About the Business
BBJS Financial Advisors, LLC is a financial services firm that provides a range of services to help individuals and businesses achieve their financial goals. Our services include financial planning, wealth management, investment management, retirement planning, asset management, tax planning, estate planning, diversification analysis, risk tolerance analysis, hedging strategies, tax compliance, net worth calculation, needs analysis, education planning, and insurance planning. We strive to provide our clients with comprehensive advice to help them make informed decisions about their finances. Our team of qualified professionals is dedicated to helping our clients reach their goals and secure their financial future.
With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.
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- BBJS Financial Advisors, LLC started when Bancroft, Buckley, Johnston & Serres LLP (a CPA firm) recognized the need to further specialize its services by forming a separate company to help high net worth families manage their financial lives. This move has helped both businesses and our clients manage the various components of their financial lives, such as investments and taxes, which often intersect.
- (206) 682-4840
- 1501 4th Ave Ste 2880, Seattle, WA 98101
- Visit Website
Opening Time
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Mon
8:00 AM - 5:00 PM
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Tue
8:00 AM - 5:00 PM
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Wed
8:00 AM - 5:00 PM
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Thu
8:00 AM - 5:00 PM
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Fri
8:00 AM - 5:00 PM
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Sat
Closed
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Sun
Closed