Salerno & Assoc

Appropriate Balance Financial Services, Inc, based in Bellevue, WA, is a trusted independent financial advisory firm recognized for its expertise in wealth management and financial planning. With a team of experienced planners and experts, they offer a comprehensive range of services including investment management, retirement planning, tax planning, insurance guidance, and estate planning. With a client-centric approach, Appropriate Balance Financial Services, Inc aims to help individuals and businesses achieve their financial goals at every stage of their career. Trusted by some of America's largest employers, their modern wealth planning relationships provide integrated advice and strategies to help clients elevate their financial potential.Generated from the website

With more than 145 offices nationwide, we're here for you. Our experienced financial planners understand that wealth is personal - it's about you and where you want to be. With an integrated approach to financial planning, retirement planning, investment management, tax planning, insurance guidance and estate planning guidance, we can help get you there. So, let's have a meaningful conversation. The Edelman Financial Engines office in Bellevue is located within walking distance of downtown Bellevue Park. Call us to schedule a meeting with a financial planner to get started. EFE may request that clients share their experiences.