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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.
Bothell / Washington / United States
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Led by Scott Livingston, the 5 Point Financial team is the key element in the creation of the unique, customized planning and wealth management solutions that our clients depend on. Behind the scenes our investment managers, brokers, compliance professionals, insurance agents, estate planning and philanthropy experts all contribute to the ongoing support of our clients. Together we help you simplify your financial life so you can spend more time cultivating what’s important to you, as you define it.
Bothell / Washington / United States
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Duitsman Financial Inc is an independent Registered Investment Advisor in the State of Washington, a registered broker/dealer and a member FINRA/SIPC. Securities are offered through Raymond James Financial Services, Inc. We are conveniently in the Mill Creek Bothell area while serving clients throughout the state of Washington. We offer: financial planning, asset allocation & asset management, 401(k), mutual funds, stocks, bonds, estate planning, retirement planning, college planning, roth accounts, insurance and annuities. We pride ourselves in building long term relationships working together with our clients. They are people of all ages from all walks of life and income levels who come to us for help in building a comprehensive financial plan or for assistance in sorting out a single issue. Our hallmark is a personalized investment strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, your preferences, your goals and explained in terms that can be understood so your portfolio makes good sense to you. It will be designed to account for change, both in the market and in your personal circumstances, so that it can work with you and for you at every stage of your life. Call us today and let us help you achieve financial independence through professional advice, sound risk management, quality investment products, and personal efficient service. Expect from us: courteous service, a trustworthy and competent financial adviser, suitable recommendations, timely transactions at the best available prices, full disclosure of costs and risks, clear communications, comprehensive statements and trade confirmations, prompt error and complaint resolution, and strict confidentiality. We look forward to hearing from you soon.
Bothell / Washington / United States
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Paul Doak is the owner and director of I.D. Financial, an independent wealth management firm helping people secure their financial futures as they navigate through life’s transitions. With nearly 25 years in the financial service industry, Paul has dedicated his life to helping clients overcome their biggest financial challenges. He starts out every new client relationship by listening to concerns, trying to understand your needs and concerns, and simplifying the complex. His mission is to guide his clients to financial freedom so they can live out their deepest passions and accomplish their dreams.
Bothell / Washington / United States
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At Crosswind Advisors, LLC we take an objective, holistic, and proactive approach, bringing experience to bear on every aspect of a client’s financial wealthcare. Financial wealthcare and life guidance — is more comprehensive than traditional financial services. Some would say that it is financial planning done right. We begin with the end in mind. Using proprietary tools we identify individual values and objectives that affect children, aging parents, and other areas of long term planning including wealth preservation & optimization, education, risk management, tax planning, succession planning and leaving a family legacy. We offer independent, holistic, objective strategies based on a thorough understanding of each client’s situation, values, and goals. Financial planning is a journey. We provide you with a comprehensive Financial Roadmap, a Financial GPS with continuous guidance along the way
Bothell / Washington / United States
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Continuing a Family Tradition Protecting Assets, Since 1966 Brian Raby, the founder of Lightship Maritime, was born into the marine insurance industry. Son of longtime industry veteran Ron Raby, Brian entered the business at an early age. Learning and working alongside his father, Brian was taught firsthand the value of building trust and maintaining professionalism. In 1994, Brian officially joined his father’s company and began to work his way through studying the different forms of insurance policy drafting, risk analysis development, and portfolio negotiation.