Fiduciary management in Washington
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Tradewinds Capital Management
● ClosedTradewinds Capital Management, located at 2211 Rimland Drive in Bellingham, Washington, is a finance institution dedicated to providing independent and unbiased financial advice to its clients. As a SEC registered investment advisory firm, Tradewinds Capital Management ensures that the best interests of their clients are always the top priority. The experienced team of financial advisors at Tradewinds Capital Management offers personalized wealth management and financial planning services, along with specialized assistance for business owners in setting up retirement plans. Utilizing the technology and expertise of Schwab Institutional, Tradewinds Capital Management maintains its independence while ensuring the security of clients' assets. With a commitment to transparency and integrity, Tradewinds Capital Management does not receive any commission revenue from the investment products they recommend. Instead, they operate on a level fee basis, providing fiduciary, professional, and tailored advice to their clients.
2211 Rimland Dr UNIT 401, Bellingham, WA 98226, United States -
Kiley Juergens Wealth Management LLC
● ClosedKiley Juergens Wealth Management LLC is a leading finance institution located at 2409 Pacific Avenue Southeast in Olympia, Washington, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships and providing expert guidance, we strive to help our clients navigate the complexities of the financial world with confidence and peace of mind. Trust Kiley Juergens Wealth Management LLC to guide you towards a secure financial future.
2409 Pacific Ave SE, Olympia, WA 98501, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 111 Market Street Northeast, Olympia, Washington, United States, is a finance institution that offers a wide range of services to individuals, families, business owners, executives, and institutions. The branch's experienced financial advisors are dedicated to helping clients achieve their personal and professional goals through tailored wealth planning strategies. They have access to industry analysts and specialists to provide comprehensive financial solutions that align with each client's current situation and long-term objectives. In addition to providing financial services, the branch is actively involved in volunteerism and charitable outreach to support the communities in which they operate. Employees participate in fundraising activities to benefit local neighborhoods and causes, helping to maintain vibrant and healthy communities.
111 Market St NE Suite 300, Olympia, WA 98501, United States -
Mickelson Wealth Management
● ClosedMickelson 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.
2518 Bridgeport Way W, University Place, WA 98466, United States -
Laurus Wealth Management
● ClosedLaurus Wealth Management is a leading finance and insurance agency located at 314 West 15th Street in Vancouver, Washington, United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, protect your assets, or plan for retirement, we are here to provide expert guidance and support every step of the way. Trust Laurus Wealth Management to help you secure your financial future.
314 W 15th St #100, Vancouver, WA 98660, United States -
Summit Wealth Management
● ClosedSummit Wealth Management is a leading finance institution located at 3010 Harborview Drive in Gig Harbor, Washington, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer personalized wealth management services, investment strategies, retirement planning, and more. At Summit Wealth Management, we prioritize our clients' needs and work tirelessly to provide them with the best financial solutions. Trust us to guide you towards a successful financial future.
3010 Harborview Dr # 301, Gig Harbor, WA 98335, United States -
Harbor Wealth Management
● ClosedHarbor Wealth Management is a premier financial institution located at 5801 Soundview Drive in Gig Harbor, Washington, United States. Specializing in personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Harbor Wealth Management provides expert guidance and customized solutions to meet your individual needs. Trust Harbor Wealth Management to navigate the complexities of the financial world and help you build a solid financial foundation for a secure tomorrow.
5801 Soundview Dr #250, Gig Harbor, WA 98335, United States -
Scott Leger - Fiduciary Financial Advisor
● ClosedScott Leger - Fiduciary Financial Advisor is a finance institution located at 6100 219th Street Southwest, Mountlake Terrace, Washington, United States. We are dedicated to providing comprehensive financial services to help you and your loved ones achieve financial security and peace of mind. Our services include retirement planning, investment management, estate planning, tax mitigation, and more. Scott Leger, the founder of Seattle Fiduciary Advisors, is a licensed financial advisor who is passionate about helping clients navigate the complexities of their financial lives with confidence and clarity. We offer a wide range of investment planning, retirement planning, tax mitigation, educational family planning, business succession planning, and advisory management services. Advisory services are offered through REAP Financial Group, LLC, an SEC registered investment advisor, while Seattle Fiduciary Advisors operates independently. We prioritize the best interests of our clients and strive to provide personalized solutions tailored to their unique financial goals and circumstances. Please note that investing in securities involves risk and insurance products should be carefully considered before purchasing. Visit our website for more information on our services and to access important financial disclosures.
