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Introduction
Perry L. Smith Consulting is located in Bellevue, Washington. I have made it my life's work to help people accumulate and retain wealth. With my relationship with Cambridge Investment Research, Inc., a broker/dealer member FINRA & SIPC, and with Cambridge Investment Research Advisors, Inc. as an a Registered Investment Advisor. I assist high-net-worth individuals, professionals and business owners. Designing and developing asset and estate planning strategies for my clients by posing one question to them, a question which I consider to be of utmost importance: Will your financial model match your asset and estate planning today and in the future?
Contact Info
Address:
40 Lake Bellevue, Suite 100
Bellevue
WA 98005
United States
Bellevue
WA 98005
United States
Tel:
425-502-9058
Fax:
425-484-4448
Website:
http://www.perrylsmith.com
Offering
- Investment Management
- Estate Planning
- Small Business Planning
- Financial Consultant
- Retirement Planning
Hours of operation
From | To | From | To | From | To | ||
---|---|---|---|---|---|---|---|
Monday | Open | 9:00AM | 4:00PM | ||||
Tuesday | Open | 9:00AM | 4:00PM | ||||
Wednesday | Open | 9:00AM | 4:00PM | ||||
Thursday | Open | 9:00AM | 4:00PM | ||||
Friday | Open | 9:00AM | 4:00PM | ||||
Saturday | Closed | ||||||
Sunday | Closed |