Advanced Tax And Financial Services, Inc.

Advanced Tax And Financial Services, Inc. (CRD# 128968) is a financial advisory firm headquartered in Snoqualmie, WA. They manage $5,300,000 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $147,222
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Advanced Tax And Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Suzanne M. Nealgarner
CRD#: 4211490
550 East North Bend Way, P.o. Box 440, North Bend, WA 98045
93
Wealthminder
score

Suzanne Nealgarner (CRD# 4211490) is an Investment Advisor Representative working at Advanced Tax And Financial Services, Inc. in North Bend, WA and has over 15 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.