Heart Financial Group provides personalized retirement and financial planning services in Olympia WA to help you protect, grow, and enjoy your wealth with confidence.
Financial Planning Investment Advice Certified Financial Planner Accredited Investment Fiduciary Registered Investment Advisor
Your financial advisor in Olympia will work with you to create tailored wealth management strategies. Find a financial advisor near you.
Linda has been in business for 26 years. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship: especially sizing up dilemmas, and working through complexities with creative solutions. In addition, she has a passion for establishing a good rapport and helping clients achieve their goals. Linda began her career in 1994 with Prudential Preferred Financial Services; for three years Linda was an agency leader in Tacoma, Washington. Since starting her own firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams. Linda has lectured widely on financial topics to both the general public as well as business professionals.
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We are an independent firm offering comprehensive financial planning to individuals and families. Our mission is to become our clients' "personal CFO".
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Financial Advisor. I manage retirement accounts and trust accounts for families up and down the West Coast.
The advisor listed is an Ameriprise financial advisor in Olympia. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. How will you be brilliant? I can help.I'm not only in the business of helping you pursue your wealth. I'm also in the business of helping you grow your financial confidence in the future. I'll help you balance pursuing your dreams for tomorrow with what you want today. We'll use our exclusive Confident Retirement approach, which begins with a straightforward conversation about your financial goals. I'm here to help you live the life you've earned. When you have the right advisor, life can be brilliant.
