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Showing 1 - 12 of 34 results
BENSLER LLC DBA SCS
BENSLER LLC DBA SCS
Bellevue, Washington
25-49 employees
Indyfin is the investor experience platform that has redefined the way consumers find, research, review, and interact with financial advisors. With more than 200,000 advisors in the United States alone, finding the perfect match is no easy task. Which is why we built our advisor search, investor matchmaking, and easy-to-read profiles that help you find your perfect match. The best part? It’s free!
Retirement Benefits Rank
Market Competitive
TRILOGY EQUITY PARTNERS
TRILOGY EQUITY PARTNERS
Bellevue, Washington
1-24 employees
Formed in 2006, Trilogy Equity Partners is a venture capital firm based in Bellevue, Washington. We are your hardest working partner, backing ambitious founders from Seed to Scale. Trilogy leads early-stage rounds for enterprise and consumer software startups and takes a hands-on approach in helping entrepreneurs build extraordinary businesses over time. The firm’s roots include entrepreneurs and leaders of multinational, category-defining technology businesses. Select current and past investments include Remitly (NASDAQ:RELY), Owlet (NYSE:OWLT), Lookout, Skilljar, PushSpring, and Globys.
Retirement Benefits Rank
Market Competitive
KUTSCHER BENNER BARSNESS & STEVENS, INC.
KUTSCHER BENNER BARSNESS & STEVENS, INC.
Seattle, Washington
1-24 employees
KBBS offers just one service: interdisciplinary financial counsel. Partnering with us means engaging across the whole plane of your financial picture. Often clients come to us initially because they are approaching an important financial waypoint. We seek to help them navigate successfully through comprehensive planning and integrating the different skills of our team members. Based in Seattle, we serve individuals, families and trusts across the country. We become deeply familiar with a client’s balance sheet, cash flow, tax profile, estate plan and much more. In this way we can pursue the best solutions across: • Portfolio design and management • Estate planning and trust administration • Income tax forecasting and tax management of legacy assets • Private investment funds, alternative investments and angel investing • Stock option strategies and executive compensation • Charitable giving strategies • Insurance coverage and claims • Home financing alternatives and more Financial fitness is a three-legged stool of work, thrift and prudent investing. For more than 30 years, we’ve sought to help clients build financial fitness in ways that reduce risk and strain, bring order and enhance understanding.
Retirement Benefits Rank
Top Benefits
180 WEALTH ADVISORS LLC
180 WEALTH ADVISORS LLC
Federal Way, Washington
1-24 employees
Initiated New Accounts, Fostered Client Relations, Compiled Tax Statements, Processed Investment Checks, and Supported HR Operations.
Retirement Benefits Rank
Market Leading
GOULD CAPITAL, LLC
GOULD CAPITAL, LLC
Tacoma, Washington
1-24 employees
Smart planning, diversified strategies, and dedicated, personalized service do the work so you can live, thrive, and prosper with peace of mind. Wealth with integrity / gouldcapital.net
Retirement Benefits Rank
Top Benefits
EAST SEATTLE PARTNERS, LLC
EAST SEATTLE PARTNERS, LLC
Mercer Island, Washington
1-24 employees
East Seattle Partners (ESP) is a multi-asset investment firm funded entirely by private family capital. Powered by decades of company-building experience, ESP focuses on growth equity and real estate opportunities. The firm invests in non-healthcare growth companies that seek to redefine established business categories, solve critical market issues and build community. With a focus on the Pacific Northwest, ESP takes an active value-add approach, looking to partner with world-class entrepreneurs, management teams, and business partners to create long term value. For more information, visit the company online: eastseattlepartners.com
Retirement Benefits Rank
Market Leading
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KEYSTONE INVESTMENT GROUP, LLC
KEYSTONE INVESTMENT GROUP, LLC
Seattle, Washington
1-24 employees
- Purchase investment properties for the purpose of resale and/or rental income.- Currently manage a portfolio of multi-family homes with positive cash flow.- Involved in all aspects of the business including property acquisitions, financing, maintenance, tenant relations, and financial accounting.
Retirement Benefits Rank
Market Competitive
MADISON PARK CAPITAL ADVISORS, LLC
MADISON PARK CAPITAL ADVISORS, LLC
Seattle, Washington
1-24 employees
Madison Park Capital Advisors is a boutique wealth management firm located in Seattle, Washington, with clients throughout the country and even internationally. We seek to be the financial headquarters for individuals and families with significant financial means. Our clients come from a diverse set of backgrounds, and simply share the common bonds of being willing to take intelligent risk and desiring to plan for their financial future with the expert advice of a TRUSTED advisor. "A good guide is better than the best map."​ At MPCA, we strive to be that good guide - listening to your story and walking alongside you in pursuit of your financial goals. We love what we do! We love our clients! When you work with MPCA, you are going to receive PERSONALIZED service that combines robust financial planning with expert investment management. We love walking alongside our clients through all phases of life – from the early years of wealth accumulation to the later years of retirement. We dig deep to understand your financial picture, values, goals, and challenges – and we do it for the long-term. As a Registered Investment Advisor (RIA), we operate under the fiduciary standard. Our INDEPENDENT nature gives us great flexibility to deliver highly personalized and value-adding advice, services, and technologies. Our more than 40 years of wealth management experience has borne an investment model that has stood the test of many economic cycles, consistently providing superior risk-adjusted returns that protect your downside while thriving on the upside.
Retirement Benefits Rank
Top Benefits
BENCHMARK PLUS MANAGEMENT, LLC
BENCHMARK PLUS MANAGEMENT, LLC
Tacoma, Washington
1-24 employees
Fund of Hedge Funds with $2.1 billion in peak assets under management - Built scalable back office and streamlined close process while increasing accuracy - Managed all finance, accounting, tax, treasury and regulatory related issues - Renegotiated $1.3b in leverage to LIBOR+165 bps in post-Madoff era
Retirement Benefits Rank
Top Benefits
DUNCAN & HALEY, LTD.
DUNCAN & HALEY, LTD.
Seattle, Washington
1-24 employees
Responsible for all group insurance account management as well as some individual life, long term care and disability sales assistance.
Retirement Benefits Rank
Market Leading
PRIVATE ADVISORY GROUP, LLC
PRIVATE ADVISORY GROUP, LLC
Redmond, Washington
1-24 employees
Life today presents plenty of challenges; you don't have to be expert in finance, investments, taxes, legal documents, and healthcare. You can say, "I have people"​ -- and even better, work with us and you can say, "I have a team."​ So instead of your going to 5 meetings, we'll assemble all your advisors at 1 meeting where you'll see a seismic shift in how much gets done. And how well. Private. No one else has your needs and your priorities. Or precisely your investment portfolio. Advisory. Bring your CPA, attorney, any specialist you want. We have terrific professionals with thoughtful, sensible, for-your-ears-only advice. Group. Fewer and shorter meetings. Fewer loose ends. A whole lot more peace of mind.
Retirement Benefits Rank
Market Competitive
KUNATH KARREN RINNE & ATKIN, LLC
KUNATH KARREN RINNE & ATKIN, LLC
Seattle, Washington
1-24 employees
KKRA was founded in 1983 as a fee-only investment advisory firm with a dedication to its clients first and foremost. Throughout decades of independent investment experience and many complex situations, we have built a familiarity with multiple environments, approaches, and alternative techniques. By concentrating our expertise on defining clients’ optimal blend of return and risk, we design customized strategies to protect and build your wealth while actively maintaining and adjusting as markets and financial lives evolve.
Retirement Benefits Rank
Top Benefits