Frazier Financial Advisors, LLC
Company

Frazier Financial Advisors, LLC

Investment Management 1690 W Lane Ave 23 employees
Employees
23
Contacts
4
Emails
4
Phones
1

Frazier Financial Advisors, LLC Overview

Headquarters
1690 W Lane Ave
Industry
Investment Management
Employees
23
Founded
1997
Funding
,
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About Frazier Financial Advisors, LLC

We are an employee-owned, independent full-service financial planning firm, alongside a robust tax preparation practice and full-service insurance agency. We help with anything financial in your life! We're seasoned in Tax Planning and Tax Preparation, Retirement Planning, Investments, College Savings, 401ks, Business Formation, Life & Disability & Long-Term Care Insurance, and many other financial arenas. We want to be your family's Chief Financial Officer, to make your life easier, more fulfilling and financially secure and let you focus on living. Securities offered by Registered Representatives through Private Client Services, Member FINRA / SIPC . Advisory products and services offered by Investment Advisory Representatives through Frazier Financial Advisors, LLC, a Registered Investment Advisor. Private Client Services and Frazier Financial Advisors, LLC are unaffiliated entities. On an annual basis FA magazine invites Registered Investment Advisor (RIA) firms to complete a survey for this ranking. Their specific criteria for ranking isn't included in their summary article. In 2021, FA Magazine included 607 firms listed by assets under management. The number of firms participating wasn’t disclosed. FA magazine independently sets its ranking criteria on which FFA has no influence. For more please visit FA Magazine’s RIA Survey & Ranking 2020 report. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or to solicit to buy any securities or related financial instruments in any jurisdiction.

Frazier Financial Advisors, LLC Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
1
25.0% coverage

Frazier Financial Advisors, LLC Org Chart

Sample employees and titles
Name Title Contact
Andrew Gephart Partner, Chief Financial Officer at Frazier Financial Advisors, Llc
Email
Brian Houts, Cfp® Helping People Make Smart Money Decisions / Partner & Advisor at Frazier Financial Advisors, Llc
Email
Anna Jensen Client Services - Compliance - Operations
Email Phone
Jim Frazier, Cpa, Cfp®, M.tax Founder, Partner, Chairman of the Board at Frazier Financial Advisors, Llc
Email

Employees by Management Level

Executive 2 profiles
Individual contributor 2 profiles

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