6100 219th St SW Ste. 480, Mountlake Terrace, WA 98043, United States -
Bright Road Wealth Management, LLC
● ClosedBright Road Wealth Management, LLC is a finance institution located at 1102 A Street, Tacoma, Washington, United States. At Bright Road Wealth, we prioritize your values and goals in our investment services, providing you with a roadmap for good decision making. As a fee-only fiduciary, we always put your interests first, ensuring that financial planning is free of conflicts of interest. One of our clients, Fiona, came to us seeking help after her husband was diagnosed with a rare disease. We worked with her to create a reliable investment strategy to provide a better-than-CD return without excess risk, allowing her to maintain her dignity and independence while providing for her husband's care needs.
1102 A St Suite 300 #35, Tacoma, WA 98402, 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 -
RBC Wealth Management Branch - Bainbridge Island
● OpenRBC Wealth Management Branch on Bainbridge Island is a premier financial institution located at 175 Parfitt Way Southwest in Bainbridge Island, Washington. As part of the renowned RBC Wealth Management network, this branch offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors and experts, clients can expect personalized wealth management solutions tailored to their unique needs. Whether you are looking to grow your investments, plan for retirement, or protect your assets, RBC Wealth Management Branch on Bainbridge Island is dedicated to helping you secure a prosperous financial future.
175 Parfitt Way SW Suite S200, Bainbridge Island, WA 98110, United States -
Agate Pass Investment Management LLC
● ClosedAgate Pass Investment Management LLC is a finance institution located at 400 Winslow Way East in Bainbridge Island, Washington, United States. Our team of experienced professionals are dedicated to providing personalized investment management services to help our clients achieve their financial goals. With a focus on transparency and integrity, we offer a range of investment options tailored to meet the unique needs of each individual or organization. Trust Agate Pass Investment Management LLC to guide you towards a secure financial future.
400 Winslow Way E #220, Bainbridge Island, WA 98110, United States -
Neale Foody - RBC Wealth Management Financial Advisor
● ClosedNeale Foody - RBC Wealth Management Financial Advisor is a reputable financial institution located at 401 Union Street in Seattle, Washington. As a trusted advisor, Neale Foody provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, Neale Foody offers comprehensive financial solutions tailored to each client's individual needs. With expertise in the field of finance, Neale Foody is dedicated to helping clients build and preserve their wealth for a secure financial future.
401 Union St Suite 3600, Seattle, WA 98101, United States -
Fiduciary Counseling Inc
● OpenFiduciary Counseling Inc is a reputable finance institution located at 1145 Broadway in Tacoma, Washington, United States. Our team of experienced financial advisors specializes in providing personalized fiduciary counseling services to help individuals and businesses achieve their financial goals. Whether you need assistance with investment planning, retirement savings, estate planning, or wealth management, our dedicated team is here to provide expert guidance and support. Trust Fiduciary Counseling Inc to help you navigate the complexities of the financial world and secure a prosperous future.
1145 Broadway #1500, Tacoma, WA 98402, United States -
Bulwark Capital Management
● ClosedBulwark Capital Management is a finance institution located at 1001 South Yakima Avenue, Tacoma, Washington, United States. At Bulwark Capital Management, we focus on creating solid financial plans to reduce our clients' risk while still maximizing potential gains. Our experienced team members have over a decade of experience in the financial industry and are dedicated to providing personalized and knowledgeable financial planning and investment advice. As fiduciaries, we adhere to the highest duty of care recognized by the United States' legal system, ensuring that we always act in our clients' best financial interests. Our investment approach is simple and sensible, aiming to educate our clients and construct portfolios that are easy to understand and securely positioned for their needs and goals.
1001 S Yakima Ave, Tacoma, WA 98405, United States -
Era Capital Management LLC
● ClosedEra Capital Management LLC is a finance institution located at 84504 Sagebrush Road in Kennewick, Washington, United States. As Tri-Cities Financial Advisor and Investment Management firm, we serve clients throughout Washington, including the Kennewick, Richland, Pasco, and Mid-Columbia region. We manage portfolios directly, offering a diversified range of stocks, bonds, ETFs, and mutual funds within one account. Our services include helping clients plan for retirement, projecting savings goals, and providing retirement savings options for small business owners.
84504 Sagebrush Rd, Kennewick, WA 99338, United States -
Moulton Wealth Management, Inc.
