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New to ICON?



1.  
ICON Offerings

2. 
Why ICON?

3. 
Common Questions

4. 
ICON's Initial Interview Questions

5. 
I've worked with someone in the past, but they are not a CERTIFIED FINANCIAL PLANNERTM  Practitioner (CFP®) - Does that matter?

6. 
Your rights as an ICON client

7.  Is it time for me to make a change?

8. 
What Separates CFP®'s from the rest of the financial industry?

9.  
What you need to know about financial planning?

10. Should I conduct a background check first?

11.
Additional Publications and Resources




Visit us here for a demo of ICON's offerings.  For additional inquiries, or to schedule a complimentary review, please click here.

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About Us

  • ICON Wealth Management
  • ICON in the News
  • ICON Offerings
  • ICON Updates
  • New to ICON?
  • Meeting Materials
  • Directions
  • ICON Gear
  • The ICON Foundation
  • Tell A Friend
Contact Us

  

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, Georgia, Massachusetts, Minnesota, Oregon, 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 offered through LPL Financial, member FINRA/SIPC.  Fee based consulting and advisory services offered through ICON Consulting LLC, an independently owned and operated Registered Investment Advisor.  “2008 Five Star Wealth Manager: Best in Client Satisfaction” - Seattle Magazine.  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) 562-4266 - phone
(425) 746-4266 - Fax
info@ICONconsultingllc.com



© 2009 ICON Consulting, LLC