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Showing 1 - 3 of 3 results
BOARD OF TRUSTEES, LOCAL 191 I.B.E.W. MONEY PURCHASE
BOARD OF TRUSTEES, LOCAL 191 I.B.E.W. MONEY PURCHASE
Bothell, Washington
11-50 employees
Local 191 is a construction company based out of 2701 Hoyt Ave, Everett, WA, United States.
Retirement Benefits Rank
Market Competitive
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OHANA FIDUCIARY CORPORATION
OHANA FIDUCIARY CORPORATION
Seattle, Washington
11-50 employees
Ohana Fiduciary Corporation is a Washington State chartered trust company and certified professional guardianship agency, and also does business under the name Ohana Financial Services. SERVICES We provide services designed to meet the needs of people who require assistance with their financial affairs and/or personal care. These services are usually performed in a formal role as: • Court appointed Guardian or Limited Guardian • Trustee of a trust under a Will or trust agreement • Attorney-in-Fact under a power of attorney • Court appointed Administrator or Executor of estates under a Will or intestate probate • Agent or consultant under a private agreement for services We have extensive experience in managing these roles. We have the capability to successfully handle situations ranging from very simple to highly complex. In whatever role we take on, the elements of our mission remain paramount. OUR MISSION • Provide the highest quality fiduciary service for a fair and reasonable price • Adhere to the highest standards of practice at all times in the performance of our duties • Uphold and advocate for the dignity and respect of our clients • Customize our services in cooperation with clients and their families for the least intrusive role possible, one that maximizes the client’s residual capacity and autonomy
Retirement Benefits Rank
Top Benefits
MULTIGEN WEALTH SERVICES, INC.
MULTIGEN WEALTH SERVICES, INC.
Bellingham, Washington
1-10 employees
MultiGen Wealth Services Inc. is named for the need to prepare for intergenerational financial planning. We are an independent firm working in conjunction with LPL Financial to provide non-proprietary investment and insurance products. Our founder and president is Craig Brown, a dedicated Wealth Services Professional with over a decade of service to high net-worth families and successful business owners. He is a Chartered Retirement Planning Counselor trained to understand the individual needs and goals of each client. MultiGen Wealth Services focuses on human capital, helping families to understand and be prepared for their future. Our knowledge of financial investing helps you to preserve your assets so your loved ones can enjoy the benefits of your many years of work. For more information on financial planning, and preserving your and your family's future, please contact us. Our Mission Statement: To partner with our clients effectively, so we can enhance the quality of their lives through risk management, capital allocation, and communication as their personal CFO. Securities offered through LPL Financial, Member FINRA/SIPC. http://www.sipc.org http://www.finra.org Investment advice offered through Strategic Wealth Advisors Group LLC, a registered investment advisor. MultiGen Wealth Services and Strategic Wealth Advisors Group are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, FL, MO, UT, WA, VT, NE, AZ, AK, OR. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Retirement Benefits Rank
Market Competitive