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Maureen E. Jones, CFP®

Lakeview Financial Group, LLC

6239 Woodlawn Ave N.
Seattle, WA 98103
Phone: (206) 729-1700
Fax: (206) 729-6033

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

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

Considerations: Fee Based Planning

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