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Veliz Financial Management, LLC is a registered investment advisor located in Fircrest, WA. They offer a range of financial services and strategies, including annuity, long-term care insurance, life insurance, disability income insurance, and 401(k) information. With a team led by Jose Veliz III, MBA, a knowledgeable financial advisor, they provide personalized investment advice and financial planning to help clients achieve their financial goals. As an independent firm, Veliz Financial Management works with LPL Financial, a leading broker-dealer and investment advisory firm. They are dedicated to providing their clients with comprehensive resources, including articles, calculators, newsletters, and market watch updates. With a commitment to client satisfaction, Veliz Financial Management strives to build long-term relationships and help individuals and families navigate the complexities of the financial world.Generated from the website

Welcome to Merrill Lynch in Tacoma, WA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

Benchmark Plus, a reputable firm based in Tacoma, WA, has been dedicated to delivering superior results to clients for over two decades. With a focus on providing tailored solutions, their experienced team is ready to discuss how they can assist you in achieving your goals.Generated from the website