3 Best Financial Services in Bellevue, WA

“E.A. Buck Financial Services' team of trusted advisors implements your custom plan and answers any of your questions along the way. Katie Buck serves as CEO and Principal of E.A. Buck Financial Services. As CEO, Katie oversees all services, operations, growth strategies, and personnel across the country. E.A. Buck Financial Services creates a detailed tax-efficient financial plan focused on you. They meet with you regularly to help ensure your financial plan is still working for you and your goals. They spend time getting to know you and your family's needs and goals. For more information about any of their products and services, schedule a meeting today or register to attend a webinar.”

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“Alterra Advisors focuses all of its experience and expertise so you have the information, perspective, and clarity you need to make effective decisions and feel secure in your plan. Grant Monson is the CEO of Alterra Advisors. He earned a bachelor’s degree in business and a master’s in economics at Washington State University. He launched his own financial advising practice over a decade ago, an entrepreneurial quest that has become one of the most impactful things in Grant’s life. He loves coordinating the complex financial lives of business owners, bringing a depth of understanding that is rooted in his family’s own experience. Alterra Advisors will sit down and learn about your life, your financial needs, and what you’re looking for.”

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“Pacific Capital Resource Group, Inc. is a relationship-based and independent financial planner that represents a group of independent financial advisors, wealth managers, and insurance professionals. They offer opportunities for qualified individuals interested in pursuing a career in insurance and financial services and provide exceptional, industry-leading support for seasoned financial professionals. Pacific Capital Resource Group, Inc strive to create an open, nonjudgmental space where you can share your concerns and worries without feeling embarrassed or less than you are worth. Moreover, they assist families with special needs children, meticulously identifying their unique financial goals and objectives and offering tailored strategies to meet their specific needs. Whether it's examining your current financial situation or projecting retirement needs based on established goals, Pacific Capital Resource Group, Inc. can guide you through the process and implement effective strategies.”

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