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Financial Advisory Services in Bellevue, Washington

Touchstone Wealth Management Group - Morgan Stanley photos
Touchstone Wealth Management Group - Morgan Stanley, Bellevue
Bellevue / Washington / United States
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Smith Barney is an international, full-service financial firm that provides brokerage, investment banking and asset management services. The company operates more than 750 offices throughout the world and serves over 9 million client accounts. Its clients include individual investors, small- and mid-sized businesses, corporations, nonprofit organizations and family foundations. Smith Barney maintains a team of financial advisors who specialize in a variety of wealth management services. The company provides defined benefit and contribution plans, as well as corporate stock plan services and administration. It also provides education funding, employee stock option, retirement plan distribution, estate planning and retirement analysis services. Smith Barney is a division of Citigroup Global Markets, which has more than 200 million customer accounts and operates in over 100 countries. Citigroup Global Markets provides securities brokerage and consumer, corporate and investment banking services. Smith Barney maintains one of its locations in Bellevue, Wash.
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AGP Wealth Advisors - Ameriprise Financial Services, Inc. photos
AGP Wealth Advisors - Ameriprise Financial Services, Inc., Bellevue
Bellevue / Washington / United States
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At AGP Wealth Advisors we help our clients Accumulate, Grow and Protect their personal wealth. We specialize in working with Professionals, Business Owners and Alaska State Employees and Residents. To learn more click here. The foundation of the AGP Wealth Advisors client experience begins with the following beliefs: Relationship " We believe relationships matter. Having an enduring team helps AGP Wealth Advisors navigate each phase of an investors financial life cycle and is an important component of long-term success. Our team approach allows AGP Wealth Advisors to deliver a consistent, continuous, and personalized client experience. Ongoing Specialized Advice " Providing tailored solutions in each area of our clients financial lives is a paramount goal of AGP Wealth Advisors. Our extensive knowledge base allows AGP to provide timely, quality insight based on financial planning. Each of our team members specialization allows us to master the complexities of the financial universe and relay a comprehensive outlook to each of our valued clients. Implementation " AGP Wealth Advisors uses a core-satellite approach to portfolio construction. The core consists of broadly diversified asset classes and is the foundation of our clients portfolios. The satellite portion seeks to identify and invest in asset classes that are not directly correlated with the general stock market, including various types of alternative investments. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Edward Jones - Financial Advisor: Andrea N Michaels, AAMS®|CRPC® photos
Edward Jones - Financial Advisor: Andrea N Michaels, AAMS®|CRPC®, Bellevue
Bellevue / Washington / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Bruce J. Brennen, New York Life photos
Bruce J. Brennen, New York Life, Bellevue
Bellevue / Washington / United States
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Bruce J. Brennen, MBA, CLU, ChFC, Financial Adviser, has been with New York Life Insurance Co. since 1985. His primary focus is on family protection, wealth accumulation, retirement planning, and estate planning. Through Eagle Strategies, LLC., A Registered Investment Adviser, Bruce offers an objective, fee-based approach to financial planning.
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Fritton/Haldorson - Morgan Stanley photos
Fritton/Haldorson - Morgan Stanley, Bellevue
Bellevue / Washington / United States
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Smith Barney is an international, full-service financial firm that provides brokerage, investment banking and asset management services. The company operates more than 750 offices throughout the world and serves over 9 million client accounts. Its clients include individual investors, small- and mid-sized businesses, corporations, nonprofit organizations and family foundations. Smith Barney maintains a team of financial advisors who specialize in a variety of wealth management services. The company provides defined benefit and contribution plans, as well as corporate stock plan services and administration. It also provides education funding, employee stock option, retirement plan distribution, estate planning and retirement analysis services. Smith Barney is a division of Citigroup Global Markets, which has more than 200 million customer accounts and operates in over 100 countries. Citigroup Global Markets provides securities brokerage and consumer, corporate and investment banking services. Smith Barney maintains one of its locations in Bellevue, Wash.
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Sean McWilliams - Ameriprise Financial Services, Inc. photos
Sean McWilliams - Ameriprise Financial Services, Inc., Bellevue
Bellevue / Washington / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Janine Le: Allstate Insurance photos
Janine Le: Allstate Insurance, Bellevue
Bellevue / Washington / United States
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As a Personal Financial Representative in Bellevue, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals.
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Margaret Youch - Ameriprise Financial Services, Inc. photos
Margaret Youch - Ameriprise Financial Services, Inc., Bellevue
Bellevue / Washington / United States
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The advisor listed is an Ameriprise financial advisor in Bellevue. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. How will you be brilliant? I can help.Im not only in the business of helping you pursue your wealth. Im also in the business of helping you grow your financial confidence in the future. Ill help you balance pursuing your dreams for tomorrow with what you want today. Well use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals. Im here to help you live the life youve earned. When you have the right advisor, life can be brilliant.
