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Allstate Kirkland Juanita Insurance Agency, Tom Waiss (Financial Services)When choosing an insurance agency, you want a company you can trust. We are a full service insurance agency. We do not work for an insurance company; we work for you! We work on your side when you have a loss, we follow through to see that you get fair, prompt payment.
As a full-service insurance agency, our duty is to our client's best interests. As your insurance agents, it is our responsibility to provide YOU the best service and the best coverage, at the best possible price. We are here to protect you, your family, your assets and your future.
Our specialties include:
Autos, Motorcycles, Motor Homes, Snowmobiles, ATVs, Boats, Yachts, Golf Carts, Identity Theft, Homeowners, Earthquake, Flood, Scheduled Personal Property, Renters, Condos, Rental Property, Personal Umbrellas, Jet Skis, Go Carts, Trail Bikes, Utility Vehicles, Dune Buggies, Small Business, Term Life, Universal Life & Annuities, Mortgage Protection, IRAs, 401K Rollovers, Long Term Care, Disability, Cancer & Accident Supplements, College Savings Plans, Allstate Bank & more!
Whatever your insurance needs, Allstate Kirkland Juanita Insurance agency can meet them. Contact one of our agents today at 425-827-8000 or visit us at Kirkland office located at 1209 Market st.
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Ameriprise Financial Services, Jeffery Magson (Financial Services)We shape financial solutions for a lifetime!
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Ameriprise Financial Services, Lynn Brown (Financial Services)More people come to Ameriprise for financial planning than any other company.
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.
I am licensed and registered to conduct business in WA. Based on licenses and registrations I hold, I may also conduct certain business in AZ, CA, IL, LA, MT, OR, UT, VA, VT.
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Ameriprise Financial Services, Scott Long (Financial Services)
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AXA Advisors, Michael Hagy (Financial Services)
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AXA Advisors, S. Paul Webb (Financial Services)AXA Group is a worldwide leader in financial protection and wealth management. AXA's operations are diverse geographically, with major operations in Europe, North America and the Asia/Pacific area. In the United States, AXA is represented through its holdings in AXA Financial, Inc. and its subsidiaries: AXA Equitable Life Insurance Company, AXA Advisors, LLC, AXA Distributors, LLC, and Alliance-Bernstein, L.P.
I help families and business owners design and implement a financial plan based on their values and goals. Having a financial plan means that you have a specific strategy for each of your needs and goals. Imagine knowing that you have a strategic plan for everything that you want to accomplish; Financial Independence, College Funding, Asset Allocation, Wealth Management, Estate Planning, Charity Work and Travel, just to name a few. Having a sound financial strategy can give confidence and security.
In our complementary first meeting, myself and one of my senior business partners:
• Discuss and clarify what is important to you
• Identify your goals and what they mean to you and your family
• Detail what it will take to help accomplish those goals
• Take an inventory or your current holdings and your experience with them
• Take your "blood pressure" on risk and volatility
• Summarize specific strategies that can help improve your financial health
At the end of our first meeting we will learn enough about each other to know if there is a good fit for us to work together. Look forward to meeting with you.
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Chad Leesberg, Commercial Lending (Financial Services)If you are a small business owner, we should talk. As a Commercial Lender I am committed to helping you finance the operations and growth of your business, discover better ways of managing your company's cash, or acquire commercial real estate. Feel free to call me even if you simply have questions about banking. I'd enjoy discussing your business with you.
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Cost Segregation Services Inc. (Financial Services)We provide IRS approved "engineered cost segregation studies" as a strategic tax savings tool allowing companies and individuals, who have constructed, purchased, expanded, or remodeled any kind of real estate, to increase their cash flow through accelerating depreciation.
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Edward Jones (Financial Services)You may think all investment firms are the same. However, Edward Jones has made a conscious decision to serve you, the individual investor, differently. It's more than lip service. See for yourself how this approach can help make a difference for you and your family. Our firm was built on a foundation of priciples that help guide us every day. We make every effort to build one-on-one relationships with you, our client, offering personalized attention and financial guidance. We work with retirement plans, IRA'S, Roth IRA's, Paying for Education, Stocks, Bonds, Mutual Funds, Life Insurance, Rollovers and many other investment tools that help get you to where you want to be. Remember we are always doing what is right for the client! I look forward to meeting you.
