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William F. Serres, II, CFP®,CPA

BBJS Financial Advisors, LLC

1501 Fourth Ave
Ste. 2880
Seattle, WA 98101
Phone: (206) 682-4840
Fax: (206) 447-1581

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

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Asset Allocation
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Real Estate
  • Insurance
  • Retirement
  • Sudden Wealth
  • Women's Finances

 

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.