Financial advisor for business owners in Seattle, WA
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Financial Advisor Seattle
● ClosedFinancial Advisor Seattle is a trusted finance institution located at 4730 University Way Northeast in Seattle, Washington. Our team of experienced financial advisors is dedicated to helping individuals and businesses make informed decisions about their finances. Whether you need assistance with retirement planning, investment strategies, or estate planning, we are here to provide personalized and professional guidance. Contact us today to schedule a consultation and take control of your financial future.
4730 University Way NE Suite 104, Seattle, WA 98105, United States -
James Navone - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJames Navone is a Financial Advisor at Ameriprise Financial Services, LLC located at 101 Elliott Avenue West, Seattle, Washington, United States. James holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. With expertise in asset management, estate planning, investment strategies, retirement planning, and more, James provides comprehensive financial services to individuals and small business owners. Whether you are planning for retirement, managing investments, or navigating complex financial situations, James Navone is dedicated to helping you achieve your financial goals with integrity and professionalism.
101 Elliott Ave W #510, Seattle, WA 98119, United States -
Andrea Singleton - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedAndrea Singleton - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 1200 Westlake Avenue North, Seattle, Washington, United States. Andrea holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in various aspects of financial planning, asset management, estate planning, retirement planning, and more. Andrea is dedicated to providing comprehensive and ethical financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on client assessment, risk management, investment strategies, and estate planning, Andrea aims to help clients achieve their financial goals and secure their financial future.
1200 Westlake Ave N Ste 501, Seattle, WA 98109, United States -
Albert Israel - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAlbert Israel is a Financial Advisor at Ameriprise Financial Services, LLC located at 520 Pike Street in Seattle, Washington, United States. Albert 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 more. Albert is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need help with portfolio management, insurance products, tax planning, or retirement income strategies, Albert Israel is here to help. Contact him today for a comprehensive financial plan tailored to your unique needs.
520 Pike St Ste 2725, Seattle, WA 98101, United States -
Britt Saylor - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBritt Saylor is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 520 Pike Street in Seattle, Washington. With a focus on providing personalized financial planning and investment strategies, Britt Saylor helps clients achieve their financial goals and secure their financial future. With expertise in retirement planning, wealth management, and investment advisory services, Britt Saylor is committed to helping clients navigate the complexities of the financial market and make informed decisions. Contact Britt Saylor today to start planning for a secure financial future.
520 Pike St Ste 2725, Seattle, WA 98101, 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 -
Merrill Lynch Financial Advisor Colin Igawa
● ClosedMerrill 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.
401 Union St, Seattle, WA 98101, United States -
Doug Jones - State Farm Insurance Agent
● ClosedDoug Jones - State Farm Insurance Agent is a finance and insurance agency located at 124 4th Avenue South in Kent, Washington, United States. Doug, a father of four, husband, and small business owner, is dedicated to making insurance understandable and accessible in a language of your choice. The agency offers tips to help you avoid the dangers of drunk driving, stay safe online, and protect your personal information. Doug and his licensed team provide services in English, Spanish, Hindi, and Punjabi to customers in the Greater Seattle and Tacoma areas. Whether in office, at home, or virtually, they strive to meet your preferences and provide warm, friendly, and professional service.
124 4th Ave S #210, Kent, WA 98032, United States -
Falcon Wealth Planning
● ClosedFalcon Wealth Planning is a finance institution located at 1700 7th Avenue, Seattle, Washington, United States. At Falcon Wealth, we help you live the life you want by providing personalized and transparent fiduciary advice to help you reach your financial goals. Our reviews contain testimonials from users who have had real-life experiences with our services, reflecting their personal opinions. We offer wealth management solutions tailored to fit your financial needs and unique lifestyles, strategizing to effectively manage your wealth for generations to come. Our focus is on harmonizing your personal finances with your corporate lifestyle, ensuring financial stability while meeting the economic stipulations of your company.
1700 7th Ave #2100, Seattle, WA 98101, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 12727 Renton Avenue South in Seattle, Washington, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for assistance with your personal taxes or a business owner in need of accounting support, H&R Block is here to help. Trustworthy, reliable, and dedicated to helping you achieve your financial goals, H&R Block is a trusted partner for all your accounting and finance needs.
12727 Renton Ave S, Seattle, WA 98178, United States -
Joseph & Hetrick, LLC
● ClosedJoseph & Hetrick, LLC is an accounting and finance institution located at 1037 Northeast 65th Street in Seattle, Washington, United States. Specializing in navigating complex IRS tax problems, the firm offers assistance with late filings and audit correspondence. Using proactive tax planning and strategic financial coaching, they help high-value employees leverage equity compensation to their benefit. The firm utilizes TaxDome, a secure client portal for document sharing and secure messaging, and offers consultations via Zoom or phone. Founded by Randy and her daughter Deva, the firm focuses on equity compensation with a small team to provide personalized service. Randy, with a background in tax auditing and accounting, brings over 23 years of experience to the firm. Deva, a former professional poker player turned Enrolled Agent, enjoys blending math and strategy with a human touch to help clients transform stress into calm. Valerie, another member of the team, offers customized tax advice to businesses and their owners.
1037 NE 65th St #5, Seattle, WA 98115, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 2232 Northwest Market Street in Seattle, Washington. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for assistance with your personal finances or a business owner seeking strategic advice, H&R Block is dedicated to providing personalized solutions to meet your specific needs. Visit us today to experience the expertise and reliability that sets H&R Block apart in the field of accounting and finance.
2232 NW Market St, Seattle, WA 98107, United States -
The Akopyan Group, CPAs P.S.
● ClosedThe Akopyan Group, CPAs P.S. is a reputable accounting and finance institution located in Seattle, Washington. With a personalized approach, they treat their clients like family, taking care of their financial books so they can focus on running their businesses. The firm provides timely financial reports to keep clients informed about their financial standing and offers a Business Owners Package for strategic financial planning and growth. Handling payroll services and ensuring accurate tax returns, The Akopyan Group, CPAs P.S. eliminates financial headaches for business owners. Their cloud-based portal makes it easy for clients to manage employee hours while the firm takes care of the rest. Additionally, they provide valuable information on tax credits, employer-sponsored educational assistance programs, and ways to protect against financial scams.
315 1st Ave W B, Seattle, WA 98119, United States -
RMJR Tax and Accounting
● ClosedRMJR Tax and Accounting is a reputable accounting and finance institution located at 2811 East Madison Street in Seattle, Washington, United States. With a team of experienced professionals, RMJR offers a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Clients can trust RMJR for accurate and efficient financial solutions tailored to their individual needs. Whether you are an individual or a business owner, RMJR Tax and Accounting is committed to helping you achieve your financial goals.
2811 E Madison St, Seattle, WA 98112, United States
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