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Lance Peters, Spotlight Asset Management
Financial Planner in Bellevue WA
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Address
10900 NE 4th St
Bellevue, WA
98004 -
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Map/Directions
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About
Lance is the Managing Director of Spotlight’s Seattle office and the company’s nationwide Director of Retirement Plan Services. With more than 26 years of experience advising individuals and corporations, Lance excels at working with clients to create customized financial plans that include targeted wealth management strategies to help his clients meet their needs and achieve their goals. Lance specializes in providing comprehensive advice that incorporates, among other things, investment management, insurance strategies, estate and retirement planning, tuition funding, employee benefit plans, and business transition plans. Having started several companies himself, Lance understands the unique needs of small businesse
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I've been doing this for 32 years
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Hours of Operation
Mon - Fri 8:00AM - 5:00PM
Sat - Sun Closed
Holidays Closed