Ross Jeffrey CFP

The Planners Edge LLC, based in Mercer Island, WA, provides comprehensive financial planning and investment management services tailored to the unique needs of clients throughout the Pacific Northwest and beyond. Their dedicated team focuses on helping clients achieve financial clarity, confidence, and progress through a personalized, fiduciary approach that prioritizes integrity and trust. Utilizing their distinctive Serious Money Approach™, The Planners Edge specializes in managing clients' serious money with discipline and patience, addressing various aspects of financial life including retirement, tax optimization, and estate planning. Their commitment to sound financial guidance empowers clients to navigate complex decisions and pursue long-term financial goals effectively. Generated from the website

The Planner's Edge LLC, based in Mercer Island, WA, is dedicated to simplifying and organizing financial lives to provide clarity and confidence for clients throughout the Pacific Northwest and beyond. With a commitment to integrity and a personalized, client-first approach, their experienced team offers tailored financial and investment planning services aimed at achieving long-term goals and empowering clients in their financial journeys. Employing The Serious Money Approach™, The Planner's Edge focuses on managing serious money with discipline, patience, and a steadfast belief in proven strategies. Their comprehensive services include retirement, tax optimization, estate planning, and investment management, all designed to align with clients' life objectives and ensure peace of mind for the future. Generated from the website

Securities America is a financial services firm based in Mercer Island, WA, specializing in investment management and advisory services for individuals and businesses. With a focus on personalized financial planning and wealth management, Securities America aims to help clients achieve their long-term financial goals through strategic investment strategies and risk management. Generated from their business information