Perry L. Smith Consulting

 

40 Lake Bellevue Suite 100
Bellevue, WA 98005
(425) 502-9058
Today: 9:00 AM to 4:00 PM
perry.smith@cambridgeresource.com
Perry L. Smith Consulting is located in Bellevue, Washington. I have made it my life's work to help people accumulate and retain wealth. With my relationship with Cambridge Investment Research, Inc., a broker/dealer member FINRA & SIPC, and with Cambridge Investment Research Advisors, Inc. as an a Registered Investment Advisor. I assist high-net-worth individuals, professionals and business owners. Designing and developing asset and estate planning strategies for my clients by posing one question to them, a question which I consider to be of utmost importance: Will your financial model match your asset and estate planning today and in the future?
Mon 9:00 AM to 4:00 PM
Tue 9:00 AM to 4:00 PM
Wed 9:00 AM to 4:00 PM
Thu 9:00 AM to 4:00 PM
Fri 9:00 AM to 4:00 PM
Sat Closed
Sun Closed
Monday through Friday 9 am to 4 pm

Products and Services

Annuities, Investment Advisory Services, Financial Planning, Asset Allocation, Investment Management

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