STIFEL FINANCIAL

Thomas McLean Cfp is a financial planning firm based in Olympia, WA, specializing in providing personalized financial advice and services to individuals and businesses. With a focus on long-term financial goals and strategies, the firm offers comprehensive financial planning, investment management, and retirement planning services to help clients achieve their financial objectives.Generated from their business information

CAPSTONE Investment Group, LLC, based in Olympia, WA, is a seasoned financial advisory firm with over 100 years of combined fiduciary experience. Founded in 2004 by Patrick McClelland and later joined by Sandra Drennon and Steven Elliott, the firm prioritizes personal relationships and a disciplined approach to money management. With a focus on wisdom, discipline, and understanding, CAPSTONE is dedicated to serving clients by building and managing wealth through meaningful relationships and unbiased advising. The team places high value on individual values, hopes, and fears, delivering active management of client funds with a generational understanding of financial and estate planning needs.Generated from the website