Jamie (they/them) is a fee-only financial planner located in Seattle, WA, serving LGBTQ+ tech professional clients on the path to early retirement, lifestyle upgrades, and separate finances, locally and across the US. With comprehensive, holistic financial planning services, Fellow of Canadian Securities Institute (FCSI), Certified Professional Consultant on Aging (CPCA), Chartered Financial Divorce Specialist (CFDS), Setting common goals and establishing community priorities, Managing change through communication and consultation, Developing investment policies and guidelines, Assistance in creating cost-effective portfolios, Performance monitoring, measurement, and reporting, Career Transition Financial Analysis & Planning, https://pixabay.com/photos/vancouver-skyline-british-columbia-4585887/, https://lycosasset.com/services/wealth-management/, Reasonable efforts have been made by AdvisoryHQ to present accurate information, however all info is presented without warranty. Nicola Wealth is a Vancouver financial advisor that is dedicated to keeping its clients proactively informed about their portfolios performance and progress while offering education on how investments behave and what can be done to maximize them. The firms financial planning and consulting services also include: Martel Wealth describes on its website that it takes a long-term approach to wealth management and strives to implement environmentally conscious considerations across investment disciplines and asset classes. We offer a diverse variety of career opportunities for beginners and industry professionals. Although we generally prefer fee-only (advice-only) advisory firms, we have chosen Nicola for its wide range of financial services, fiduciary commitment, and large talented team of professionals. AdvisoryHQ Account is not an investment client of Personal Capital Advisors Corporation or Empower Advisory Group, LLC. Avea Financial Planning, LLC - Our specialty is working with women and men a year or two away from retiring, particularly from Pacific Northwest National Laboratory (PNNL) bringing retirement, taxes, investments and advice under one roof. Key Factors that Enabled Pacific Spirit Investment Management, Inc. to Rank as One of the Best Vancouver Investment Management Firms. From investing alongside you to maintaining proactive communication and performance, the team gives clients the peace of mind that theyre operating with integrity. Sole proprietors have a lot to learn starting out. Fee-Only Financial Advisor serving the South Orange County, CA area. Services. 17 were here. Military Pensions and Veteran's Benefits, Federal Employee Pensions and Benefits, Student Loans, Post 9-11 GI Bill, College Planning, Tax Planning, Military Medical Providers, Fee-Only Financial Planner Located in Bellevue, WA and Serving Clients Nationwide, Fee-Only financial planner located in Ballard, Seattle, WA, serving clients locally and across the country. Popular Article: Definition: What is the Capital Market? Court Bonds for Probate, Guardianship & Conservatorship SFAs key investment strategies are long-term purchases, trading and short-term purchases, according to its firm brochure. Retirement Income Planning, Tax Planning Strategies, Investment Management, Fee-Only financial planner located in Vancouver, WA, serving clients locally and across the country virtually, Specialties: ATHENS, Ga. The letter sent to the University of Georgia on behalf of the father of Devin Willock, the Bulldogs football player who died in a Jan. 15 car accident, is being . Boutique Firm Serving Select Clientele, Low-Cost Passive Investing, Women-Centric, Proven Strategy for Retirement Income. AdvisoryHQ (All Rights Reserved), Which fee structure they operate under (well explain in the next section), Any minimum investable asset requirements, What their specialties are (retirement planning, entrepreneurs, etc. Fee-Only Financial Planner located in Anchorage, AK; also serving clients in Tacoma, WA. Rather than focusing on each area of financial planning individually, the team at Pacific Spirit strives to offer comprehensive, integrated financial planning services across four broad categories. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Business Profile City Fiduciary Group inc Investment Advisory Services Contact Information 915 Broadway St Ste 450 Vancouver, WA 98660 Visit Website Email this Business (503) 228-3293 File a. Company Formation & Registration | Corporate Services | OMC These factors are similar to those you might use to determine which business to select from a local Yellow Pages directory, including proximity to where you are searching, expertise in the specific services or products you need, and comprehensive business information to help evaluate a business's suitability for you. Outsourcing certain job functions could offer temporary or even long-term relief. . Advisorology, LLC is not responsible for the accuracy or viability of the information or services offered through third-parties. Advisors employ several investment strategies, including strategic, dynamic, tactical and core-satellite asset allocation. The firm is fee-only, so advisors are compensated based on a percentage of assets under management, not from commissions. Hugh S. McLellan, Deidre J. Herbert and J. Jeffrey Locke are Vancouver fiduciary claims lawyers who have represented claimants alleging breach of fiduciary duty as well as fiduciaries for two decades. Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, 401(k), 457(b), 403(b) & Cash Balance Plans. Fee-Only financial planner located in Oak Harbor, WA, serving clients locally and across the country, Specialties: Comprehensive Financial Planning, Pre and Post Retirement Planning, Investment Management, Charitable Giving, Tax Planning, Sustainable Investing, Fee-Only financial planner located in Olympia, WA, and serving clients in Lacey, Tumwater, Shelton, Centralia, Chehalis, Aberdeen, Port Townsend, Sequim, Port Angeles, and across the country, Specialties: Top 10 Best Fiduciary in Vancouver, BC - December 2022 - Yelp Vancouver Financial Services Fiduciary Best fiduciary near me in Vancouver, BC Sort:Recommended Price Steve Bridge - Money Coach 4.5 (2 reviews) Financial Advising Investing "Before our first meeting with Steve we were unsure how we would attain our financial goals. Of or relating to a duty of acting in good faith with regard to the interests of another: a company's fiduciary responsibility to investors. Firms with more total assets under management are ranked higher. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any users account by an Adviser or provide advice regarding specific investments. We service all 50 states! Advisors provide ongoing and continuous support to help clients meet their goals. The firm is a fee-only Vancouver wealth management firm that is also a fiduciary. Advisory Services offer City Fiduciary Group | Vancouver WA Specialties: About: Our Experience, Advantage, Philosophy, Team - cypresscap The firm is a fee-only financial planning and money coaching firm in Vancouver, BC, and serves a wide range of clients with objectives such as reducing debt, increasing savings, improving cash flow, and investing for both short-term and long-term goals. Comprehensive Financial Planning, Retirement Income Planning, Investment Management, "A La Carte" Financial Consulting, Tax Planning.