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Kurt S. Wanner, CFP®

Crosswind Advisors, LLC

2601 59th St SW
Everett, WA 98203
Phone: (425) 349-2527
Fax: (425) 645-7870

Toll-free: (800) 877-7210

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

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