Retirement Planning Bellevue

Optimist Retirement Group
11400 SE 8th St (425) 637-3037
Products and Services

Capital Planning, LLC.
10900 Northeast 4th Street (425) 643-1800

David H Aramaki - Financial Advisor, Ameriprise Financial Services, LLC
14205 SE 36th St Ste 100 (425) 519-3797

More info available at FINRA's BrokerCheck website

Russell Dunn - Private Wealth Advisor, Ameriprise Financial Services, LLC
915 118th Ave SE Ste 250 (425) 691-1587

More info available at FINRA's BrokerCheck website

David H Aramaki - Ameriprise Financial Services, Inc.
14205 SE 36th St (425) 519-3797

Bob Kransberger - Ameriprise Financial Services, Inc.
601 108th Ave NE (425) 646-8212

Marc Dorgan - Financial Advisor, Ameriprise Financial Services, LLC
929 108th Ave NE Ste 1200 Key Center Bldg (425) 372-4748

More info available at FINRA's BrokerCheck website

Vincent La Cava - Financial Advisor, Ameriprise Financial Services, LLC
929 108th Ave NE Ste 1200 Key Center Bldg (425) 453-7188

More info available at FINRA's BrokerCheck website

Williams, Schulman & Associates - Ameriprise Financial Services, Inc. - Closed
601 108th Ave NE (425) 646-8212

Dawn M Williams - Financial Advisor, Ameriprise Financial Services, LLC
929 108th Ave NE Ste 1200 Key Center Bldg (425) 451-4395

More info available at FINRA's BrokerCheck website

Pete Groeschel - Complex Director, Ameriprise Financial Services, LLC
929 108th Ave NE Ste 1200 Key Center Bldg (425) 201-0719

More info available at FINRA's BrokerCheck website

Randy Ng - Financial Advisor, Ameriprise Financial Services, LLC
14205 SE 36th St Ste 100 (425) 214-2455

More info available at FINRA's BrokerCheck website

David Metz - Financial Advisor, Ameriprise Financial Services, LLC
310 120th Ave NE Ste 101 (425) 477-4153

More info available at FINRA's BrokerCheck website

Donald Lee - Financial Advisor, Ameriprise Financial Services, LLC
2275 116th Ave NE Ste 200 (206) 236-8054

More info available at FINRA's BrokerCheck website

Roger Phelps - Financial Advisor, Ameriprise Financial Services, LLC
915 118th Ave SE Ste 250 (425) 691-1587

More info available at FINRA's BrokerCheck website

Lance Peters, Spotlight Asset Management
10900 NE 4th St (206) 905-8700

M Annette Sager - Ameriprise Financial Services, Inc.
10500 NE 8th St (425) 460-9025

Dana Marie Ferrell - Private Wealth Advisor, Ameriprise Financial Services, LLC
310 120th Ave NE Ste 101 (425) 477-4153

More info available at FINRA's BrokerCheck website

Alan Blinn - Private Wealth Advisor, Ameriprise Financial Services, LLC
2275 116th Ave NE Ste 200 (425) 228-1000

More info available at FINRA's BrokerCheck website