Edward Jones - Financial Advisor: Andrea N Michaels, CEPA®|AAMS®|CRPC™

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Thomas Swanson Associates CPAs PLLC, located in Bellevue, WA, offers a comprehensive range of financial services, including accounting, tax planning, payroll services, and business valuations. Their team of professionals is dedicated to providing individualized support tailored to clients' specific financial needs. With a focus on assisting individuals, trusts, estates, and businesses, the firm emphasizes accuracy and thoroughness in all their offerings. Their commitment to client education further enhances the financial planning process, ensuring clients receive informed guidance as they navigate their financial journeys. Generated from the website

Our approach starts with taking the time to gain an intimate understanding of the things that are important to you in life: your goals, objectives, dreams and aspirations. We explore the important question: What is important about money to you? As we learn how you want to retire, and what goals are most important to your life, we can begin our important work together. We've found that successful long-term relationships are built from open and honest communications and by maintaining a singular focus on your needs as our client. And by maintaining close communication and anticipating your continuing needs, we can help you stay on track and maintain confidence in the future.