BBJS Financial Advisors, LLC, serves clients in Marysville. It manages its clients’ financial affairs and offers investment strategies. The company provides investment management, mortgage and portfolio review, and college education funding solutions. It also conducts retirement, insurance, tax, state, and shares planning. The firm adopts an investment philosophy based on tax-efficient strategies, academic research, and proper asset allocation. Company owner William Serres is a CFP and CPA who has been in the financial services industry since 1997.
1501 Fourth Avenue Suite 2880
Seattle, WA 98101