BBJS Financial Advisors, LLC

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1501 4th Ave Ste 2880
Seattle, WA 98101

History

BBJS Financial Advisors, LLC started when Bancroft, Buckley, Johnston & Serres LLP (a CPA firm) recognized the need to further specialize its services by forming a separate company to help high net worth families manage their financial lives. This move has helped both businesses and our clients manage the various components of their financial lives, such as investments and taxes, which often intersect.

Specialties

Financial planning, Wealth management, Investment management, Retirement planning, Asset management, Tax planning, Estate planning, Diversification Analysis, Risk tolerance analysis, Hedging strategies, Tax compliance, Net Worth calculation, Needs Analysis, Education planning, Insurance planning

Reviews

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5.01 reviews
Kylie K.
9/3/2012

Professional, personal and trustworthy. I would recommend BBJS to anyone seeking honest financial advising.

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