Swagerty Gardner is a financial company providing investment management, financial planning, and education planning services.
Business Model:
Revenue: $0
Employees: 1-10
Address: 22232 17th Ave SE Suite 205
City: Bothell
State: WA
Zip: 98021
Country: US
Swagerty Gardner takes time to understand the specific goals and objectives they are trying to accomplish in determining how their estate will be distributed after they are gone. They then carefully consider their financial goals, risk profile, liquidity, time horizon, charitable inclinations, and tax considerations to determine an asset allocation. While they are not tax advisors, their team understands complex tax strategies and works with their tax advisor to help minimise current and ongoing income taxation and tax implications.
Contact Phone:
+14254837351
Contact Email:
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