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Financial Planners Certified in Mercer Island, Washington

Waypoint Wealth Advisors - Ameriprise Financial Services, Inc. photos
Waypoint Wealth Advisors - Ameriprise Financial Services, Inc., Mercer Island
Mercer Island / Washington / United States
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The advisor listed is an Ameriprise financial advisor in Mercer Island. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. Why "Waypoint"? Per Merriam-Webster: "\ wa- ? p o? int\: an intermediate point on a route or line of travel" A Waypoint is a reference point along a route that helps us know where we are and where were going. Waypoints help us find our way. They help us know when to change course, and they help us measure our progress toward a destination. By doing so, they help us have peace of mind that we are on the correct route to our destination. We believe our name Waypoint Wealth Advisors describes precisely what we do every day for our clients. We help you navigate lifes changes, challenges and opportunities as you make progress toward your financial goals, striving to provide you with peace of mind around your finances as you do so.
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Roger Phelps - Ameriprise Financial Services, Inc. photos
Roger Phelps - Ameriprise Financial Services, Inc., Mercer Island
Mercer Island / Washington / United States
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The advisor listed is an Ameriprise financial advisor in Mercer Island. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. Live life brilliantly.What matters most to you in life? Its a big question. And its one of many questions Ill ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors wont. Why? Because your vision of the future is unique and Im committed to helping you achieve it. Lets start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.Im here to help you live the life youve earned. When you have the right advisor, life can be brilliant.
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Waypoint Wealth Advisors - Ameriprise Financial Services, Inc. photos
Waypoint Wealth Advisors - Ameriprise Financial Services, Inc., Mercer Island
Mercer Island / Washington / United States
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The advisor listed is an Ameriprise financial advisor in Mercer Island. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. Why "Waypoint"? Per Merriam-Webster: "\ wa- ? p o? int\: an intermediate point on a route or line of travel" A Waypoint is a reference point along a route that helps us know where we are and where were going. Waypoints help us find our way. They help us know when to change course, and they help us measure our progress toward a destination. By doing so, they help us have peace of mind that we are on the correct route to our destination. We believe our name Waypoint Wealth Advisors describes precisely what we do every day for our clients. We help you navigate lifes changes, challenges and opportunities as you make progress toward your financial goals, striving to provide you with peace of mind around your finances as you do so.
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Donald Lee - Ameriprise Financial Services, Inc. photos
Donald Lee - Ameriprise Financial Services, Inc., Mercer Island
Mercer Island / Washington / United States
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Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Mark Lalich - Ameriprise Financial Services, Inc. photos
Mark Lalich - Ameriprise Financial Services, Inc., Mercer Island
Mercer Island / 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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Martin Mosbacker - Ameriprise Financial Services, Inc. photos
Martin Mosbacker - Ameriprise Financial Services, Inc., Mercer Island
Mercer Island / Washington / United States
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Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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David B Richardson - Ameriprise Financial Services, Inc. photos
David B Richardson - Ameriprise Financial Services, Inc., Mercer Island
Mercer Island / Washington / United States
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The advisor listed is an Ameriprise financial advisor in Mercer Island. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. Live life brilliantly.What matters most to you in life? Its a big question. And its one of many questions Ill ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors wont. Why? Because your vision of the future is unique and Im committed to helping you achieve it. Lets start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.Im here to help you live the life youve earned. When you have the right advisor, life can be brilliant.
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Steven Fox - Ameriprise Financial Services, Inc. photos
Steven Fox - Ameriprise Financial Services, Inc., Mercer Island
Mercer Island / 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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David Lee - Ameriprise Financial Services, Inc. photos
David Lee - Ameriprise Financial Services, Inc., Mercer Island
Mercer Island / 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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Ryan Hurley - Ameriprise Financial Services, Inc. photos
Ryan Hurley - Ameriprise Financial Services, Inc., Mercer Island
Mercer Island / 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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Heritage Wealth Advisors - Ameriprise Financial Services, Inc. photos
Heritage Wealth Advisors - Ameriprise Financial Services, Inc., Mercer Island
Mercer Island / Washington / United States
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Were proud to earn your loyalty Ameriprise Financial ranked #1 in the investment industry for customer loyalty in the 2017 Temkin Group Loyalty Index. 1Were proud to have the support of a firm with the highest loyalty ranking in the investment industry. Ameriprise Financial has always put clients first; thats how loyalty is earned.We offer personalized, 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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Erin Scannell - Ameriprise Financial Services, Inc. photos
Erin Scannell - Ameriprise Financial Services, Inc., Mercer Island
Mercer Island / 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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Carlos De Imus - Ameriprise Financial Services, Inc. photos
Carlos De Imus - Ameriprise Financial Services, Inc., Mercer Island
Mercer Island / Washington / United States
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Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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The Hedrick Co. photos
The Hedrick Co., Mercer Island
Mercer Island / Washington / United States
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Betty Hedrick has been managing investments for over 30 years. She started her career in finance in the commodity and futures markets in 1984 and transitioned to her own firm in 1986. Not only does Betty understand risk in all of its forms, she also understands opportunity, prudence, and the financial markets.
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Brian Van Houten - Ameriprise Financial Services, Inc. photos
Brian Van Houten - Ameriprise Financial Services, Inc., Mercer Island
Mercer Island / 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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