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With decades of financial advisor and financial planning experience, we can we have build a legacy of being reputable, trustworthy, but most importantly, responsible with your investments. Contact us today for a free consultation and find out how we can help you. Financial Advisor Seattle is a Seattle based wealth management firm who places the client

We aim to be your financial partner and professional guide through the various stages of your financial life. Our primary focus is to assist you in aligning your resources with your personal and family goals. Our goal is to illuminate your financial pathway. We offer Fee-Only* comprehensive financial planning along with ongoing investment management

Strategic Tax Mitigation Tax efficient investment solutions helping you keep more of what you make. You work hard, invest wisely, and want to protect your money from excessive taxes. Our clients who have had a full financial analysis and adopted their personalized tax-mitigating plans have been able to reduce their taxes well into six figures through

What is your vision for your future? Employing a collaborative process, we work with you to put the goals that matter the most into focus. What do you need to know to pursue your vision? Knowledge is power, so it's crucial to who we are that you understand the mechanics of how to achieve what's important to you. Where do we go from here? A plan is

U & T Financial, Inc. has been working with clients to pursue their financial goals for over a decade. Our clients are able to build solid financial plans that are in their best interest due to our unbiased solutions that offer us the freedom to recommend sound investment options. U & T Financial, Inc. is committed to long-term investment strategies