BOND FINANCIAL, PLLC
155 Northeast 100th Street, Suite 301, Northgate Executive Center, Building B, Seattle, WA 98125
Since 1977
Wealth Management, Transfer and Protection, Performance Analysis, Risk Evaluation an Asset Allocation, Cash Flow and Investment Planning, Charitable Gifting, Legal Tax & Insurance
Focus on business, estate, and succession planning ● They are flexible and adaptable in order 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
TBR® Inspection Report
JUSTIN P SCHUESSLER
6041 California Avenue SouthWest, Suite 103, Seattle, WA 98136
Since 2007
EDWARD JONES - Retirement Savings and Income Strategies, Wealth Management, Social Security, Education, Estate and Legacy Planning, Traditional and Roth IRA, Medical or Long-Term Care, Life Insurance, College Savings & Annuities
Specializes 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
TBR® Inspection Report
WMS FINANCIAL PLANNERS, INC.
809 Fairview Place North, #130, Seattle, WA 98109
Since 1980
Estate, Tax, Business and Succession Planning, Financial and Real Estate Consulting, Alternatives, Annuities and Insurance, Long-Term Care & Asset Management
Expertise in risk management services ● Their knowledge of estate and trust law, along with their wonderful personal suggestions available