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Pacific Financial Advisors, Inc.
Une planification financière claire et éclairée pour la retraite et au-delà.
4.8(5 avis)
Business
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Une planification financière claire et éclairée pour la retraite et au-delà.
Pacific Financial Advisors, Inc. à Bellevue propose la planification de la retraite, des conseils en placement, la planification successorale et des options d’assurance-vie. Les clients louent la réactivité du service, des conseils réfléchis et des ressources telles que des cours et un blog informatif qui les aident à prendre des décisions financières éclairées.
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Des stratégies personnalisées pour vous aider à atteindre vos objectifs de retraite et à réaliser votre indépendance financière.
Éducation et diversification des investissements, y compris des cours sur les stratégies d'investissement.
Des plans successoraux complets pour sécuriser votre héritage et gérer les répercussions à long terme.
Des conseils d'experts pour optimiser les implications fiscales afin d'obtenir des résultats financiers optimaux.
Des solutions d'assurance vie personnalisées pour protéger vos actifs et vos proches.
Des cours informatifs sur les investissements et les stratégies financières pour vous aider à prendre des décisions éclairées.
Ross and his professional team have helped me prepare to reach my retirement goals without any undue pressure. They have patiently worked with me and have steered me to a path that will allow me to have financial independence in the coming years. They are always very responsive and provide me with excellent and relevant information, both directly and via their blog.
We found Ross and his team after attending a class he taught on investment strategies. Our experience has been outstanding. Exactly the kind of guidance we were looking for.
I have been working with Pacific for 4 years, primarily with retirement planning. Ross teaches classes on investments and has been very helpful in putting together a plan, navigating the tax and long-term impacts. We have used Pacific to put together an estate plan and to diversify investments including some life insurance options. Their strength is in offering a wide range of options and providing education to make more informed decisions.
Ross & staff have been very helpful with planning for our retirement.
I have worked with Ross and his family and team for many years. Their experience and support have been outstanding. I recently purchased a new home. Their guidance and knowledge made it all possible. Many thanks!
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