Our goal at Snider Financial Group is to be your most trusted financial advisory team for investments, knowledge and advice. We understand the importance of preparing for future retirement and planning while in retirement. Snider Financial Group is here to assist you.
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* Work 1 on 1 with a Certified Financial Planner™ Professional * No Proprietary Products or Investments * Wealth Accumulation and Retirement Income Strategies * Cash Flow & Budgeting Strategies * Tax-efficient investments * Stock option/Stock Award Strategies * Investment Real Estate Planning * Major Purchase Planning * Education/College Planning
The Benefits of Technology, the Heart of an Advisor The financial industry is always changing, and with the rise of robo-advisors, it's more important than ever to work with an advisor who understands how to stay on the cutting edge of all this change. We are ePersonal FInancial, a planning firm that blends technology with a human touch. We work closely with our clients to establish their risk tolerance, reduce downside portfolio risk and craft plans accordingly, while allowing them complete access to their investments and real-time data. We believe in giving our clients the freedom and flexibility to monitor their financial future. Contact us today to get started.
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Leverage Planners Wealth Management is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
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ICON Consulting was founded with the singular focus of helping clients understand and make informed decisions regarding their financial well being. We have a fundamental understanding and focus that the most important part of our relationship is to protect and look out for our clients' best interests. As we cultivate relationships with our clients that last a lifetime, it is our unbiased and expert knowledge that is the key to our shared success. Gaining and retaining wealth requires education, vision, and direction, and it is extremely difficult to navigate in the financial world if you don't have someone you trust teaching you the rules. With over 70 years of combined experience, ICON Consulting is one of the Northwest's most sought after independent, fee-based financial planning and wealth management firms. As leaders in our industry with respect to strategic consulting and independent advice, we serve our clients and their families as their trusted Personal CFO.
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Financial planning in an all advice, zero product relationship. Certified financial planning practitioners serving the Bellevue and Seattle areas.
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