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Displaying results 1 to 25 of 88

  • 1

    Empirical Wealth Management, LLC

    Seattle, WA (0.32 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $500,000

    We offer financial planning and investment management services to individuals and families. We provide guidance to those who are interested in effectively preserving and growing their wealth. Our NEW CLIENT minimum portfolio size = $500,000....

  • 2

    Frederic T. Kutscher Associates, Inc.

    Seattle, WA (0.32 miles)

    Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover

    Portfolio requirement: $1,000,000

    **NAPFA Member** We take a comprehensive approach to wealth management for our diverse clientele. NEW CLIENT minimum portfolio size = $1,000,000…

  • 3

    Synergy Financial Management, LLC

    Seattle, WA (0.32 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $250,000

    We are focused on providing Fee-based investment advice and comprehensive financial planning services to individuals and businesses. Contact us today to discuss your financial planning goals and objectives. NEW CLIENT Minimum Portfolio Size = $250,000...

  • 4

    Lakeside Capital Management LLC

    Seattle, WA (2.69 miles)

    Services offered: Money Management, 401K to IRA Rollover

    Portfolio requirement: $1,000,000

    Our independent & unbiased investment counseling is what you will find when working with us. We are seeking a select number of new clients within Seattle and the Puget Sound region. Our NEW CLIENT Minimum Portfolio Size = $1,000,000...

  • 5

    S. R. Schill & Associates

    Mercer Island, WA (5.37 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $250,000

    We have been a trendsetter in the investment industry for over 20 years. We are always looking for ways to improve investment returns! Our NEW CLIENT Minimum Portfolio Size = $250,000...

  • 6

    Robinswood Financial

    Kirkland, WA (7.74 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning

    Portfolio requirement: $250,000

    We are a registered investment advisory firm providing services to individual clients. Our passion is to help our clients maximize the growth of their investments and fulfill their financial goals. Our NEW CLIENT minimum portfolio size = $250,000...

  • 7

    Chaney Capital Management Inc.

    Edmonds, WA (13.97 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning

    Portfolio requirement: $100,000

    For over a decade we have been providing independent investment and financial planning advice for families, individuals and businesses. We are confident we can help you! We look forward to your inquiry.

  • 8

    D'Annunzio Consulting Group, LLC

    Tacoma, WA (24.30 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $3,000,000

    We are an independent investment advisor and serve select national clientele with investable assets of $20 Million dollars or more. NEW CLIENT minimum portfolio size = $3M...

  • 9

    Marshall & Sullivan, Inc.

    1001 Fourth Ave Plaza Ste 4131
    Seattle, WA

  • 10

    Runde & Co. LLC

    1001 Fourth Avenue Plaza, Suite 3200
    Seattle, WA

  • 11

    Brighton Jones LLC

    506 2nd Ave
    Seattle, WA

  • 12

    Huntington Steele LLC

    925 4th Avenue #3700
    Seattle, WA

  • 13

    Laird Norton Tyee Asset Strategies, LLC

    801 Second Avenue, Suite 1600
    Seattle, WA

  • 14

    Seacap Investment Advisors

    701 5th Ave, Ste 6710
    Seattle, WA

  • 15

    Certified Test Advisors

    1234 Main Street
    Seattle, WA

    TEST Account

  • 16

    Badgley, Phelps And Bell, Inc.

    1420 Fifth Avenue
    Seattle, WA

  • 17

    BBJS Financial Advisors, LLC

    1501 Fourth Avenue, Suite 2880
    Seattle, WA

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $500,000

    Founded in 1954, we deliver a high level of personal attention to each of our clients to help realize their financial goals of protecting and growing wealth. NEW CLIENT minimum portfolio size = $500,000...

  • 18

    Helm Capital Management

    1904 Third Avenue, Suite 325
    Seattle, WA

  • 19

    JAV Capital Management, Inc.

    601 Union Street
    Seattle, WA

  • 20

    Lesa Sroufe & Company, Inc.

    1200 5th Ave., Suite 1200
    Seattle, WA

  • 21

    Oliver Capital Management, Inc.

    601 Union Street
    Seattle, WA

  • 22

    Olson Investment Advisors, LLC

    520 Pike Street #2225
    Seattle, WA

  • 23

    P.I.m., Inc.

    1420 Fifth Avenue
    Seattle, WA

  • 24

    Pengra Capital Management Inc

    601 Union St
    Seattle, WA

  • 25

    Perkins Coie Capital Management

    1201 3rd Ave
    Seattle, WA

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