Legal consultation in Washington

Thrivent Financial - Pacific Cascade Advisors is a finance institution located at 9300 Northeast Vancouver Mall Drive in Vancouver, Washington, United States. Licensing for their services can be obtained through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for further planning engagement through Dedicated Planning Services for a fee. They do not provide legal, accounting, or tax advice, so clients are encouraged to consult their own professionals in those areas. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Their team members may not provide all products, programs, and services in all states, so clients should inquire about availability. Visit Thrivent.com or FINRA's Broker Check for more information about their financial advisors and the services they offer.

Bank of America Private Client Advisor David P Moss, located at 101 East 6th Street in Vancouver, Washington, is a finance institution that offers personalized wealth management services to high-net-worth individuals, families, and entrepreneurs. David Moss, a Managing Director at Bank of America Private Bank, leads a team of specialists who work together to design and implement tailored financial strategies, including investment management, trust and estate planning, lending, and private philanthropy. With nearly three decades of experience in private wealth management, David and his team prioritize the goals and needs of their clients, utilizing local resources and national capabilities to help them achieve their financial objectives. The team at Bank of America Private Client Advisor David P Moss is committed to building strong client relationships based on trust and personal experience. They take the time to listen and learn about each client's unique situation before creating strategies that aim to meet their needs, goals, and best interests now and in the future. With a history of over 200 years, Bank of America Private Bank has helped clients navigate the complexities of managing significant wealth, drawing on a personalized approach and the resources of Bank of America to help individuals, families, businesses, and institutions achieve their financial goals.

Gerald Taylor - Thrivent is a finance institution located at 237 Northeast Chkalov Drive in Vancouver, Washington, United States. Licensing for their services can be obtained through the State Insurance Department's website, as listed on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, and clients are encouraged to consult with their own attorney or tax professional. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Dane Schultz-Andersen - Thrivent is a finance institution located at 316 Southeast 123rd Avenue in Vancouver, Washington, United States. They are licensed in multiple states including AZ, CA, CO, GA, HI, ID, IN, KS, OR, TX, UT, VA, and WA. Thrivent does not provide legal, accounting, or tax advice, but offers financial planning services through their Financial Planning Framework. Clients can also opt for Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Licensed agents and producers of Thrivent provide these services. For more information on their financial advisors and professional designations, visit their website or FINRA's Broker Check.

George Burgin - Thrivent is a financial institution located at 1624 4th Avenue East in Olympia, Washington, United States. The institution, also known as Catalyst Financial Advisors and Associates, offers comprehensive financial guidance tailored to individual goals and values. The team of financial professionals at Catalyst Financial Advisors and Associates is dedicated to helping clients achieve a more secure financial future by providing wealth management, needs-based solutions, and dedicated planning services. Thrivent believes that money is a tool, not a goal, and is committed to providing financial advice, investments, insurance, banking, and generosity programs to help clients make the most of their resources. By becoming a member of Thrivent, individuals join a community that looks out for each other and aims to live more meaningful lives. With a long heritage of financial strength and fiscal stability, Thrivent has been helping people build their financial futures for over 100 years.

David Jordan - Thrivent is a finance institution located at 2819 Northwest Kitsap Place in Silverdale, Washington, United States. The institution is licensed in multiple states, including AK, AL, AZ, CA, FL, ID, MD, MI, SC, TN, TX, VA, and WA. They offer insurance products and investment advisory services through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent Financial for Lutherans. Clients can receive financial planning advice and guidance through the Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent does not provide legal, accounting, or tax advice, and clients are encouraged to consult with their own professionals in those areas. Only financial advisors are credentialed to provide investment advisory services. For more information on the institution's financial advisors and professional designations, visit their website or FINRA's Broker Check.

Drew Constanzer - Thrivent is a finance institution located at 1624 4th Avenue East, Olympia, Washington, United States. Catalyst Financial Advisors and Associates, a team of dedicated professionals, provides comprehensive financial guidance tailored to your goals and values. With a focus on personalized solutions, they offer wealth management, planning services, and needs-based strategies to help you achieve financial security. Thrivent believes in using money as a tool for a higher purpose and offers a range of financial services including advice, investments, insurance, and banking. As a part of Thrivent, you become a member of a community dedicated to helping others and living a more meaningful life. With a long history of financial strength, Thrivent has been helping clients build their futures for over 100 years. Their team of experts provides insights on market updates and economic trends to guide you on your financial journey. Thrivent does not provide legal, accounting, or tax advice, but offers comprehensive financial planning services to help you navigate your financial goals. With a commitment to transparency and integrity, Thrivent aims to empower individuals to make informed financial decisions for a secure future.

