Advisory services in University Place, Washington

Hollie Rave, Bankers Life Agent is an insurance agency located at 3560 Bridgeport Way West in University Place, Washington. Specializing in providing clients with comprehensive insurance solutions, Hollie Rave offers personalized service and expertise in helping individuals and families protect their financial future. With a focus on Bankers Life products, clients can trust in the knowledge and experience of Hollie Rave to find the right insurance coverage to meet their needs. Whether it's life insurance, long-term care insurance, or retirement planning, Hollie Rave is dedicated to helping clients secure their financial well-being. Visit the office today to learn more about the insurance options available and start planning for a secure future.

Mickelson Wealth Management, located at 2518 Bridgeport Way West in University Place, Washington, is a finance institution dedicated to helping individuals plan for a comfortable and well-positioned retirement. Whether you are nearing retirement or already retired, our team can create tax-smart retirement plans tailored to your specific needs and goals. We utilize tax-efficient strategies to help you save, invest, and distribute your retirement assets for your golden years. As a Certified Financial Planner™, Erik Mickelson is committed to always putting clients' interests first. Our investment services are structured to align with your goals, timeframe, and risk tolerance, creating customized, well-diversified, and tax-efficient portfolios. We aim to reduce unnecessary costs and taxes while allowing you to capture your fair share of the market's returns.

CAPitalize Your Finances is a finance institution located at 3929 Bridgeport Way West in University Place, Washington, United States. Our team of advisors can help you capitalize on different aspects of your finances, whether it's budgeting, investing, saving, or planning for the future. We are registered representatives with LPL Financial, a registered investment advisor, and offer securities and advisory services to help you achieve your financial goals. Check out our background on FINRA's BrokerCheck and see how we can assist you in managing and growing your wealth. Please note that we can only conduct business with residents of states where we are properly registered or licensed. Contact us today to see how we can help you CAPitalize your finances.

Messina Frank J CPA is a reputable accounting and finance institution located at 2601 70th Avenue West in University Place, Washington, United States. With years of experience in the industry, they offer a wide range of services to help individuals and businesses with their financial needs. Whether you need help with tax preparation, bookkeeping, or financial planning, the team at Messina Frank J CPA is dedicated to providing top-notch service and expertise. Trust them to help you navigate the complexities of accounting and finance with ease.

L.C. Miller CPA, PS is a reputable accounting and finance institution located at 4007 Bridgeport Way West in University Place, Washington, United States. With a team of experienced certified public accountants, they provide a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Their dedication to professionalism and accuracy has earned them a strong reputation in the local community. Whether you are an individual or a business owner, L.C. Miller CPA, PS is committed to helping you achieve your financial goals.