BondStreet Wealth Management - The Future of Investing
BondStreet Wealth Management - The Future of Investing
At BondStreet Wealth Management we have created a unique service model where individuals and families can get all of their financial needs met in ONE place.
* Without going to huge impersonal financial and insurance conglomerates.
* Without paying teams of unrelated professionals astronomical billing rates.
* Without having to coordinate all the pieces yourself to try to save money.
ONE company, ONE contact
ONE strategy, ONE vision for your financial future.
Experience The Future of Investing:
* We are a truly independent Investment Advisor. With no Wall Street corporate parent or broker/dealer to influence us, we are free to offer the best investments with unbiased advice
* Our Wealth Manager, Brian Evans, is a CPA/PFS, a top advising accreditation. He is nationally published on his asset allocation strategy in the Black Book on Personal Finance. Brian also hosted the On The Money radio talk show on KKNW AM 1150 Seattle.
*As an Investment Advisor (not a broker-dealer) we have a fiduciary duty to act in your best interest. We accept no commissions or hidden fees; we only work for you!
* With Investment Management, we offer comprehensive Tax & Estate Planning, Financial & Legacy Planning, 401(k) Management, Insurance Advice & complete Trust Services.
* Our 91% Client Satisfaction rating shows that our clients appreciate our personal service.
*Accounting services offered through our sister firm, Bauer Evans, the third largest CPA firm in Everett,specializing in the entrepreneur's tax & consulting needs. Founded 1989.
*Your Investment Advisor Representative will be with you every step of the way, from helping you choose the appropriate Investment Portfolio, to providing the exceptional ongoing support that is the trademark of BondStreet Wealth Management.
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IP(216.73.216.125) California / Anaheim
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