Financial plan development in Seattle, WA
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Seattle Children's Department of Adolescent Medicine
● OpenSeattle Children's Department of Adolescent Medicine, located at 4540 Sand Point Way Northeast in Seattle, Washington, is a specialized health institution dedicated to providing comprehensive care for adolescents and young adults. Our multidisciplinary team consists of medical providers, nurses, dietitians, and social workers who collaborate to address the physical and emotional needs of patients from puberty through early adulthood. Our Adolescent Medicine clinics focus on five key areas: mental health, reproductive and sexual health, substance use prevention, gender-affirming care, and biofeedback for chronic pain and stress management. We offer specialized treatment for conditions such as eating disorders, gynecological issues, and reproductive health concerns.
4540 Sand Point Way NE building 1 suite 200, Seattle, WA 98105, United States -
Seattle Benefits Consulting
● ClosedSeattle Benefits Consulting is an insurance agency located at 1230 South 336th Street in Federal Way, Washington. We specialize in providing expert consulting services to help individuals and businesses navigate the complex world of insurance benefits. Our team of experienced professionals is dedicated to finding the best insurance solutions tailored to each client's unique needs. Whether you are looking for health, life, disability, or other insurance coverage, Seattle Benefits Consulting is here to help you make informed decisions and secure your financial future. Contact us today to learn more about how we can assist you with your insurance needs.
1230 South 336th St suite a, Federal Way, WA 98003, United States -
Merrill Lynch Financial Advisor Neil B Mohaghegh
● ClosedMerrill Lynch Financial Advisor Neil B Mohaghegh, located at 401 Union Street, Seattle, Washington, United States, is a finance institution dedicated to managing your wealth with a personalized approach. With a focus on understanding your financial goals and priorities, Neil Mohaghegh can create a flexible strategy tailored to your needs in today's ever-changing market conditions. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, he helps clients pursue their goals through personalized wealth management strategies. Neil Mohaghegh follows the Merrill tradition of community involvement, volunteering with local organizations to give back. Through Merrill Personal Wealth Analysis™, he can help clients build a personalized plan centered on their goals and aspirations. By engaging in conversations to understand clients' evolving needs and priorities, Neil Mohaghegh aims to develop a financial approach that aligns with their values and long-term objectives.
401 Union St, Seattle, WA 98101, United States -
Fritz Financial Services, CPA
● ClosedFritz Financial Services, CPA is a tax services and tax consulting institution located at 903 East Main Street in Auburn, Washington, serving clients in Auburn, Kent, and the Greater Seattle Area. With over 80,000 pages of constantly changing tax code, Fritz Financial Services partners with clients to identify opportunities to meet long term goals and minimize tax liability over their lifetime. As a licensed CPA since 2009 and CFA Charter holder since 2011, Fritz Financial Services offers a unique perspective in tax planning and investments. The institution offers tax consulting sessions throughout the year to develop comprehensive tax strategies and maximize client value.
903 E Main St suite 213, Auburn, WA 98002, United States -
Merrill Lynch Financial Advisor Andrew D Beason
● ClosedMerrill Lynch Financial Advisor Andrew D Beason, located at 401 Union Street, Seattle, Washington, United States, offers personalized wealth management strategies tailored to your goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Andrew Beason can help you navigate the changing market conditions to pursue your financial goals. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your aspirations and focused on achieving what matters most to you. By understanding your unique investment personality and financial objectives, Andrew Beason can create a customized approach to help you manage, grow, and preserve your wealth for the future. Whether you are planning for retirement, saving for a home, or passing on wealth to future generations, the goal is to help you achieve your financial aspirations. With a focus on building a dedicated one-on-one relationship, Andrew Beason is committed to helping you stay on track and adapt to changes in your life and the financial markets. As an Accredited Wealth Management Advisor™ and Chartered Retirement Planning Counselor™, Andrew Beason is equipped to provide investment strategies and comprehensive financial solutions to help you live your best financial life. Contact Merrill Lynch Financial Advisor Andrew D Beason to begin designing a personalized financial approach that reflects your unique needs and priorities.
