it comes to other financial aspects of your life that we do not directly manage. Have questions about your 401(k), we have guidance on that. Questions about estate planning, we can offer clarity.

There are investment products that do have additional fees associated, such as 529 College savings plans & Life Insurance Products which will be evaluated when determining the right investment account or type of investment product that is right for you.

Ross Financial is an independent financial advisory team, our relationship with Raymond James allows us to offer you the highest level of client service. Raymond James offers business services to Ross Financial such as compliance oversight, statement generation, reporting & securities are offered through Raymond James Financial Services, Inc. member FINRA/SIPC.

Yes! We follow the fiduciary standard on advisory accounts. But more importantly, what is a fiduciary? As a fiduciary, we work in the best interest of you, our client. Non-fiduciaries need only to recommend products that are “suitable” — even if they’re not the lowest-cost or most ideal for you. Beyond the legal definition, Ross Financial takes its responsibility as a fiduciary for advisory relationships to a more personal level. We believe that each unique client situation requires a unique level of service to make sure we are always earning our keep and helping to position you for success, both financially and in life.

Yes! 

 If you aren’t already a client of Ross Financial and you find yourself, a loved one, or a friend in need of financial planning and advising services we would be happy to help! Start by scheduling a 15-minute no-obligation phone call by clicking here: “Schedule 15-Minute Call”