Looking for financial advisor references - Eastside preferably

[dawgdays]

I'm looking for a fee-paid advisor rather than one that is paid on commission or who works for a company that offers investment instruments

Comments

Melissa Larson

[alathia]

She's very good at what she does, and has worked with a lot of retirement aged people. You can tell her Alex Nguyen referred you. :)

Melissa L. Larson, CFP®, CLU®, ChFC®
Financial Advisor

Pacific Capital Resource Group, Inc.
10900 NE 8th St., Suite 1250
Bellevue, WA 98004
Mobile: 206-229-9738
Work: 425-641-8788, ext. 211
Fax: 425-641-8778
mlarson@pcrg.com
www.pcrg.com

Re: Melissa Larson

[dawgdays]

Oh, so you're over here too.

http://community.livejournal.com/ask_me_anything/30368369.html?thread=675930737#t675930737

Re: Melissa Larson

[alathia]

Yep, that's me! :)

[pullthestars]

I will admit to a certain amount of bias here, but my father is a CFP, located in Kirkland.

http://www.quantumplanning.com/ecard.cfm?ID=341616

John James, CFP®, CDFA™ (Seattle Office)
Phone: 425-889-7487
Fax: 425-822-7959
E-mail: john.james@quantumplanning.com

And directions to his office: http://www.quantumplanning.com/section14.cfm

(if you end up going and talking to him, just tell him that his daughter Kris referred you :) )

[dawgdays]

thanks!

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[sanji123]

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