401 Union St, Seattle, WA 98101, United States -
Markow Financial Group Inc
● ClosedMarkow Financial Group Inc, located at 2015 West Dravus Street in Seattle, Washington, is a finance institution specializing in goal-based wealth and tax management. As an independent firm, they focus on providing personalized solutions tailored to each client's individual goals and needs. With a commitment to unbiased and objective advice, Markow Financial Group works closely with clients to develop financial plans that align with their ambitions. Their investment planning approach is disciplined and long-term, ensuring strategies are tailored to each client's unique needs. Additionally, they offer comprehensive insurance services to help clients secure their future and navigate the complexities of the tax system. Registered with Cambridge Investment Research, Inc., Markow Financial Group Inc is dedicated to providing transparent and customized financial solutions to residents of several states.
2015 W Dravus St #103, Seattle, WA 98199, United States -
Timothy H Khin - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenTimothy H Khin is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 1080 West Ewing Place, Seattle, Washington, United States. Timothy holds several certifications including 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, 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 Timothy's expertise and commitment to providing comprehensive financial planning services to individuals and businesses. With a focus on asset management, retirement planning, estate planning, and investment strategies, Timothy is dedicated to helping clients achieve their financial goals.
1080 W Ewing Pl #200, Seattle, WA 98119, 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 -
Dr. Susan G. Marshall, MD
● OpenDr. Susan G. Marshall, MD is a renowned institution located at 4800 Sand Point Way Northeast, Seattle, Washington, United States. Dr. Marshall is the Vice Chair for Education in the Department of Pediatrics at the University of Washington School of Medicine and the Director of the Medical Education Research Center at the Center for Respiratory Biology and Therapeutics. Dr. Marshall is an Attending Physician in the Pulmonary and Sleep Medicine Division at Seattle Children's Hospital and a Professor of Pediatrics at the University of Washington School of Medicine. She received her MD from the University of California, Los Angeles and completed her residency and fellowship at the University of Washington and Seattle Children's Hospital. Dr. Marshall's clinical interests cover a wide range of pulmonary medicine.
4800 Sand Point Way NE # 5G-1, Seattle, WA 98105, United States -
The Commodore Apartments
● OpenThe Commodore Apartments, located at 3119 West Commodore Way in Seattle, Washington, is managed by Prospector Property Management, a full-service property management company specializing in Multifamily and Commercial properties in King, Pierce, and Snohomish counties. With a focus on operational expertise and innovative marketing solutions, Prospector Property Management delivers superior results for their clients. Whether you are looking to switch property managers, develop a new project, or improve profitability, Prospector Property Management has the experience and resources to meet your needs. From expert market analysis to comprehensive budgets and long-term investment planning, they ensure that your property is rented quickly and consistently.
3119 W Commodore Way, Seattle, WA 98199, United States -
Manoj P. Menon
● OpenManoj P. Menon is a reputable health institution located at 410 9th Avenue in Seattle, Washington, United States. As a doctor specializing in providing quality care to patients, he is dedicated to ensuring the well-being of individuals in the community. Patients can schedule appointments with Dr. Menon by calling the institution directly. At UW Medicine, patient feedback is valued and plays a crucial role in maintaining high standards of care. The institution is committed to transparency and strives to provide the best possible healthcare services to all patients.
410 9th Ave, Seattle, WA 98104, United States -
Reinsel Consulting
● ClosedReinsel Consulting is a reputable health institution located in Seattle, Washington. Our dedicated team of professionals provides top-notch consulting services to individuals and organizations in the healthcare industry. With a focus on improving patient care and operational efficiency, we offer tailored solutions to meet the specific needs of our clients. Visit us at 4144 19th Avenue Southwest to learn more about how Reinsel Consulting can help you achieve your healthcare goals.
