Roy Jeffrey

Zetlmaier Wealth Management is an independent financial planning and wealth management firm based in Seattle, WA. ZWM offers services for all types of investors. Our clients work in a wide array of industries from tech to government to healthcare. We use a bucket strategy approach to financial planning and wealth management. Simply put, we identify your short, medium, and long term needs and make suggestions accordingly.

Stifel is a company based in Seattle, WA that specializes in providing financial services to individuals and businesses. They offer a range of investment options and financial planning services to help clients achieve their financial goals. With a team of experienced professionals, Stifel aims to provide personalized financial solutions tailored to each client's unique needs and objectives. Their commitment to transparency and client satisfaction sets them apart in the competitive financial services industry.Generated from their business information

McAdams Wright Ragen is a full service regional brokerage firm and investment advisor located in the Pacific Northwest. We provide investment services to retail clients through our retail brokers and investment advisory associates. Our institutional brokers service institutional clients around the country. We have our own research department, which provides detailed coverage on both Northwest stocks and national stocks, using a contrarian investment strategy. We maintain three equity trading desks and a fixed income desk providing us with a full range of equity and debt securities. Our corporate finance department provides investment banking services and merger and acquisition assistance to regional public and private companies.