Rick North - Thrivent is a finance institution located at 5790 Soundview Drive in Gig Harbor, Washington, United States. Licensing for the services provided by Thrivent can be obtained through the State Insurance Department's website, as recommended by the National Association of Insurance Commissioners. Please note that Thrivent and its financial professionals do not offer legal, accounting, or tax advice. It is advised to consult with your attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which involves a review and analysis of a client's financial situation. Clients may also opt for Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Merrill Lynch Financial Advisor Michael D Maroni, located at 187 Parfitt Way Southwest, Bainbridge Island, Washington, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Their mission is to understand each client individually, asking smart questions and listening carefully to create a comprehensive financial strategy tailored to personal goals and risk management. The institution provides timely insights on market trends and global economy to help clients stay on track. By utilizing the Investment Personality Assessment and behavioral finance research, Merrill advisors customize financial approaches to align with client preferences and priorities. With access to Bank of America's credit and lending solutions, they offer transparent, personalized plans to pursue financial goals and adjust strategies as needed. Merrill goes beyond traditional advising roles, offering premier customer service, financial tools, and fresh perspectives to help clients make informed decisions for their future. It is important to note that some alternative investments may not be suitable for all investors, and Merrill recommends consulting legal and tax advisors before making financial decisions.

Kathleen North - Thrivent is a finance institution located at 5790 Soundview Drive, Gig Harbor, Washington, United States. They are licensed in multiple states including AZ, CA, FL, IA, SC, and WA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. They do not provide legal, accounting, or tax advice, and recommend consulting with a professional in those areas. Only credentialed financial advisors are authorized to provide investment advisory services. For more information on their services and professional designations, visit their website or FINRA’s Broker Check.

Bank of America Private Client Advisor Steven M Harlow, located at 1201 Pacific Avenue in Tacoma, Washington, offers personalized banking solutions to clients in the South Puget Sound area and beyond. With over 30 years of experience, Senior Vice President Steve Harlow and his dedicated team provide private banking, wealth planning, investment management, business transition planning, philanthropic guidance, and customized lending solutions. Steve is known for his frequent communication with clients and his ability to address financial challenges and opportunities. The institution is committed to building strong client relationships based on trust and personal experience, with a focus on creating strategies to meet clients' needs and goals. Bank of America Private Bank has a rich history of helping clients manage significant wealth and navigate the complexities of the financial landscape. The institution values innovation and aims to provide clients with disciplined financial strategies and a bridge across generations. Please note that by visiting the Bank of America Private Bank's website, you may be directed to FINRA’S BrokerCheck and subject to separate terms and privacy policies. It is important to consult legal and tax advisors before making any financial decisions.

Catalyst Financial Advisors and Associates, located at 2505 South 320th Street, Federal Way, Washington, United States, is a finance institution that offers comprehensive financial guidance tailored to your goals and values. The team of financial professionals and support staff at Catalyst Financial Advisors and Associates are dedicated to helping you achieve a more secure financial future. With diverse knowledge and expertise, they provide services such as wealth management, financial planning, and needs-based solutions to meet your individual needs. As part of Thrivent, a Fortune 500 company, they offer a range of financial solutions and resources to help you make the most of your financial journey. Membership with Thrivent also provides tools and support for giving back to your community and living a more meaningful life. With Thrivent, you can find the answers to your financial questions and receive expert advice every step of the way. Visit their website for more information on professional designations and services offered. Please note that Thrivent financial advisors do not provide legal, accounting, or tax advice, so it is recommended to consult with a professional in those areas.

Jesse McAdam - Thrivent is a finance institution located at 15111 105th Avenue Court East, Puyallup, Washington, United States. Our team specializes in helping clients prepare for the uncertainty of the future by aligning financial decisions with goals and values. We offer strategies to help clients achieve their dreams, whether it's traveling in retirement or staying close to home. Our licensing includes AR Insurance Lic. #18488731, AZ, CA Insurance Lic. #0M08298, CO, FL, GA, ID, IN, LA, NC, NM, NV, OR, PA, WA, WI. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but we offer advice and guidance through our Financial Planning Framework. Clients can further their planning engagement with Dedicated Planning Services for a fee.

Kevin Gleim - Thrivent is a finance institution located at 8206 112th Street East, Puyallup, Washington, United States. Licensing for the institution is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. Thrivent provides advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products issued by Thrivent may not be available in all states.

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 Jonathan Jepsen, located at 1201 Pacific Avenue in Tacoma, Washington, offers personalized wealth management strategies tailored to your individual financial goals. With a deep understanding of your financial picture, Jonathan can create a flexible strategy to navigate today's changing market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. Jonathan is dedicated to serving the community and volunteers with local organizations. Through Merrill Personal Wealth Analysis™, he can help you build a personalized plan centered around your goals. By listening to your priorities and aspirations, Jonathan can help you make informed investment decisions that align with your values and objectives.

Bulwark 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.