● ClosedMoulton Wealth Management, Inc. is a prestigious financial institution located at 1220 North Mullan Road in Spokane Valley, Washington, United States. Specializing in accounting, finance, and legal services, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. With a strong focus on personalized wealth management strategies, we provide tailored solutions to meet the unique needs of each individual or business. Trust Moulton Wealth Management, Inc. to guide you towards financial success and peace of mind.
1220 N Mullan Rd, Spokane Valley, WA 99206, United States -
Clearstone Wealth Management LLC
● OpenClearstone Wealth Management LLC, located at 24307 Pinehurst Lane in Liberty Lake, Washington, is a finance institution that specializes in tax-efficient wealth management and retirement planning. As a fee-only fiduciary firm, we are committed to providing personalized financial solutions tailored to every stage of your life. Our team at Clearstone understands that your finances serve a greater purpose, driven by your values, desires, and the love you have for your loved ones. We work diligently to align every aspect of your financial and retirement income plan with your goals, dreams, and future aspirations.
24307 Pinehurst Ln Ste 100, Liberty Lake, WA 99019, United States -
Northwest Trustee & Management Services
● ClosedNorthwest Trustee & Management Services is a reputable finance and legal institution located at 7307 North Division Street in Spokane, Washington, United States. With a team of experienced professionals, they offer expert trustee and management services to clients seeking financial and legal guidance. Whether you are looking to set up a trust, manage your assets, or navigate complex legal matters, Northwest Trustee & Management Services is dedicated to providing personalized solutions tailored to your unique needs. Trust in their expertise and professionalism to help you secure a stable financial future.
7307 N Division St # 303, Spokane, WA 99208, United States -
Beacon Trustee Services
● OpenBeacon Trustee Services is a reputable finance and legal institution located at 1655 Hudson Street in Longview, Washington, United States. With a team of experienced lawyers and financial experts, Beacon Trustee Services offers a wide range of trust and fiduciary services to individuals and businesses. Whether you need assistance with estate planning, asset management, or legal representation, Beacon Trustee Services is dedicated to providing personalized solutions tailored to meet your specific needs. Trust Beacon Trustee Services to be your reliable partner in navigating the complexities of finance and law.
1655 Hudson St #4, Longview, WA 98632, United States -
Beagle & Associates of Washington
● ClosedBeagle & Associates of Washington is a trusted institution located at 1906 Broadway Street in Vancouver, Washington. As a Washington State and Oregon Out-of-State Chartered Trust Company, we specialize in providing individual worth and dignity through our trust and fiduciary services. Our team is dedicated to managing real estate and personal property, overseeing income and disbursements for beneficiaries, and guiding clients through the probate process to ensure their assets are distributed according to their wishes. We also offer Pooled Trust Services, including First Party Pooled Trusts, Third Party Pooled Trusts, and Special Needs Pooled Trusts. Trust Beagle & Associates of Washington to provide expert guidance and personalized solutions for all your trust and fiduciary needs.
1906 Broadway St, Vancouver, WA 98663, United States -
WE Trust Company
● ClosedWE Trust Company, located at 2303 West Commodore Way in Seattle, Washington, is a trusted institution specializing in accounting and finance. With a team of professional fiduciaries boasting decades of experience in legal matters, probate assistance, bookkeeping, office management, and personal assistance, WE Trust Company is dedicated to handling life's important details with confidentiality and discretion. As a fiduciary, WE Trust Company has the power and obligation to act on behalf of clients with total trust, good faith, and honesty. Awarded trust powers by the Washington State Department of Financial Institutions in September 2016, WE Trust Company is recognized as a reputable trust company in the state of Washington. Through rigorous evaluation processes and yearly audits, WE Trust Company ensures that clients receive steady and expert guidance to keep their finances on track and organized.
2303 W Commodore Way UNIT 304, Seattle, WA 98199, United States -
Strategic Asset Alliance
● OpenStrategic Asset Alliance, located at 11 Bellwether Way in Bellingham, Washington, is a finance institution dedicated to helping insurers and pools/JPAs achieve their investment goals and objectives. Founded in 1994 by CEO Alton Cogert, SAA offers independent investment advisory services to assist board members and staff in meeting their fiduciary responsibilities and strengthening their investment programs. With a focus on the entire "Investment Process Value Chain," SAA works to add value for insurance companies and risk pools by customizing consulting services to meet each client's specific needs. The experienced team at SAA, comprised of former senior investment executives from insurance companies, collaborates to provide tailored solutions for clients looking to review their investment policies, asset allocations, or fixed income manager performance. By combining expertise in investments with an understanding of the insurance industry, SAA's Senior Consultants are dedicated to helping clients improve their investment process and enhance the value of their portfolios. If you are interested in learning more about SAA's services or discussing potential solutions for your insurer or risk pool, the Principals at SAA are available to assist.
