R & D Financial

Strategic Retirement Partners, LLC is an independent investment firm based in Seattle, WA, specializing in providing qualified retirement plan advisory services for small to mid-size businesses. With a focus on plans with fewer than 100 employees and assets under $10 million, they offer professional plan design, vendor search, investment options, and ongoing monitoring to help businesses optimize their retirement benefit plans. Founded by President Brian Rall in 2018, Strategic Retirement Partners, LLC prioritizes client responsiveness, accessibility, and customized service to assist business owners in all aspects of their retirement benefits. By listening carefully to client goals and designing tailored retirement plans that minimize administration, reduce fiduciary exposure, and maximize investment outcomes, they aim to ensure positive results for both plan sponsors and participants.Generated from the website

Pacific Coast Financial Services is a wealth management firm based in Seattle, WA, dedicated to supporting families at various stages of their financial journeys. Their unique approach combines integrity, strategic planning, and a commitment to personal care, ensuring clients receive tailored financial solutions that meet their individual needs. The firm emphasizes building trust and listening intently to their clients, aiming to exceed expectations with customized financial plans. With over two decades of industry experience, Pacific Coast Financial Services focuses on helping clients achieve and surpass their financial goals with innovative investment advice. Generated from the website