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Home > Financial Planner Directory > Washington > Seattle > Joseph M. Maas, CLU, ChFC, CFP®,CFA
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Joseph M. Maas, CLU, ChFC, CFP®,CFA

Synergy Financial Management, LLC

701 Fifth Ave
Ste 3520
Seattle, WA 98104
Phone: (206) 386-5455
Fax: (206) 386-5452

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Succession Planning
  • Tangible Assets
  • Medical & Health Issues
  • Sudden Wealth
  • Nontraditional Households
  • Special Needs
  • 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.