Bond Financial, PLLC
Contact Information
-
Address
Financial planner · · 155 NE 100th St #301, Seattle, WA -
Phone
(206) 832-0400 -
Website
bondfinancial.biz
Location
About Bond Financial, PLLC
Bond Financial, PLLC is a financial planner in Seattle, WA, located at 155 NE 100th St #301. It holds a rating of 5.00 based on customer reviews.
The firm provides comprehensive wealth management services to successful individuals and business owners, focusing on aligning wealth with personal values. As a 40-year-old family business, it offers investment planning and advanced planning. Investment planning involves designing strategies based on time horizons and risk tolerance. Advanced planning covers wealth enhancement, wealth transfer, wealth protection, and charitable giving.
Principal Jesse Bond has over 20 years of experience in investment planning, lifestyle protection, estate and legacy planning, business continuity, exit planning, and charitable giving. He is a member of the National Association of Insurance and Financial Advisors (NAIFA), the Association for Advanced Life Underwriting (AALU), and is a Million Dollar Round Table (MDRT) Top of the Table Member. He serves on the advisory board of Full Life Care and the Board of Directors of the New York Life Foundation.
Founder Jay Bond established the business in 1976. He specializes in investment planning, business succession, estate distribution, and tax reduction strategies. He is a Life and Qualifying member of the MDRT and belongs to NAIFA and AALU.
The firm sits on 155 NE 100th St in Seattle, WA, just steps from RAYUS Radiology and within a tenth of a mile of the Northwest Asthma & Allergy Center and local public artwork.
BizScoreAI awarded Bond Financial a Content score of 78 out of 100, reflecting substantial and relevant website content that search engines reward with better visibility. The business also received a Content Quality score of 75 out of 100, demonstrating clear descriptions and answers that AI assistants can quote directly in responses.
Services:
- Business Life Plan Strategies
- Charitable Giving Strategies
- Comprehensive Wealth Management
- Income Tax Navigation
- Second Opinion Financial Reviews
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