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James S. Bennett, Jr., CFP®, CRPC

Bennett & Associates, An Ameriprise Private Wealth Advisory Practice

10801 Main St
Ste 204
Bellevue, WA 98004
Phone: (425) 462-7900
Fax: (425) 462-7910

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.