Erickson Wealth & Tax Management

Erickson Wealth & Tax Management As fee-only legal fiduciaries, we fully integrate tax and investment coaching so that our clients ca

We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. Qualifications:
•Certified Public Accountant, licensed in Washington State.
•Registered Investment Advisor-Washington State CRD 127537.
•Personal Fi

nancial Specialist (PFS) Designation, American Institute of Certified Accountants.
•Licensed Independent Insurance Agent-Life, Health and Disability and Long Term Care Insurance-Washington State.
•Member: American Institute of Certified Public Accountants.
•Member: Washington Society of Certified Public Accountants

Media:
Wall Street Journal's "The Best Tweets For Your Money" http://tinyurl.com/bll5e9m

Address

200 1st Avenue W, Ste 401
Seattle, WA
98119

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+12062849900

Website

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