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Financial Planners in Bellevue, Washington

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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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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Uriah Halpin - Ameriprise Financial Services, Inc. photos
Uriah Halpin - 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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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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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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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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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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David Karpan - Ameriprise Financial Services, Inc. photos
David Karpan - 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. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.Im here to help you live the life youve earned. When you have the right financial advisor, life can be brilliant.
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James S Bennett Jr - Ameriprise Financial Services, Inc. photos
James S Bennett Jr - 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. Ameriprise private wealth advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, advise you on strategies for harnessing its potential and recommend ways to protect what is most important to you. The Seasons of Advice®approach is designed to help make managing your financial life easier and more rewarding, while fully re-evaluating your plan each year. Seasons of Advice®focuses on the following four seasons: Goal Tracking Season - We examine your progress, re-evaluate assumptions and possibly re-set goals and priorities for the year. Asset Allocation Season -Incorporating the criteria established in the goal tracking we examine risk tolerance, investment time frame and create an investment strategy for the next twelve months. Family, Security and Cash Flow Review Season- Cash flow is revisited and there is a complete review of estate planning strategies, beneficiary designations and employee benefits, including the annual insurance reviews. Tax Planning Season - We evaluate your investments and provide tax-wise recommendations, plus we can coordinate with your accountant to help you make informed decisions about your investments during the next tax season.
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Dan Gelhaye - Insurance Services Network photos
Dan Gelhaye - Insurance Services Network, Bellevue
Bellevue / Washington / United States
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Insurance Service Network provides insurance services and products to customers throughout Bellevue.  Call for more information.

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Vuecrest Wealth Management - Ameriprise Financial Services, Inc. photos
Vuecrest Wealth Management - Ameriprise Financial Services, Inc., Bellevue
Bellevue / Washington / United States
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Putting clients first; its what we 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. Were proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We 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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Heritage Bank photos
Heritage Bank, Bellevue
Bellevue / Washington / United States
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Heritage Bank serves customers like you. Your neighbors. The couple who owns the storefront across town. The customers we serve bring their unique heritage—and unique needs—to our bank. To help our customers achieve their goals, we offer a complete array of banking services and tools for businesses as well as individuals. Our focus is on our communities: helping customers who have—or will build—their heritage in our local markets.
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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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Edward Jones - Financial Advisor: Randa Hoffman photos
Edward Jones - Financial Advisor: Randa Hoffman, 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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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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