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Home > Financial Planner Directory > Washington > Edmonds > Dale R. Terwedo, CLU,CFP®,ChFC,ADPA
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Dale R. Terwedo, CLU,CFP®,ChFC,ADPA

Terwedo Financial Services, LLC

100 Second Ave South
Ste 300
Edmonds, WA 98020
Phone: (425) 776-0446
Fax: (425) 670-9162

Toll-free: (800) 950-1510

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Household Income Minimum: $75,000
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: Size and needs of the client, we are a comprehensive planning practice

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