Executive consulting services in Washington
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CU Strategic Planning
● OpenCU Strategic Planning is a leading institution located at 950 Broadway in Tacoma, Washington, United States. We specialize in unlocking opportunities for credit unions to positively impact lives and communities. With expertise in CDFI certification, grant writing, and compliance reporting, we have secured $945 million in grants for credit unions. Our comprehensive consulting services are designed to help credit unions increase their impacts and revenue, while staying mission-driven and sustainable. We offer inspiring and transformative meeting facilitation to help credit unions align their financial ratios and priorities with a strategic vision for success. Our executive search services are conducted by career credit union experts, ensuring the recruitment and interview process is seamless and effective.
950 Broadway Suite 403, Tacoma, WA 98402, United States -
Taurus Review, LLC
● OpenTaurus Review, LLC is a finance institution located at 3731 West Commodore Way in Seattle, Washington, United States. Specializing in loan assessment, due diligence services, and business consulting, Taurus Review, LLC serves Northwest institutions with expertise and experience. Led by a former Senior Credit Executive and supported by a skilled team, we offer comprehensive lending process and portfolio risk reviews tailored to the local and regional market.
3731 W Commodore Way, Seattle, WA 98199, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 1201 Pacific Avenue in Tacoma, Washington, offers comprehensive financial services to individuals, families, business owners, executives, and institutions. Our experienced advisors provide personalized wealth planning strategies, retirement income planning, guidance on investments, and access to estate planning services. We are committed to client satisfaction and community involvement, supporting local charities and organizations. With access to Merrill's resources and expertise, our advisors help clients pursue their financial and life goals. Whether you are a seasoned professional or aspiring to become a financial advisor, Merrill provides training, mentoring, and technology to support your career growth. We offer a range of investment approaches, wealth management advice, and services to help you achieve your unique financial objectives. Please consult with your legal and tax advisors before making any financial decisions. Merrill Lynch Wealth Management is a subsidiary of Bank of America Corporation, offering a wide range of financial products and services.
1201 Pacific Ave #1800, Tacoma, WA 98402, United States -
Blume Keeney PLLC
● ClosedBlume Keeney PLLC is a reputable accounting and finance institution located at 1604 Hewitt Avenue in Everett, Washington, United States. Situated in the heart of downtown Everett, our firm offers a wide range of tax and consulting services for individuals, corporate executives, business owners, family groups, trusts, and estates throughout the Puget Sound region. At Blume Keeney PLLC, we recognize that each client has unique financial needs and goals. That's why we take a personalized approach, working closely with our clients to understand their individual situations and future objectives. Our team is dedicated to providing proactive and comprehensive planning strategies, as well as specialized compliance services.
1604 Hewitt Ave #616, Everett, WA 98201, United States -
The Simmons Group
● OpenThe Simmons Group is a leading finance institution located at 1201 3rd Avenue in Seattle, Washington, United States. With a strong reputation for excellence in financial services, The Simmons Group offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals provides personalized guidance and strategic advice to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Simmons Group is dedicated to helping you succeed.
1201 3rd Ave Suite 3090, Seattle, WA 98101, United States -
Upleft Financial
● ClosedUpleft Financial is an independent financial firm located at 228 West 1st Street in Port Angeles, Washington, United States. Specializing in intelligent financial strategies, Upleft aims to uplift individuals, families, and communities towards a better financial future. They believe in collaborating with clients who have achieved success through hard work and good decisions, providing personalized care and transparent communication about their assets and investments. With a commitment to always acting in the best interests of their clients, Upleft limits the total number of firm clients to ensure consistent quality and personalized service. Their approach is particularly beneficial for clients looking to convert assets into a predictable stream of income, especially those in higher tax brackets such as entrepreneurs, executives, and successful professionals facing unique financial challenges.
228 W 1st St Suite P Suite P, Port Angeles, WA 98362, United States -
Edward Jones - Financial Advisor: Derek A Burger, AAMS™
● ClosedEdward Jones - Financial Advisor: Derek A Burger, AAMS™ is a trusted financial institution located at 101 North Tower Avenue in Centralia, Washington, United States. With a focus on providing personalized financial advice and guidance, Derek A Burger, AAMS™ is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Derek A Burger, AAMS™ has the expertise and knowledge to assist you every step of the way. Contact us today to schedule a consultation and take control of your financial future.
