INVESTMENT PLANNING
Edward Jones - David Bleiweiss
We help families and businesses reach and protect their financial goals both short term and long term.
Web Site: www.edwardjones.com Phone: 425-557-2171 Email: david.bleiweiss@edwardjones.com
S. R.
Schill & Associates
Located
on Mercer Island, S.R. Schill & Associates is a fee-only financial planning
firm providing comprehensive financial planning and investment management
services. Our principals have over 100 years of combined industry experience
in financial planning and investments. We work closely with each of our
clients to develop and implement a financial plan that will enable them to
meet their lifetime financial goals. We continually look for ways to improve
our service and investment performance. Our investment model emphasizes
active research and diversification which enables our clients to capture
returns across a wide range of assets while reducing portfolio risk.
Web Site:
www.srschill.com
Phone:
206-275-2700
Blog:
www.thecascadeview.blogspot.com
LOCAL BANKS