Moser Wealth Advisors
Accounting
Bellevue, Wa, United States
8 employees
- Employees
- 8
- Contacts
- 4
- Emails
- 4
- Phones
- 2
Moser Wealth Advisors Overview
- Headquarters
- Bellevue, Wa, United States
- Phone Number
- Available in AeroLeads
- Website
- mosercpas.com
- Industry
- Accounting
- Employees
- 8
- Founded
- 1980
- Company Email
- Available in AeroLeads
- NAICS
-
Accounting, Tax Preparation, Bookkeeping, and Payroll ServicesOffices of Certified Public AccountantsTax Preparation Services
About Moser Wealth Advisors
Based in Bellevue, Washington, Moser Wealth Advisors is a regionally owned and operated wealth management firm that combines a Certified Public Accounting firm and Registered Investment Advisor to deliver comprehensive financial planning solutions that incorporate sophisticated tax and investment advice to high net worth individuals, families and business owners. The firm strives to leverage its planning experience and understanding of the complex interplay between wealth accumulation strategies and their tax implications, to provide a complete financial planning solution. Our highest priority is positioning our clients for success while simplifying their day-to-day financial affairs. As an integral part of that promise, Moser Wealth Advisors creates customized approaches to meet financial objectives while minimizing risk to create wealth all while maintaining the highest ethical standards. Open Position Links: Tax Manager https://smrtr.io/8SNDL Tax Supervisor https://smrtr.io/8SNH5
Moser Wealth Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Moser Wealth Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Kali Cousens | Bookkeeper | Greater Seattle Area, United States |
Email
|
| Hannah Cousens | Executive Assistant at Moser Wealth Advisors | Snohomish, Washington, United States |
Email
|
| Meg Pickle | Office Manager at Moser Wealth Advisors | Kirkland, Washington, United States |
Email
Phone
|
| Stephanie Salmon | Manager/cpa at Moser Wealth Advisors | Bellevue, Washington, United States |
Email
Phone
|
Employees by Management Level
Manager
3 profiles
Individual contributor
2 profiles
Executive
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 5 | 5 | 2 |
| Executive | 1 | 1 | 1 |