101 N Tower Ave, Centralia, WA 98531, United States -
Bank of America Private Client Advisor Thomas (Tom) M Witte
● OpenBank 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.
401 Union St, Seattle, WA 98101, United States -
Green-Hite and Associates
● ClosedGreen-Hite and Associates is a reputable accounting and finance institution located at 4610 Northeast 77th Avenue in Vancouver, Washington, United States. With years of experience and a team of skilled professionals, we provide top-notch financial services to individuals and businesses alike. Our commitment to excellence and personalized approach sets us apart from the competition, making us a trusted partner for all your accounting and finance needs. Whether you need tax preparation, financial planning, or business consulting, Green-Hite and Associates is here to help you achieve your financial goals.
4610 NE 77th Ave, Vancouver, WA 98662, United States -
Helgerson & Associates
● ClosedHelgerson & Associates is a reputable accounting and finance institution located at 500 Southeast Everett Mall Way in Everett, Washington, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, Helgerson & Associates is dedicated to providing top-notch financial services to meet your needs.
500 SE Everett Mall Way, Everett, WA 98208, United States -
KTOURE GROUP, LLC
● ClosedKTOURE GROUP, LLC is a renowned renovation and cleaning services institution located at 2526 Zeeden Way, Bremerton, Washington. With a focus on quality services, affordable rates, and client satisfaction, Ktoure Group stands out as the best in the PNW area. Their cleaning services include Residential, Commercial, Construction site, and Post Construction cleaning in various locations such as Bainbridge, Kirkland, GIG Harbor, Issaquah, and more. The team at Ktoure Group is experienced in cleaning all types of outdoor surfaces, ensuring a thorough and impeccable result every time. Trust Ktoure Group for all your cleaning needs in Washington state.
2526 Zeeden Way, Bremerton, WA 98310, United States -
Brian M. McLeod, Inc.
● ClosedBrian M. McLeod, Inc. is a reputable accounting and finance institution located at 4907 Pacific Way in Seaview, Washington, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, Brian M. McLeod, Inc. is dedicated to providing top-notch financial solutions tailored to meet your specific needs. Trustworthy, reliable, and committed to excellence, this institution is the go-to choice for all your accounting and finance needs.
4907 Pacific Way, Seaview, WA 98644, United States -
Devro Group
● ClosedDevro Group is a leading institution located at 1900 Belmont Loop in Woodland, Washington, United States. Specializing in accounting and finance, our team of consultants is dedicated to helping businesses develop strategies, refine organizational structures, and build processes to drive growth. With expertise and experience in various industries, we offer new insights and approaches to solve problems and improve operations. At Devro, we prioritize our clients' success and strive to be a constant partner through every stage of their business journey. Our services range from strategic business acquisitions to efficient bookkeeping and talent acquisition, ensuring that businesses have the support they need to thrive.
1900 Belmont Loop, Woodland, WA 98674, United States -
Web Trending Solutions LLC
● ClosedWeb Trending Solutions LLC, located in Tacoma, Washington, is a premier institution specializing in accounting and finance services. Our dedicated team ensures success with utmost efficiency, allowing you to relax and watch your profits grow. We focus on developing user-friendly websites that engage and convert visitors through the latest design and optimization strategies. Our custom websites incorporate modern trends and technology to improve user experience and boost conversions, ultimately generating tangible business results. In addition to our website development services, we also offer business formation and logo design services tailored to both new and established businesses. Our goal is to help brands create a distinctive and impactful identity that resonates with their target audience. From initial planning to final execution, we are committed to positioning each client for success in their business and branding endeavors.
11425 10th Ave Ct E #206, Tacoma, WA 98445, United States -
KBF CPAs LLP
● ClosedKBF CPAs LLP is a leading accounting and finance institution located at 601 Union Street in Seattle, Washington, United States. Specializing in Tax, Assurance, and Advisory Services, KBF is dedicated to serving as a trusted partner for all your financial needs. With expertise in Accounting for Income Tax (ASC 740), Tax Advisory, and Audit Services, our team of professionals is committed to ensuring our clients' success. With decades of experience and a personalized approach, we offer a unique benefit that sets us apart from other firms. Whether you are a publicly traded company, private equity-owned business, or venture-backed organization, you can rely on KBF to guide you through the complex global business environment. Visit our other locations in San Diego, Irvine, and Las Vegas to experience our top-notch services firsthand.
