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Tailored Financial Advice for a Life Well Planned.
- HoursCLOSED NOW
- Regular Hours:
Mon - Fri Sat - Sun Closed - Phone:
Main - 425-474-7245
- Address:
- 4314 148th St SE Ste 102 Mill Creek, WA 98012
- Email:
- Link:
- Categories
- Financial Planning Consultants, Business Management, Financial Planners, Financial Services, Investment Management, Investments, Mutual Funds
- Services / Products
- Retirement Planning, Brokerage Services, Asset Management, IRA Rollovers, Investment Advisors, Estate Management, Trusts, Mutual Funds, Roth Individual Retirement Accounts, Investments, SEP Individual Retirement Accounts, Bonds, Individual Retirement Accounts, Annuities
- Neighborhoods
- Mill Creek Town Center Business Park, Seattle Hill-Silver Firs
General Info
Duitsman Financial Inc is an independent Registered Investment Advisor in the State of Washington, a registered broker/dealer and a member FINRA/SIPC. Securities are offered through Raymond James Financial Services, Inc. We are conveniently in the Mill Creek Bothell area while serving clients throughout the state of Washington. We offer: financial planning, asset allocation & asset management, 401(k), mutual funds, stocks, bonds, estate planning, retirement planning, college planning, roth accounts, insurance and annuities. We pride ourselves in building long term relationships working together with our clients. They are people of all ages from all walks of life and income levels who come to us for help in building a comprehensive financial plan or for assistance in sorting out a single issue. Our hallmark is a personalized investment strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, your preferences, your goals and explained in terms that can be understood so your portfolio makes good sense to you. It will be designed to account for change, both in the market and in your personal circumstances, so that it can work with you and for you at every stage of your life. Call us today and let us help you achieve financial independence through professional advice, sound risk management, quality investment products, and personal efficient service. Expect from us: courteous service, a trustworthy and competent financial adviser, suitable recommendations, timely transactions at the best available prices, full disclosure of costs and risks, clear communications, comprehensive statements and trade confirmations, prompt error and complaint resolution, and strict confidentiality. We look forward to hearing from you soon.