Servicios Latinos is a finance institution located at 3312 East 4th Plain Boulevard in Vancouver, Washington. Our mission is to provide financial services to the Latino community in the United States, offering a range of products and solutions tailored to meet the unique needs of our customers. Whether you are looking for assistance with money transfers, loans, or other financial services, our team of dedicated professionals is here to help. Visit us today to learn more about how Servicios Latinos can help you achieve your financial goals.

All Serv is a reputable institution located at 224 East Sharon Avenue in Burlington, Washington. We provide a wide range of services to our clients, including financial consulting, legal assistance, and business management. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their goals and overcome challenges. With a commitment to excellence and customer satisfaction, All Serv is the go-to institution for all your service needs in the United States.

Washington Tax Services is a reputable institution located at 2233 1st Avenue South in Seattle, Washington. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of tax laws and regulations. Whether you need assistance with tax planning, preparation, or resolution of tax issues, our knowledgeable staff is here to provide expert guidance and support. Trust Washington Tax Services to help you achieve financial success and peace of mind.

Mc Corkle & Associates is a reputable accounting and finance institution located at 319 South 3rd Street in Renton, Washington. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the United States. From tax preparation to financial planning, Mc Corkle & Associates is dedicated to providing top-notch services to help clients achieve their financial goals. Whether you need assistance with bookkeeping or investment management, you can trust Mc Corkle & Associates to deliver personalized and expert advice.

Joseph & 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.

Hersman, Serles, Almond LLC is a leading accounting and finance firm located at 520 Kirkland Way in Kirkland, Washington, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Trust Hersman, Serles, Almond LLC for all your accounting and finance needs.

EFG CPAs PLLC is a reputable accounting, finance, and legal institution located at 2020 El Capitan Way in Everett, Washington, United States. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, audit and assurance, and legal counsel. With a commitment to excellence and client satisfaction, EFG CPAs PLLC is dedicated to helping individuals and businesses achieve their financial goals. Contact us today to see how we can assist you with your accounting and legal needs.

Capital Tax Service of Kent, located at 18000 72nd Avenue South in Kent, Washington, is your trusted partner for all your accounting and finance needs. Our team of proven tax experts at Premier Tax Pros is dedicated to providing expert tax preparation and debt relief solutions to ensure your financial peace of mind. We offer precision financial insights to empower your wealth with expert tax analysis. At Capital Tax Service Inc., we specialize in helping you with all your income tax requirements, including federal, state, and local tax filings. Our comprehensive understanding of tax legislation allows us to minimize your tax obligations at all levels. We provide intelligent tax preparation services in Kent, Renton, Auburn, and surrounding areas in South King County.

Lake Kennedy McCulloch is a reputable accounting and finance institution located at 434 Madrona Street in Eastsound, Washington, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, financial planning, or investment management, Lake Kennedy McCulloch is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted resource for all your financial needs.

Tax Relief Pros Bellingham is a trusted institution located at 114 West Magnolia Street in Bellingham, Washington. Specializing in accounting, finance, and legal services, they offer expert assistance for individuals facing back tax issues with the IRS. Their experienced tax attorneys can help you navigate the complexities of tax laws and negotiations with the IRS to find a resolution that works for you. Don't face the IRS alone - schedule a free consultation with Tax Relief Pros Bellingham today to get the help you need. Serving clients in Bellingham, Lummi Island, Ferndale, and beyond, they are the go-to resource for tax relief solutions in the area. Contact them at (360) 255-5625 for more information.

Carter Vest Tax Attorney, located at 1313 East Maple Street in Bellingham, Washington, is a reputable institution specializing in accounting, finance, and legal services. Our team of experienced tax attorneys is dedicated to helping individuals and businesses navigate complex tax laws, settle back taxes, and achieve financial freedom. With over 25 years of experience, we provide personalized debt solutions and affordable fees to meet the unique needs of each client. Whether you are facing IRS audits, tax bills, or disputes, our skilled professionals can offer expert guidance and representation to resolve your tax issues effectively. Contact Carter Vest Tax Attorney in Bellingham at (360) 548-7067 for reliable tax relief services and expert legal assistance.

Archer Halliday PS is a reputable accounting and finance institution located at 1621 Cornwall Avenue in Bellingham, Washington, United States. With a team of skilled professionals, they provide top-notch financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, financial planning, or auditing, Archer Halliday PS is dedicated to helping you achieve your financial goals. Their commitment to excellence and attention to detail set them apart as a trusted resource for all your accounting needs.

Towne Appraisals is a reputable institution located on Britt Road in Mount Vernon, Washington. Specializing in finance and legal services, our team of experienced professionals provides accurate and reliable appraisals for a variety of purposes. Whether you are in need of property valuation for a mortgage, estate planning, or litigation support, Towne Appraisals is dedicated to delivering high-quality services tailored to meet your specific needs. Trust us to provide you with the expertise and professionalism you deserve.