WIN Group

Truluma is a Seattle-based company founded by advisors, for advisors, offering streamlined workflow solutions for insurance professionals. They provide quick online quote requests, fast and easy access to carrier forms, and secure document uploads to their team. With a focus on consultation, education, and support, Truluma has garnered high praise from satisfied clients who recommend partnering with them. They have corporate offices in Seattle, WA, and additional locations in Albuquerque, NM, Forest City, IA, Los Angeles, CA, Phoenix, AZ, and Portland, OR.Generated from the website

We think that this is one of the best questions that you can ask when considering any financial advisor or team. When you take the time to ask the central questions, you can make an informed decision. This is very important to us, because we are interested in establishing and nurturing a long term relationship, which will allow us to understand you and your financial goals. There is no such thing as a financial advisor that is all things to all people and we certainly do not expect to meet every prospective client’s needs. Since choosing the “right” advisor will have a significant impact on you and your family for years to come, we want to make sure the fit is a good one.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy