Jay Bond Email & Phone Number

I founded Bond Financial in 1976 to work primarily with affluent individuals and owners of privately held and family-owned businesses in the areas of investment planning, business succession, estate distribution, and various tax reduction strategies.I am an agent licensed to sell insurance through New York Life Insurance Company, and may be licensed with various other independent unaffiliated insurance companies in the states of WA, OR, AZ, and CO. No insurance business may be conducted outside these states referenced. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the state of WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.I offer a variety of products that can help you meet a number of insurance and financial needs. These include, but are not limited to IRA strategies, college funding, retirement, managing costs for extended periods of care, and lifetime income strategies. Please feel free to contact me to help you fully analyze your needs and recommend appropriate solutions.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.E. Jay Bond, registered representative through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. 10885 NE 4th Street, Suite 1400, Bellevue WA 98004, (425) 462-4800. Neither Bond Financial PLLC, nor New York Life Insurance Company, or its agents provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.Bond Financial PLLC is not owned or operated by New York Life Insurance Company or its Affiliates.

Listed skills include Estate Planning, Life Insurance, Small Business, Retirement Planning, and 11 others.

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  Principal

  Bond Financial Pllc

  Jan 1976 - Present - Seattle, Washington, United States

  At Bond Financial, we help successful individuals and business owners take action toward their long-term financial goals. Our focus is to have a dramatic, positive impact on the lives of our clients and their families. As a 40+ year old family-owned business, we've developed strong long-term relationships with our clients and feel it's a privilege to serve them. Our firm's focus is in the areas of: -Asset and Financial Strategies -Business Planning -Charitable & Estate Planning -Risk Management All business communication must be sent to jay@bondfinancial.biz, or you may reach me at (206) 832-0400, or toll-free at 1-800-727-2991.

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  University Of Washington

  Accounting