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Prism specializes in investment counseling. We have a unique approach that involves three founding principles:

  • Our client’s lives guide our recommendations
  • Low cost optimization
  • We are independent, fee-based only, free of conflicts of interest, and can recommend any financial product or strategy that helps our clients reach their goals

If you’re looking for investment counseling and a firm that will put your needs first in helping you reach your financial goals, then please contact us for an appointment today.

 

 

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Company Info

701 5th Ave, Ste 4200
Seattle, WA 98104

Mailing address:
1777 S Burlington Blvd, #523
Burlington, WA 98233


Phone: 844-443-4321
Fax: 844-443-4322


info@prismadvisor.com