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James H. Cowles, III, CFP®

Financial Research, Inc.

1605 NW Sammamish Rd
Ste 250
Issaquah, WA 98027
Phone: (425) 657-2229
Fax: (866) 411-9122

Web site

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Investment Management
  • Retirement

 

About My Practice

Financial Research, Inc. is a fee-only advisory firm that provides wealth management and investment management services to individual and corporate clients.

I have over 30 years of experience in investment management and financial planning, helping clients make informed financial decisions and play a smarter game when it comes to their money.

As strictly a fee-only advisor, my clients know they are receiving advice and counsel which is based on true objectivity. Financial Research, Inc. is a fully independent company and receives no commissions or compensation from investment transactions or insurance products.

Our wealth management services rely on a process that has proven effective in helping clients move forward toward important goals and getting what they want in life. Most clients of Financial Research are provided with a comprehensive wealth management program, combining investment management and financial planning services.

Check out  website at www.nwwealth.com! The site has info on how I work with clients, articles I've written, and tips on selecting a financial advisor.

 

Experience

Prior to founding Financial Research in 1990, Mr. Cowles was employed by an investment subsidiary of Conagra, Inc. for an 11-year period and was primarily responsible for financial market analysis and investment research. In 1992, he was granted certification as a Certified Financial Planner and is a member of the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA). Born and raised in Bellevue, Mr. Cowles is a graduate of The Lakeside School and the University of Washington.

 

Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - NAPFA-Registered Advisor
Broker-Dealer Affiliation
None/NA

 

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.