Financial Peace Of Mind

General Info

Prism specializes in investment management. We have a unique approach that involves three founding principles:Our clients lives guide our recommendations. Low cost optimization, We are independent, fee-based only, free of conflicts of interest, and can recommend any financial product or strategy that helps our clients reach their goals. If youre looking for investment management in Seattle, and a firm that will put your needs first in helping you reach your financial goals, then please contact us for an appointment today.Your journey starts here.

Hours

Regular Hours

Mon - Thu:	7:00 am - 4:30 pm
Fri:	7:00 am - 1:00 pm
Sat - Sun	Closed

Categories

Financial Services, Financial Planning Consultants, Investment Advisory Service, Retirement Planning Services, Trust Companies

Services/Products

Financial AdvisorsFinancial AnalysisInvestment AdvisorsAsset & Portfolio ManagementRetirement PlanningIRA RolloversFinancial ManagementMutual FundsIndividual Retirement AccountsRoth Individual Retirement Accounts401k

Payment Options

Location

Columbia Ctr

Neighborhoods

Seattle Central Business District, Downtown Seattle

Languages

English, German

Other Link

http://www.prismadvisor.com