Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Washington > Seattle > M. Ray Gilmour, CPA, CFP®
Find the Certified Financial Planner™
Who's right for you.

M. Ray Gilmour, CPA, CFP®

Trellis Advisors, LLC

8804 Roosevelt Way NE
Seattle, WA 98115
Phone: (206) 522-6111
Fax: (206) 522-5324

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Attending College
  • Comprehensive Financial Planning
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Life Planning
  • Retirement
  • Sudden Wealth

 

How Planner Charges
N/A

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