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Bothell / 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.
Bothell / Washington / United States
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Cleveland-based KeyCorp is one of the nation’s largest bank-based financial services companies, with assets of approximately $93.8 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company’s businesses deliver their products and services through branches and offices; a network of 1,200+ ATMs; telephone banking centers 800-KEY2YOU®; and a website, Key.com®, and mobile app that provides account access and financial products 24 hours a day.
Bothell / Washington / United States
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Duitsman Financial Inc is an independent Registered Investment Advisor in the State of Washington, a registered broker/dealer and a member FINRA/SIPC. Securities are offered through Raymond James Financial Services, Inc. We are conveniently in the Mill Creek Bothell area while serving clients throughout the state of Washington. We offer: financial planning, asset allocation & asset management, 401(k), mutual funds, stocks, bonds, estate planning, retirement planning, college planning, roth accounts, insurance and annuities. We pride ourselves in building long term relationships working together with our clients. They are people of all ages from all walks of life and income levels who come to us for help in building a comprehensive financial plan or for assistance in sorting out a single issue. Our hallmark is a personalized investment strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, your preferences, your goals and explained in terms that can be understood so your portfolio makes good sense to you. It will be designed to account for change, both in the market and in your personal circumstances, so that it can work with you and for you at every stage of your life. Call us today and let us help you achieve financial independence through professional advice, sound risk management, quality investment products, and personal efficient service. Expect from us: courteous service, a trustworthy and competent financial adviser, suitable recommendations, timely transactions at the best available prices, full disclosure of costs and risks, clear communications, comprehensive statements and trade confirmations, prompt error and complaint resolution, and strict confidentiality. We look forward to hearing from you soon.
Bothell / Washington / United States
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Paul Doak is the owner and director of I.D. Financial, an independent wealth management firm helping people secure their financial futures as they navigate through life’s transitions. With nearly 25 years in the financial service industry, Paul has dedicated his life to helping clients overcome their biggest financial challenges. He starts out every new client relationship by listening to concerns, trying to understand your needs and concerns, and simplifying the complex. His mission is to guide his clients to financial freedom so they can live out their deepest passions and accomplish their dreams.
Bothell / Washington / United States
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Cleveland-based KeyCorp is one of the nation’s largest bank-based financial services companies, with assets of approximately $93.8 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company’s businesses deliver their products and services through branches and offices; a network of 1,200+ ATMs; telephone banking centers 800-KEY2YOU®; and a website, Key.com®, and mobile app that provides account access and financial products 24 hours a day.
Bothell / Washington / United States
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At Crosswind Advisors, LLC we take an objective, holistic, and proactive approach, bringing experience to bear on every aspect of a client’s financial wealthcare. Financial wealthcare and life guidance — is more comprehensive than traditional financial services. Some would say that it is financial planning done right. We begin with the end in mind. Using proprietary tools we identify individual values and objectives that affect children, aging parents, and other areas of long term planning including wealth preservation & optimization, education, risk management, tax planning, succession planning and leaving a family legacy. We offer independent, holistic, objective strategies based on a thorough understanding of each client’s situation, values, and goals. Financial planning is a journey. We provide you with a comprehensive Financial Roadmap, a Financial GPS with continuous guidance along the way