USI combines industry-leading national capabilities through local service teams.
Fractional CFO & Small Business Advisor
Family Owned and Operated Insurance Agency
Non-profit CDFI and Business Support Organization
Custom Solutions for Families and Business
Bookkeeping and tax preparation services
Business Sales, Merger and Acquisitions Advisory
Local financial advisor serving West Seattle and Burien with clear, personalized guidance for retirement, investing, and long-term planning for individuals, families, and small business owners.
We are a purpose-driven practice, focused on individual investors, striving to help good people live great stories. Our focus is to organize, grow, and protect their finances at all stages of life.
Helping Small Businesses Get Serious About Investing - Edward Jones Financial Advisor
Financial Advisor/West Seattle/Retirement/Insurance/Education Savings
I help seniors maximize home equity through reverse or traditional mortgages. I also help with purchase mortgages, offering unique solutions for self-employed individuals and investors.
Printed courtesy of www.wschamber.com/ – Contact the West Seattle Chamber of Commerce for more information.
5450 California Ave SW, Seattle, WA 98136 – (206) 932-5685 – info@wschamber.com