BOND FINANCIAL, PLLC
155 Northeast 100th Street, Suite 301, Northgate Executive Center, Building B, Seattle, WA 98125 Directions
Since 1977
Here’s The Deal:
"'Bond Financial, PLLC' is a forty-year-old family-owned business. They help successful individuals and business owners align their wealth with their values. Their focus is to improve the well-being of their clients, their families, and the community. They are flexible and adaptable to effectively meet the needs of their clients within a cohesive team environment. They have developed and maintained a network of other professionals they can call in on a case-by-case basis to help address specific client needs."
SPECIALTY:
Wealth Management, Transfer and Protection, Business, Estate, Succession, and Financial Planning, Performance Analysis, Risk Evaluation, Asset Allocation, Cash Flow and Investment Planning, Charitable Gifting, Legal Tax Planning & Insurance
TBR® Inspection Report:
JUSTIN P SCHUESSLER
6041 California Avenue Southwest, Suite 103, Seattle, WA 98136 Directions
Since 2007
Here’s The Deal:
"Justin P Schuessler has been a financial advisor with Edward Jones since 2007. The Edward Jones firm is located at California Avenue, Seattle. They specialize in retirement planning. Their office prides itself on keeping all clients up to date with their financial picture through their mutually agreed upon personalized service model. The firm believes your financial goals deserve a face to face conversation. They look forward to many years in the financial services industry and helping many more people reach their financial goals."
SPECIALTY:
EDWARD JONES - Retirement Savings and Income Strategies, Education, Estate and Legacy Planning, Traditional and Roth IRA, Wealth Management, Social Security, Medical or Long-Term Care, Life Insurance, College Savings & Annuities
TBR® Inspection Report:
WMS FINANCIAL PLANNERS, INC.
809 Fairview Place North, Suite 130, Seattle, WA 98109 Directions
Since 1980
Here’s The Deal:
" WMS Financial Planners, Inc. is a family-owned investment firm. The firm believes they can build more efficient portfolios to help clients meet their goals. Their philosophy is based on a combination of modern portfolio theory, the endowment model, and key economists’ expertise. They support your commitment by providing you with an accurate picture of your finances. They actively manage your assets looking for efficient ways to add value. WMS apart is their focus on their client’s overall view and their unique ability to find alternative solutions to clients’ needs, goals, and objectives."
SPECIALTY:
Estate, Tax, Business and Succession Planning, Retirement Planning and Execution, Financial and Real Estate Consulting, Alternatives, Lifetime Income Options, Structured Product / Fix Income Alternatives, Annuities, and Insurance, Long-Term Care & Asset Management