Mickelson David E CPA

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Website
2518 Bridgeport Way W
University Place, WA 98466
+1 (253) 565-6766
https://www.mickelsonwm.com

Mickelson Wealth Management, located in University Place, WA, specializes in creating personalized financial plans that align with clients' goals and values. Their systematic approach incorporates tax reduction strategies, setting them apart from many wealth advisors who may lack the necessary tax expertise.

The firm offers a comprehensive range of services, including retirement planning, investment management, tax preparation, and insurance guidance. By closely monitoring clients' financial plans and making necessary adjustments, Mickelson Wealth Management aims to help individuals and families achieve financial success and security.

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Reviews

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5.01 reviews
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Pat M.
10/10/2013

This business is NOT closed, just had my tax appointment with Erik Mickelson there this afternoon... who gets to post such a thing? Just askin'.

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