Financial Services - , ,
Office Manager/Client Services and Operations Coordinator
We are an independent, client centered, financial services firm located in Redmond, Washington. We are proud to work with a diverse clientele, from individuals and families to small business owners and professionals, with the goal of addressing a wide range of financial needs. Most of our clients live and work on the west coast of the US. While we offer a wide range of financial services, we specialize in comprehensive fee-based financial planning for clients who want a full-service, ongoing relationship with a credentialed, principled Certified Financial Plannerâ„¢.
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