Bellevue, Seattle, Kirkland Certified Financial Planner, CFP / Planning Advisor Bellevue, Seattle, Kirkland - Portfolio Compass 04-27-11 : Article: Portfolio Compass 04-27-11

Portfolio Compass 04-27-11

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Bellevue, Seattle, Kirkland Certified Financial Planner, CFP / Planning Advisor Bellevue, Seattle, Kirkland

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At ICON Consulting, our focus is to provide our clients with strategic, knowledge based consulting and advice. At times, we may also assist our clients with securities related services. However, these services may only be provided to individuals residing in the states in which we are registered to conduct securities related business. These states are: California, Florida, Massachusetts, Maryland, Minnesota, New Hampshire, Ohio, Oregon, Texas, Virginia, and Washington. The information contained in this website is intended for use only by residents of these states or for individuals interested in ICON's financial planning and consulting services. By viewing our site, you are verifying that you meet one of those two criteria. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Fee based consulting and financial planning offered through ICON Consulting, an independently owned and operated Registered Investment Advisor. “2008, 2009, 2010, 2011, & 2012 Five Star Wealth Manager: Best in Client Satisfaction” - Seattle Magazine. 2008-2011 Five-Star Criteria - Based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client's experience. 2012 Five-Star Criteria - Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012 Five Star Wealth Managers.

Locally owned and independently operated, ICON Consulting is one of the industry's leading comprehensive wealth management and financial planning firms serving Seattle, Bellevue, Kirkland, and the Northwest. As a Registered Investment Advisor firm in the state of Washington, ICON has a team of Wealth Managers, CFP's, Financial Planners, and Financial Advisors that are here to help you objectively manage your family's wealth.

ICON Consulting, LLC
10655 NE 4th Street, #704
Bellevue, WA 98004
(425) 562-ICON (4266) - phone
(425) 746-ICON (4266) - Fax
info@ICONconsultingllc.com