Search Results
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1
Chaney Capital Management Inc.
Edmonds,
WA
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.
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2
D'Annunzio Consulting Group, LLC
Tacoma,
WA
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...
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3
Empirical Wealth Management, LLC
Seattle,
WA
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....
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4
Frederic T. Kutscher Associates, Inc.
Seattle,
WA
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…
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5
Lakeside Capital Management LLC
Seattle,
WA
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...
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6
S. R. Schill & Associates
Mercer Island,
WA
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...
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7
Synergy Financial Management, LLC
Seattle,
WA
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...
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8
Robinswood Financial
Kirkland,
WA
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...
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9
Appropriate Balance Financial Services Inc
500 - 108th Avenue Ne, Suite 910
Bellevue, WA
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10
Arcadia Investment Advisors, LLC
1601 Officers Row
Vancouver, WA
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11
Ariston Capital Management Corp
227 Bellevue Way Ne #71
Bellevue, WA
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12
Asset Planning & Management, Inc.
422 W. Riverside Avenue, Suite 830
Spokane, WA
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13
Auxano Advisors
401 Parkplace, Suite 400
Kirkland, WA
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14
Badgley, Phelps And Bell, Inc.
1420 Fifth Avenue
Seattle, WA
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15
Bay City Financial Services Inc
1255 Barkley Blvd. #102
Bellingham, WA
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16
BBJS Financial Advisors, LLC
1501 Fourth Avenue, Suite 2880
Seattle, WAServices 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...
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17
Bogdanovich Wealth Management PLLC
9725 3rd Avenue NE
Seattle, WA
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18
Bondstreet Wealth Management, LLC
2911 Bond St, Suite 105
Everett, WA
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19
Brighton Jones LLC
506 2nd Ave
Seattle, WA
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20
Buckley Investment Group, LLC
20 East Poplar Street
Walla Walla, WA
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21
Capital Planning Corp
10900 NE 4th Street
Bellevue, WA
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22
Christensen, King & Associates Investment Services, Inc.
1334 Jadwin Avenue
Richland, WA
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23
Conlon & Dart LLC
200 W Mercer Street
Seattle, WAServices offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover
Portfolio requirement: $500,000
**NAPFA Member** We are an SEC-registered investment advisory firm devoted to delivering highly customized wealth management and financial planning solutions on a Fee-Only basis.
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24
Conway Jarvis LLC
3147 Fairview Ave E. Suite #300
Seattle, WA
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25
Cornerstone Advisors Inc
10885 NE 4th St
Bellevue, WA
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My Portfolio Amount
- Up to $50,000 (2)
- $50,000 to $150,000 (3)
- $150,000 to $250,000 (6)
- $250,000 to $500,000 (10)
- $500,000 to $1 million (13)
- $1 million to $3 million (14)
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Services Offered
- 401K to IRA Rollover
- 529 College Savings
- Estate Planning
- Money Management
- Retirement Planning