601 Union St Suite 1710, Seattle, WA 98101, United States -
Christopher S. Close, BSC
● ClosedChristopher S. Close, BSC is a reputable health institution located at 1600 Plaza Way in Walla Walla, Washington, United States. Specializing in pharmacy services, this institution offers a wide range of medications and health products to meet the needs of its customers. With a team of knowledgeable and friendly staff, Christopher S. Close, BSC is dedicated to providing top-notch customer service and expert advice on health and wellness. Whether you're looking for prescription medications or over-the-counter remedies, this institution is your one-stop shop for all your health needs.
1600 Plaza Way, Walla Walla, WA 99362, United States -
Brad Mccain - State Farm Insurance Agent
● ClosedBrad McCain - State Farm Insurance Agent is an insurance agency located at 1950 Keene Road, Richland, Washington, United States. The agency, opened on January 4, 2021, is conveniently situated two doors down from 3 Eyed Fish near Keene and Queensgate. Brad McCain, the owner, has over 30 years of executive level leadership experience in non-profit organizations and has been with State Farm since 2024. Brad is a Texas native who married a girl from Kennewick and has been living in Washington since 2008. His family is unique as they have adopted all four of their children, making them a multi-ethnic and multi-cultural family. The agency is active on social media platforms such as Facebook, Instagram, LinkedIn, and Twitter, where they share helpful tips and dad jokes. The team at Brad McCain - State Farm Insurance Agent includes Ashley, Olympia, and Roy, who are dedicated to assisting clients with their coverage needs. The agency offers a range of insurance products, including life insurance, annuities, and pet insurance. Customers can also benefit from financial services provided by U.S. Bank National Association. Brad McCain and his team are committed to providing excellent customer service and helping clients protect what matters most to them.
1950 Keene Rd BLDG B, Richland, WA 99352, United States -
Crystal Miyake, Msccca
● OpenCrystal Miyake, Msccca is a reputable health institution located in Vancouver, Washington, United States. Specializing in a wide range of services, including chiropractic care, massage therapy, corrective exercise, and nutritional counseling, Crystal Miyake, Msccca is dedicated to improving the overall health and well-being of its patients. With a team of experienced professionals and a holistic approach to healthcare, this institution strives to provide personalized and effective treatments to help individuals achieve optimal health and wellness. Whether you are seeking relief from pain, looking to improve your athletic performance, or simply wanting to enhance your overall quality of life, Crystal Miyake, Msccca is committed to helping you reach your health goals.
Vancouver, WA 98664, United States -
Ennis Fine Furniture - Spokane
● ClosedEnnis Fine Furniture in Spokane is a trusted institution offering the highest quality furniture and design services since 1946. Located at 8313 North Division Street, Spokane, Washington, United States, Ennis Fine Furniture is a family-owned business that understands the importance of creating a special and unique space in your home. With a wide range of name-brand furniture lines such as Century, Karastan Rugs, Kincaid, and more, Ennis Fine Furniture Spokane offers every style of home furnishing and décor to suit your personal taste. At Ennis Fine Furniture Spokane, we provide personalized design services at no additional cost, pairing you with a personal designer who is dedicated to helping you create a beautiful and functional home that reflects your style. Our experienced interior designers work with you on every detail of your home design project, from selecting colors and textures to updating your beloved furnishings.
8313 N Division St, Spokane, WA 99208, United States -
School of Hospitality Business Management
● OpenThe School of Hospitality Business Management, located in Pullman, Washington at 300 Northeast College Avenue, is a top-ranking institution offering specialized instruction in the operation of hospitality-industry businesses. With a focus on hotels, restaurants, managed services venues, and tourist destinations, students learn from experienced faculty members and industry leaders. The school consistently ranks among the top 5 percent of similar programs nationwide, with alumni working around the world. Students have the opportunity to study at César Ritz Colleges in Switzerland, complete internships in the industry, and apply theories learned in the classroom to real-world experiences. The school awards over $125,000 in scholarships annually and hosts events connecting students with employers in the hospitality industry.
300 NE College Ave, Pullman, WA 99163, United States -
Vickerman Investment Advisors
● ClosedVickerman Investment Advisors is a trusted financial institution located at 108 North Washington Street in Spokane, Washington, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies. With a focus on long-term success and wealth preservation, we offer a range of services including financial planning, investment management, and retirement planning. At Vickerman Investment Advisors, we are committed to providing our clients with expert guidance and exceptional service to help them secure their financial future.
108 N Washington St Suite 603, Spokane, WA 99201, United States
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