Haller & Shepard Capital Group

5555 Lakeview Dr Ste 201
Kirkland, WA 98033

Haller & Shepard Capital Group, based in Kirkland, WA, is a financial firm specializing in providing personalized investment strategies and capital market solutions to a diverse clientele. Tailored to meet individual, corporate, and municipal needs, their services encompass comprehensive financial planning, portfolio management, investment research, and customized assistance aligned with specific client objectives. Drawing on their extensive expertise, Haller & Shepard Capital Group excels in guiding clients through intricate financial landscapes, offering meticulous analysis and individualized support.

With a local presence and a global perspective, Haller & Shepard Capital Group is dedicated to offering attentive, impactful, and goal-driven financial solutions. Their approach emphasizes prudent risk assessment and a commitment to fostering growth, safeguarding assets, and facilitating the efficient transfer of financial resources. By combining in-depth market knowledge with a client-centric focus, the firm strives to deliver meaningful outcomes that address the unique financial aspirations of each client with integrity and precision.

Generated using this brand's available information

Own this business?
See a problem?

You might also like

Financial consultant, Stock exchanges, Securities flotation companies

Edward Jones Investments

Located in the vibrant city of Redmond, WA, Edward Jones Investments stands out as a trusted financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment objectives and financial aspirations. Their comprehensive range of services includes personalized guidance tailored to each client's unique needs, covering investment management, retirement and estate planning, and education savings programs. This establishment prides itself on fostering meaningful relationships between clients and experienced financial advisors spread across the country, ensuring that clients receive the necessary support and advice to navigate the complexities of financial planning effectively. At Edward Jones Investments, the focus is on delivering individualized attention and creating customized strategies that align with clients' long-term goals, distinguishing it from conventional, one-size-fits-all approaches. By prioritizing personalized consultations and continuous assistance, the firm empowers clients to prepare for the ever-changing stages of life with confidence and clarity. Whether clients are seasoned investors or new to financial planning, Edward Jones Investments offers accessible and thoughtful solutions that cater to a diverse range of investment preferences, making the journey towards financial stability and growth a seamless and rewarding experience. Generated using this brand's available information
United StatesWashingtonKirklandHaller & Shepard Capital Group

Partial Data by Infogroup (c) 2025. All rights reserved.

Partial Data by Foursquare.