BBJS Financial Advisors, LLC

BBJS Financial Advisors, LLC is a financial planner in Seattle, Washington, offering personalized investment management, retirement planning, estate planning, tax planning, college education funding, insurance strategy, and stock options guidance. The firm serves individuals and families across the United States, with a deep commitment to client-centered service and fiduciary responsibility. Their approach emphasizes asset allocation, tax efficiency, and research-based strategies, tailored to each client’s unique goals. With a perfect 5.00 rating, the firm is recognized for its integrity, clarity, and client-focused execution.

The firm was founded on the principle of placing clients first, rooted in the personal experiences of its team members who saw family and friends struggle to navigate complex financial decisions. William F. Serres, a CFP® and CPA, leads the team, supported by a collaborative, multidisciplinary approach that integrates financial planning with tax expertise through its affiliated CPA firm, Bancroft Buckley Johnston & Serres LLP. This seamless integration allows clients to access coordinated advice on investments and taxes under one roof, minimizing friction and enhancing strategic outcomes. The firm’s services include comprehensive financial planning, portfolio review, risk analysis, and long-term wealth preservation strategies, all grounded in academic research and continuous innovation.

Located at 1501 4th Avenue, Suite 2880, the firm sits in the heart of Seattle’s Central Business District, just a short walk from Westlake Park and within easy reach of Pine Street and Pike Street. The office is situated less than a mile from the bustling downtown core and adjacent to the public artwork Children's Art Tiles, reflecting the city’s vibrant cultural landscape.

BBJS Financial Advisors, LLC stands out for its unwavering commitment to independence and trust, earning a reputation for transparency, thoroughness, and long-term client relationships. The firm’s well-documented online presence and clean, accessible website reflect its dedication to clarity and professionalism, reinforcing its standing as a trusted advisor in Seattle’s financial community.

As a leading independent financial planner in Seattle, BBJS Financial Advisors, LLC combines deep expertise with a human-centered approach, helping clients turn financial complexity into clear, confident progress.

Services:

• Estate planning
• Insurance planning
• Investment management
• Retirement planning
• Tax planning and compliance