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Generational Wealth Partners (Financial Services)Our Mission:
Generational Wealth Partners is centered on creating value for clients and representatives through an uncompromising commitment to financial literacy. We focus on paradigms that are based on the same economic principals used by banks, brokerage firms and insurance companies, which inherently are all in the business of banking. Our concentration is on creating a mutually beneficial position which supersedes the broken, one sided risk/reward system that is most prevalent in our financial world today. Generational Wealth Partners endeavors a truly win/win solution for the consumers, distributors and institutions. We believe this philosophy represents the true meaning and nature of mutuality.
Our Purpose:
Our purpose is to empower our Clients to maximize and preserve their personal and business wealth, while at the same time, protecting their quality of life, income, and assets from the devastation caused by death, disability, and/or lawsuit.
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Greenway, Jessica CFP, Financial Consultant (Financial Services)Jessica Greenway is a Certified Financial Planner specializing in retirement planning and socially and environmentally responsible investing. She works with individuals and organizations to help them make the most productive use of their financial resources. Her professional, educational approach brings clients the confidence and security that comes from implementing a well thought-out, understandable financial plan for the future. Services include portfolio design, investment advice and management, financial planning and estate planning. Jessica lives in Kirkland and serves on the Kirkland City Council.
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HomeBenefitIQ (Financial Services)As a member of the HomeBenefitIQ network, you will be joining a family of hard-working, committed individuals who are anxious to help you achieve your financial goals. Whether you are buying your first home, consolidating debt, or selling your home we have the right solution for you.
Why use us to buy or refinance your home? Because our focus is on helping you save time and money! Our objective is to offer you a user-friendly, confidential, full-service real estate benefit package. Program benefits are voluntary and can be extended to family and friends. We look forward to offering you a friendly and quality experience.
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ING Financial Partners - Andrew Norman (Financial Services)
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Lehmann Wood Johnson Inc. (Financial Services)• Specializing in Individual, Association and Employer-Sponsored Long Term Care Insurance for 30 years.
• Offering discounted premiums to fellow members of The EBA
• 70% of Americans reaching age 65 will need long term care services during their lifetime – services not covered by Medicare and ordinary health insurance
• Long term care insurance premiums are deductible as ordinary business expenses for most business entities
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Stay In Home Reverse Mortgage (Financial Services)As a reverse Mortgage Specialist, I assists seniors with life changing decisions regarding their homes and financial status. I educate seniors on the reverse mortgage program to bring understanding and determine if a reverse product meets their specific needs. My goal is to improve the quality of life for seniors by utilizing the program to provide monthly income, pay off debt, or help fulfill retirement dreams.
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Stern Financial Group (Financial Services)“Stern Financial Group: 21st Century Solutions for 21st Century Problems. Yes, planning is important, but what if a good portion of that planning and or products were based on questionable assumptions, what then? Therefore, our goal is to educate and empower you to identify real solutions that work and will also be better for the changing future. To that end, we offer an on-line education video series you will be hard to find anywhere else.”
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United Financing, LLC (Financial Services)The mission of United Financing is helping home buyers and owners realize their dreams. As a mortgage broker United Financing, LLC. is uniquely positioned to assist both refinancing and new mortgage customers. We take the time to understand you and your financial goals and needs. We tailor loans that take into account your cash flow, payments time frame, investment opportunities and equity planning. With United Financing you will get a loan that provides you the flexibility and resources to get the most out of your property investments. Through our relationship with multiple mortgage lenders, United Financing helps consumers reach the lender that best suits their needs. The loan process with United Financing is easy. We strongly believe it should be easy to understand, easy to manage, and easy to close. Let us do all the hard work. You will work with a personal Loan Officer that will manage your application process, request all necessary paperwork and resolve all the issues related to your credit, lenders, appraisers, etc. You will be kept informed every step of the way. And rest assured there will be no surprises at closing or when you get your first monthly bill. United Financing is dedicated to make your lending and financing experience as painless as possible.
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West Horizon Financial /Mohamed Daoud (Financial Services)West Horizon Financial, Inc. is committed to helping you find the right mortgage programs for your financial needs. We understand that every customer is unique, and we offer a variety of products that best fits your individual requirements. At West Horizon Financial, Inc. we are committed to making the mortgage loan process as simple as possible for our Customers. We're people who live and work in the communities we serve, dedicated professionals who focus on the financial needs of our Customers













