Veliz Financial Management LLC

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4009 Bridgeport Way W Ste D
University Place, WA 98466
+1 (253) 284-5700
http://www.velizfinancial.com

Veliz Financial Management, LLC is a registered investment advisor located in Fircrest, WA. They offer a range of financial services and strategies, including annuity, long-term care insurance, life insurance, disability income insurance, and 401(k) information. With a team led by Jose Veliz III, MBA, a knowledgeable financial advisor, they provide personalized investment advice and financial planning to help clients achieve their financial goals.

As an independent firm, Veliz Financial Management works with LPL Financial, a leading broker-dealer and investment advisory firm. They are dedicated to providing their clients with comprehensive resources, including articles, calculators, newsletters, and market watch updates. With a commitment to client satisfaction, Veliz Financial Management strives to build long-term relationships and help individuals and families navigate the complexities of the financial world.

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