Disclaimer: No representation is made as to the fitness of any reference below. The reader must make his/her own inquiries.
Some of these people will obtain commissions through investing your money. Others will give you a fee for service. Others may combine the two. Ask before you retain.
Kathleen A. Miller MBA, CFP at Miller Advisors, Inc.: Bellevue 425-822-8122.
Hollo and Associates at Seattle: (206) 623-4952
Lisa Peters at Financial Group Inc: (206) 241-6521
Mellon:
Nancy Pellegino: (425) 201-2811 and nd@mellon.com
Lorraine Brooks: (425) 201-2815
Karri S. Upton at Edward Jones: (425) 427-6027
Steve Kessler: (206) 622-8394
Bruce Currier: (425) 827-6236