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Perry L. Smith Consulting
Financial Planner in Bellevue WA
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40 Lake Bellevue Dr Ste 100
Bellevue, WA
98005
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?
Mon - Fri 9:00AM - 4:00PM
Sat - Sun Closed
Holidays Closed