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Atkinson Wealth Strategies
- Financial Services
- Bellevue, WA
About this business
As financial professionals, our firm is committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop a program that carefully balances investment strategies with preserving principal.
Location details
11900 NE 1st Street, Suite 300, Bellevue, WA, 98005, United States
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I am not a proper client here (at least not yet), but I am leaving a review to celebrate how well Mr. Atkinson treated me in our initial conversation. He was insightful, kind, and transparent. I came away with the feeling that he genuinely wanted the best for me, whether that was through his services or otherwise. It may well be that Atkinson Wealth Strategies isn't quite the right fit for me, but I can see their appeal and wouldn't hesitate to refer people here to at least have a conversation.
Top Notch! Will Recommend! Tyler started the process by listening to my goals and concerns. I am a self employed individual with a more complex situation than most. I needed an expert and found one. We started with a custom financial plan that addressed my goals and concerns. That lead the way for building out the custom fiduciary advisory accounts tailored specifically towards my goals. I have my business SEP accounts, IRAs, and individual investment accounts with them. Tyler even speaks with my accountant on a yearly bas... read more
Highly Recommend! After interviewing multiple advisors I could not be more satisfied with choosing Tyler Atkinson. Not only is his portfolio construction top notch, But his financial planning leads the way of how financial advisors should be. He is a full independent fiduciary advisor who is fee based. No hidden agendas or commissions. I will be recommending tyler to all of my colleagues.
Tyler was very helpful with my profit sharing, 401k, and retirement planning. He is extremely knowledge in tax efficient strategies. I highly recommend him!
Very professional and knowledgeable. Excellent ability to breakdown complex strategies and provide a simplified description. Helped rebalance my portfolio and get me back on track to achieve my goals.
Frequently asked questions about Atkinson Wealth Strategies
How is Atkinson Wealth Strategies rated?
Atkinson Wealth Strategies has a 5 star rating with 5 reviews.
When is Atkinson Wealth Strategies open?
Atkinson Wealth Strategies might be open. It requires an appointment.