BBJS Financial Advisors, LLC

More Info

Our mission is to provide our clients with comprehensive financial planning and wealth management that puts the client first through uncompromising personal service. To be independent and trusted in everything we do.

General Info

At BBJS Financial Advisors, LLC our clients receive personal service focused on how to best reach their goals. Our investment philosophy embraces the tenets of proper asset allocation, tax efficient strategies and academic research. Our approach of getting to know our clients and understanding their needs allows us to tailor a unique and comprehensive financial plan and investment strategy that provides clarity to their financial mission. As fiduciaries our clients’ needs come first and we do not receive any compensation or commissions from outside parties that compromise our role as client advocates. We strive to create a better quality of life for our clients by managing their financial affairs allowing them to concentrate on other areas of their lives.

Email

Attn: Bill Serres

Services/Products

Financial planning, Wealth management, Investment management, Retirement planning, Asset management, Tax planning, Estate planning, Diversification Analysis, Risk tolerance analysis, Hedging strategies, Tax compliance, Net Worth calculation, Needs Analysis, Education planning, Insurance planning

Location

Validated Parking - Downtown Seattle

Neighborhoods

Seattle Central Business District, Downtown Seattle

Amenities

Free initial consultation

Accreditation

CFP

Associations

Registered Investment Advisor, Compliant with State Regulations

Other Link

Financial Planning & Investment Management

Categories

Financial Planners, Financial Planning Consultants, Investment Management, Retirement Planning Services, Taxes-Consultants & Representatives

Reviews

Details

Phone: (206) 682-4840

Address: 1501 4th Ave Ste 2880, Seattle, WA 98101

Website: Financial Planning & Investment Management