11 Bellwether Way # 209, Bellingham, WA 98225, United States -
Skyline Advisors
● ClosedSkyline Advisors is a finance institution located at 405 32nd Street, Bellingham, Washington, United States. We specialize in providing independent and objective investment advice and financial planning services. Our mission is to help clients build wealth by minimizing investment expenses and aligning their resources with their goals. At Skyline Advisors, we offer wealth management services, including financial planning, investment portfolio management, and socially responsible investment options. We operate under a Fiduciary Duty, always putting our clients' best interests first. Our team of experienced professionals takes a holistic approach to client relationships, providing high-touch and personal service.
405 32nd St STE 201, Bellingham, WA 98225, United States -
NW Straits Financial Services
● ClosedNW Straits Financial Services is a finance institution located on East Maryland Street in Bellingham, Washington, United States. We are a fee-only company, meaning we do not charge commissions, have no sales agendas, and do not require any account minimums. As fiduciaries, we always prioritize acting in your best interest. We offer ongoing retirement financial planning, advice, and investment management services. Our veteran-owned company is independent and not affiliated with any banks, brokerages, or insurance companies, allowing us to provide comprehensive advice without any restrictions or pressure to make specific recommendations.
E Maryland St, Bellingham, WA 98225, United States -
Advitica Financial Planning
● ClosedAdvitica Financial Planning is a finance institution located at 2709 Hampton Court Southeast, Olympia, Washington, United States. At Advitica Financial Planning, we prioritize listening to our clients to truly understand their needs, values, and goals in order to develop a customized financial plan. As Certified Financial Planners, we provide expert advice on various financial topics such as investments, retirement, taxes, risk management, and estate planning. Our goal is to help our clients achieve their financial goals and live the life they desire by continually delivering outstanding options and solutions. As a fee-only, fiduciary firm, we never charge commissions and always act in the best interest of our clients. We believe in building trust through clear explanations of fees and potential conflicts, ensuring that our clients understand how we serve them and how we are compensated.
2709 Hampton Ct SE, Olympia, WA 98501, United States -
Clive Financial Services Inc
● OpenClive Financial Services Inc is a reputable accounting and finance institution located at 1104 Main Street in Vancouver, Washington, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Our commitment to providing personalized and high-quality services sets us apart from other financial institutions. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
1104 Main St # M 150, Vancouver, WA 98660, United States -
Richter Financial Partners
● ClosedRichter Financial Partners is a leading financial institution located at 703 Broadway Street in Vancouver, Washington, United States. Specializing in finance, Richter Financial Partners offers a wide range of services including investment management, financial planning, and retirement planning. With a team of experienced professionals, Richter Financial Partners is committed to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you navigate the complex world of finance.
703 Broadway St UNIT 605, Vancouver, WA 98660, United States -
Justin Samples - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJustin Samples is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 15609 Southeast Mill Plain Boulevard in Vancouver, Washington, United States. Justin holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and fiduciary practices. Justin is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need help with wealth transfers, federal taxation, or planning for financial and medical end-of-life needs, Justin has the knowledge and experience to assist you. Contact Justin Samples today for comprehensive financial planning services tailored to your unique needs and goals.
15609 SE Mill Plain Blvd #100, Vancouver, WA 98684, United States -
Sound Retirement Planning
● OpenSound Retirement Planning, located at 9057 Washington Avenue Northwest in Silverdale, Washington, is led by Jason Parker, RICP®. Jason is a best-selling author, inventor of the Retirement Budget Calculator, and host of the popular Sound Retirement Radio podcast with over 1 million downloads. As the President of Parker Financial LLC, an independent, fee-only, registered investment advisory firm, Jason operates as a fiduciary and holds the advanced retirement designation of a Retirement Income Certified Professional (RICP®). At Sound Retirement Planning, Jason and his team are dedicated to helping clients achieve clarity, confidence, and freedom in their retirement planning. Services offered include retirement planning, investment management, insurance services, and personalized advice to help clients reach their financial goals.
9057 Washington Ave NW, Silverdale, WA 98383, United States
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