4144 19th Ave SW, Seattle, WA 98106, United States -
Gordon Thomas Honeywell LLP
● ClosedGordon Thomas Honeywell LLP is a law firm located at 1201 Pacific Avenue in Tacoma, Washington, United States. They specialize in planning for unique family and financial goals, advocating for businesses, individuals, and public entities, and helping clients navigate complex regulatory landscapes. The firm is known for its commitment to community service, with attorneys like Andrea McNeely actively involved in the Tacoma-Pierce County Bar Association. Recently, attorney Rob Wilke made headlines for representing a client in a high-profile case against a local bar. The firm also prioritizes mentorship and professional development, with new associates like Katie Chan participating in court proceedings. Gordon Thomas Honeywell LLP is dedicated to supporting the community, including mentoring students at Sheridan Elementary School in Tacoma. For more information, visit their website or contact their Seattle office at 520 Pike Tower.
1201 Pacific Ave #2100, Tacoma, WA 98402, United States -
Campollo Consulting
● OpenCampollo Consulting, located in Seattle, Washington, is a finance institution specializing in providing services in Emerging Markets, Pension Funds Asset Allocation, Trend Analysis, Investment Product Design and Development, Manager Searches and RFPs. With a focus on Latin America Pension Funds, Campollo Consulting helps clients with Corporate Governance and Social Responsible Investment strategies. The institution has created The Guide to Latin America Pensions, offering detailed country reports on investment regulations and operating contexts facing pension fund management companies in 11 countries. Campollo Consulting offers detailed data on pension funds' asset allocations across 23 asset categories, with 5 year time series data in excel format for easy use.
1416 NW 46th St STE 105, Seattle, WA 98107, United States -
Millennial Wealth, LLC
● ClosedMillennial Wealth, LLC is a finance institution located at 3518 Fremont Avenue North in Seattle, Washington, United States. Our focus is on providing financial planning for your future, experiences, and life. We aim to help you develop a dynamic plan that encompasses your current and future financial goals. Our planning process is designed to give you confidence, peace of mind, and actionable steps to achieve your goals. We believe in educating our clients throughout their financial journey to instill confidence, inspire action, and ultimately achieve their goals. Our approach is transparent, and we make sure you understand the reasoning behind our recommendations. We start by discussing risk, aligning your portfolio with your goals, and utilizing a rules-based approach.
3518 Fremont Ave N #443, Seattle, WA 98103, 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 -
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 -
Karchesy & Company
● OpenKarchesy & Company is a reputable accounting and finance institution located at 7282 Stinson Avenue in Gig Harbor, Washington. Our team is highly experienced in navigating the complexities of business formation and finances, and we are dedicated to helping our clients achieve success. We specialize in keeping your books in line, leveraging your time, and ultimately contributing to your prosperity. Serving the greater Seattle Tacoma & Gig Harbor area, we are committed to providing collaborative and personalized services to meet your specific needs. Trust Karchesy & Company to help you achieve your financial goals and thrive in the competitive business world.
7282 Stinson Ave suite c, Gig Harbor, WA 98335, 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 -
Tax Hack Accounting Group
● OpenTax Hack Accounting Group, located at 107 Spring Street in Seattle, Washington, is a leading institution in the field of accounting and finance. With a focus on understanding your business, industry, and objectives, we develop customized strategic plans to lower your tax liability and maximize cash savings tailored to your specific stage of business. Our team of experienced professionals provides tax advisory services and accounting for businesses of all sizes, with a specialty in R&D tax services for optimal compliance and tax benefits. With a track record of handling audits with over $1,000,000 in proposed adjustments, our advisors, who are former Big-4 consultants, apply innovative tax and advisory strategies to generate specific results for our clients. We believe in continuous support and empowering businesses across diverse industries, from e-commerce to manufacturing and beyond. Our On-Ramp programs offer ongoing advice and strategy to monitor key performance indicators and financial data throughout the year, seeking credits, reimbursements, and deduction opportunities.
107 Spring St, Seattle, WA 98104, United States -
Collaborative Business Solutions, LLC
● ClosedCollaborative Business Solutions, LLC is a financial institution located in Seattle, Washington, United States. We specialize in providing accounting and finance services to entrepreneurs who are looking to build companies of value that make a lasting impact on the world. Whether you are just starting out or rapidly scaling your business, we offer expert insights and tailored solutions to help you achieve your goals. Our team of experienced professionals can help you access the resources you need to define your income and lifestyle, while alleviating the pressures of running a business so you can focus on your core strengths.
2401 4th Ave #860, Seattle, WA 98121, United States
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