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Perry L. Smith Consulting in Bellevue, Washington
(425) 502-9058
40 Lake Bellevue, Suite 100
Bellevue, WA 98005
Company Description:
Perry L. Smith Consulting is located in Bellevue, Washington. I have made it my life's work to help people accumulate and retain wealth. With my relationship with Cambridge Investment Research, Inc., a broker/dealer member FINRA & SIPC, and with Cambridge Investment Research Advisors, Inc. as an a Registered Investment Advisor. I assist high-net-worth individuals, professionals and business owners. Designing and developing asset and estate planning strategies for my clients by posing one question to them, a question which I consider to be of utmost importance: Will your financial model match your asset and estate planning today and in the future?
Services Offered:
Investment Management
Estate Planning
Small Business Planning
Financial Consultant
Retirement Planning
Business Information:
| In Business Since: | 2017 |
Hours of Operation:
Monday through Friday 9 am to 4 pm