BBJS Financial Advisors, LLC
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Financial Planners, Financial Planning Consultants, Investment Management
1501 4th Ave Ste 2880, Seattle, WA 98101
206-682-4840
CLOSED NOW:
Today: 9:00 am - 5:00 pm
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Greene Wealth Management LLC
1301 5th Avenue, Seattle, WA 98101
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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.
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Categories
- Financial Planners, Financial Planning Consultants, Investment Management, Retirement Planning Services, Taxes-Consultants & Representatives
- 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
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