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Edward Jones - Financial Advisor: John L Coeuille photos
Edward Jones - Financial Advisor: John L Coeuille, Bellevue
Bellevue / Washington / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Atkinson Wealth Strategies photos
Atkinson Wealth Strategies, Bellevue
Bellevue / Washington / United States
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As financial professionals, our firm is committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, well work diligently to develop a program that carefully balances investment strategies with preserving principal.
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Jeffrey Norton: Allstate Insurance photos
Jeffrey Norton: Allstate Insurance, Bellevue
Bellevue / Washington / United States
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As a Personal Financial Representative in Bellevue, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals.
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Jeffrey Norton: Allstate Insurance photos
Jeffrey Norton: Allstate Insurance, Bellevue
Bellevue / Washington / United States
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As a Personal Financial Representative in Bellevue, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals.
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Jeffrey Johnson - Ameriprise Financial Services, Inc. photos
Jeffrey Johnson - Ameriprise Financial Services, Inc., Bellevue
Bellevue / Washington / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Edward Anthony Conti - Ameriprise Financial Services, Inc. photos
Edward Anthony Conti - Ameriprise Financial Services, Inc., Bellevue
Bellevue / Washington / United States
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I have a niche practice which focuses on two specific groups: Wealth Accumulators: Those who understand that wealth is accumulated by spending less than you earn. These clients are typically professionals in tech or health care between the ages of 25 and 55 with household incomes of 250,000 or more. I believe they desire professional management of their finances with a goal of optimizing their investments, having contingencies for unexpected events and a written financial plan to pursue their goals. Wealth Preservers: Those who are retired or nearing retirement with financial assets of 1M or more. I believe they want to manage their risk profile, mitigate taxes, protect their assets and explore how to transition their wealth to their heirs. I believe their number one priority is to maintain their quality of life. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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David Metz - Ameriprise Financial Services, Inc. photos
David Metz - Ameriprise Financial Services, Inc., Bellevue
Bellevue / Washington / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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B3 Wealth Strategies photos
B3 Wealth Strategies, Bellevue
Bellevue / Washington / United States
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At B3 Wealth Strategies, we believe clients benefit from a number of advantages when working with us, including finding balance in their strategies. Advanced Technology and Research We have always been technology-focused and at B3 Wealth Strategies, we have ramped up this advantage even more. Our clients enjoy access to Wealth Vision, a data aggregation tool, enhanced financial planning tools to simplify and streamline the investing process, and more robust web access and software, including a single login for all accounts. We also utilize a mobile app and e-Signature software for many account transactions and establishments.
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Farmers Insurance - Nicholas Sooy photos
Farmers Insurance - Nicholas Sooy, Bellevue
Bellevue / Washington / United States
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As your personal Farmers Insurance agent located in Bellevue, I believe in keeping you informed of ways to protect whats important to you. Whether youre looking for auto insurance, homeowners insurance, life insurance, or specialty coverage, Farmers Insurance will help you select the right products to fit your insurance needs. Auto Insurance at Farmers Insurance offers a variety of auto insurance products to fit your needs. In case youre involved in an accident, Farmers auto, motorcycle & car insurance can help provide financial protection for you and your family. Whether you need homeowners insurance or renters insurance, Farmers offers home insurance coverage for protecting you and your belongings. Farmers Insurance also offers life insurance, business insurance, and motorcycle insurance to help protect your hard earned assets. Visit our website for a competitive quote to help save money & better protect your family today!
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Carol Flores - State Farm Insurance Agent photos
Carol Flores - State Farm Insurance Agent, Bellevue
Bellevue / Washington / United States
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Located in Bellevue, WA Carol Flores State Farm Insurance offers all types of insurance such as Auto Insurance, Home Insurance, Life Insurance, Health, Renters and Business Insurance. Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
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Mumma Associates photos
Mumma Associates, Bellevue
Bellevue / Washington / United States
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For more than 30 years, Mumma Associates has proudly served the insurance needs of Bellevue and all of Washington. Let us help you find the right auto, home, life and commercial insurance.
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Rodney Rich - Ameriprise Financial Services, Inc. photos
Rodney Rich - Ameriprise Financial Services, Inc., Bellevue
Bellevue / Washington / United States
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Putting clients first; its what I do. Ameriprise earned a Hearts & Wallets Top Performer recognition in: Unbiased, puts my interest first; Explains things in understandable terms; Understands me and shares my values. Im proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right financial advisor, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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