BBJS Financial Advisors, LLC

BBJS Financial Advisors, LLC is a financial planner in Seattle, WA. The firm provides independent financial planning and wealth management services, operating as a registered investment advisor with the U.S. Securities and Exchange Commission. As fiduciaries, the firm prioritizes client needs and does not receive compensation or commissions from outside parties that would compromise its role as a client advocate. The investment philosophy focuses on proper asset allocation, tax-efficient strategies, and academic research. The firm serves clients residing anywhere in the United States, offering tailored financial plans and investment strategies designed to provide clarity to each client's financial mission.

The team approach involves understanding each client's specific needs to create a unique and comprehensive financial plan. Services include investment management, portfolio review, retirement planning, college education funding, mortgage review, tax planning and compliance, insurance planning, estate planning, and stock options or shares planning. The firm works alongside Bancroft Buckley Johnston & Serres LLP, a separately owned and managed CPA firm, to address individual tax, business tax, and attestation needs. This collaboration allows clients to manage taxes and investments together, saving time and avoiding the friction of coordinating professionals from different firms. William F. Serres, a Certified Financial Planner and Certified Public Accountant, is part of the team that emphasizes educating individuals in an easy-to-understand manner so they can grasp personal finance concepts.

The office is located at 1501 4th Ave #2880 in Seattle. It sits on 4th Avenue, just steps from Pike Street and the Central Business District. Westlake Park is nearby, along with public artwork known as Children's Art Tiles. The location is in the heart of the city, close to Pine Street and other major thoroughfares.

BBJS Financial Advisors, LLC holds a rating of 5.00 based on customer reviews. The firm is known for its personal service and commitment to putting the client first. It stands out in Seattle for its integrated approach to financial planning and tax services, supported by a team with diverse backgrounds and experience.

In Seattle, BBJS Financial Advisors, LLC combines independent wealth management with collaborative tax planning to help clients navigate complex financial goals with clarity and confidence.

Services:

• Estate planning
• Insurance planning
• Investment management
• Retirement planning
• Tax planning and compliance