NetworkยทFamily Office

Bbjs Financial Advisors, LLC

Unclaimed

๐Ÿ“ SEATTLE, WA

Family Officefinancial services
www.bbjsadvisors.com โ†—

SEC CRD #801-121432

About

Home 1501 Fourth Avenue, Suite 2880, Seattle, WA 98101 (206) 682-4840 virons@bbjsllp.com Account Access Independent Financial Planning and Wealth Management Learn More Welcome to BBJS Financial Advisors, LLC At BBJS Financial Advisors, LLC our clients receive personal service focused on how to best reach their goals. Our investment philosophy embraces the tenets of proper asset allocation, tax efficient strategies and academic research. Our approach of getting to know our clients and understanding their needs allows us to tailor a unique and comprehensive financial plan and investment strategy that provides clarity to their financial mission. As fiduciaries our clients needs come first and we do not receive any compensation or commissions from outside parties that compromise our role as client advocates. Where You Are We create financial strategies tailored to your goals. Where You Want To Be Years of experience have prepared us to guide you through your life transitions. How You Get There We believe values matter, and we live by ours every day. Client Centered We strive to create a better quality of life for our clients by managing their financial affairs allowing them to concentrate on other areas of their lives. Along with our affiliated CPA firm we offer a broad range of services that includes: Investment management, Investment portfolio review, Retirement planning, College education funding, Mortgage review, Tax planning and compliance, Insurance planning, Estate plannin

Key Contact

WF

WILLIAM F SERRES II

PRESIDENT

๐Ÿ“ž (206) 682-4840

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Geographic Focus

waunited states
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AUM

$332M

Check Size

$1.6Bโ€“$1.6B

Location

SEATTLE, WA

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