TOP 10 Estate and legacy planning in Seattle, Washington
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AGI Seattle - Avant-Garde Insurance Group
AGI Seattle - Avant-Garde Insurance Group is a local, boutique insurance agency located at 600 Stewart Street in Seattle, Washington, United States. We specialize in providing comprehensive insurance solutions to individuals, families, and businesses. Our experienced team is dedicated to helping you protect your family, assets, and business against life's uncertainties. Let us provide you with peace-of-mind through our personalized insurance services.
Jensen Estate Law
Jensen Estate Law is a reputable law firm located at 1833 North 105th Street in Seattle, Washington, United States. Specializing in estate planning and probate law, our experienced team of lawyers is dedicated to providing personalized and comprehensive legal services to help clients protect and manage their assets for future generations. Whether you are looking to create a will, establish a trust, or navigate the complexities of probate, Jensen Estate Law is here to guide you through every step of the process with professionalism and expertise. Contact us today to schedule a consultation and start planning for your legacy.
Law Office of Ann Wennerstrom
The Law Office of Ann Wennerstrom is a reputable legal institution located at 11050 5th Avenue Northeast in Seattle, Washington. Led by experienced attorney Ann Wennerstrom, the firm provides expert legal services in various areas of law including family law, estate planning, and probate. With a commitment to providing personalized and effective legal solutions, the Law Office of Ann Wennerstrom is dedicated to helping clients navigate the complexities of the legal system with confidence and peace of mind.
John Hancock Financial Network
John Hancock Financial Network, located at 1505 Westlake Avenue North in Seattle, Washington, is an insurance agency that offers financial advisory services with a personal touch. With a belief that life insurance should provide longer, healthier, and better lives, John Hancock has been a trusted company for over 160 years. By combining the reliability of a longstanding company with innovative technology, John Hancock is transforming the industry and helping partners build their life insurance businesses. John Hancock Vitality members now have access to the Galleri test, a multi-cancer early detection test that can screen for over 50 types of cancer with a single blood test. This can potentially lead to earlier diagnoses and better outcomes for individuals.
Evergreen New Life Insurance Agency
Evergreen New Life Insurance Agency is a leading insurance agency located at 1041 South King Street in Seattle, Washington. We specialize in providing comprehensive life insurance policies to protect you and your loved ones in times of need. Our experienced agents are dedicated to helping you find the perfect coverage tailored to your individual needs. With a commitment to excellent customer service and a wide range of insurance options, Evergreen New Life Insurance Agency is your trusted partner in securing your financial future. Contact us today to learn more about our services and how we can help you plan for tomorrow.
Edmonds Wills & Trusts
Edmonds Wills & Trusts is a dedicated institution located at 114 2nd Avenue South in Edmonds, Washington, United States. As a team of experienced lawyers, we specialize in providing comprehensive estate planning services, ranging from simple Wills to complex Revocable Living Trusts. Our unique approach includes offering flat-fee packages for most of our services and providing a complimentary initial consultation to all clients. With five convenient offices in Edmonds, Kirkland, Mill Creek, Skagit Valley, and Seattle, we are committed to serving a wide range of clients in the Washington area. In addition to estate planning, we also offer services for probate and trust administration.
Salmon Bay Wealth Management
Salmon Bay Wealth Management is a reputable finance institution located at 5708 26th Avenue Northwest in the vibrant city of Seattle, Washington, United States. With a team of experienced financial experts, Salmon Bay Wealth Management offers a wide range of services including investment management, financial planning, retirement planning, and wealth preservation strategies. Clients can trust in the institution's dedication to providing personalized and comprehensive financial solutions to help them achieve their financial goals. Whether you are looking to grow your wealth or plan for a secure future, Salmon Bay Wealth Management is committed to guiding you towards financial success.
Lucid Advisors
Lucid Advisors is a leading finance institution located at 2101 4th Avenue in Seattle, Washington, United States. With a team of experienced financial experts, Lucid Advisors provides tailored financial solutions to individuals and businesses. Whether you are looking for investment advice, financial planning, or wealth management services, Lucid Advisors is committed to helping you achieve your financial goals. Contact us today to schedule a consultation and experience the difference that our personalized approach to finance can make for you.
Bond Financial, PLLC
Bond Financial, PLLC is a reputable finance and insurance agency located at 155 Northeast 100th Street in Seattle, Washington, United States. With a team of experienced professionals, Bond Financial, PLLC offers a wide range of financial services tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Bond Financial, PLLC is dedicated to providing personalized solutions to help you achieve your financial goals. Trustworthy and reliable, Bond Financial, PLLC is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.
The Aviv Group - Morgan Stanley
The Aviv Group - Morgan Stanley is a leading finance institution located at 601 Union Street in the bustling city of Seattle, Washington. With a strong presence in the financial industry, this institution offers a wide range of services including wealth management, investment banking, and advisory services. The team at The Aviv Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and navigate the complex world of finance with confidence and expertise. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The Aviv Group - Morgan Stanley is here to provide tailored solutions to meet your needs.
Bank of America Private Client Advisor Thomas (Tom) M Witte
Bank of America Private Client Advisor Thomas (Tom) M Witte, located at 401 Union Street in Seattle, Washington, is a Senior Vice President and Private Client Advisor with Bank of America Private Bank. With over four decades of experience in banking and wealth management, Tom provides personalized financial services to a diverse group of client families. He leads a team of specialists to understand the unique financial circumstances of senior-level corporate executives, successful business owners, homebuilders, developers, real estate investors, and wealthy families. Tom has a strong commitment to community involvement and has served on several non-profit boards and committees. He is dedicated to helping clients achieve their financial goals, whether it's preserving wealth, building philanthropic legacies, or planning for future growth. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personalized experience.
Merrill Lynch Financial Advisor Colin Igawa
Merrill Lynch Financial Advisor Colin Igawa is a dedicated and experienced finance professional located at 401 Union Street in Seattle, Washington. Colin values both results and relationships, serving a diverse group of clients across the Northwest, Hawaii, and Nevada. He approaches each client relationship with open ears, an open heart, and an open mind. Colin's clients include successful tech entrepreneurs, business owners, individuals going through life changes like divorce, families, and non-profit organizations. Colin is committed to helping his clients lead healthy lives and build wealth for future generations. With a focus on long-term legacies, he assists business owners with exit and succession planning strategies. Colin holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification and the Chartered Financial Consultant® (ChFC®) designation, bringing a high level of expertise to his client relationships.
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