ERICKSON WEALTH AND TAX MANAGEMENT, CPA
200 1st Avenue West, Suite 401, Seattle, WA 98119 DIRECTIONS
Since 1986
Here’s The Deal:
Erickson Wealth and Tax Management, CPA is one of the best financial services located in Seattle. Their mission is to simplify your investing experience and to create a coherent tax strategy. They accomplish this by providing education and reducing the complexity of your finances. Their professionals will partner with you to serve your needs from scoping the initial engagement through the final analysis's delivery and support. They help you invest to maximize your retirement savings while controlling the risks you face. They also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long.
SPECIALTY:
IRS Audit Protection, Long Term Investment Strategies, Retirement Planning & Personal Tax Returns
TBR® Inspection Report:
NORTHWESTERN MUTUAL
601 Union Street, Suite 2500, Seattle, WA 98101 DIRECTIONS
Since 1857
Here’s The Deal:
Northwestern Mutual offers an exclusive comprehensive approach to private wealth management, combining Northwestern Mutual's strength with the specialized expertise of a boutique firm. Their financial advisors will work with their customers to create a flexible financial plan designed to get you to your next goal. Their financial statements show that they maintain exceptional financial health. Their advisors will design a personalized financial plan with the right insurance and investment strategies so that the clients can take care of the people and things that matter most.
SPECIALTY:
Financial, Retirement Planning, Private Wealth Management, Estate Planning, Long-Term Care & Business Services
TBR® Inspection Report:
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. They use their expertise and experience to help their clients develop clarity about their unique life and wealth goals. 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 strive to have a meaningful positive impact on the lives of their clients, their families, and their communities. 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