Bond Financial, PLLC

Bond Financial, PLLC is a financial planner in Seattle, WA, serving successful individuals and business owners with comprehensive wealth management services. The firm specializes in investment planning, estate and legacy planning, business succession, tax reduction strategies, charitable giving, and wealth protection. With a focus on aligning clients’ financial goals with their personal values, Bond Financial emphasizes clarity, understanding, and long-term direction. The firm has served the Seattle area for over four decades, building meaningful, lasting relationships with clients. It maintains a 5.00 rating based on client feedback, reflecting strong trust and satisfaction.

Rooted in a family-owned legacy since its founding in 1976 by Jay Bond, the firm operates with a mission to improve the well-being of clients, their families, and the broader community. The team, led by Principal Jesse Bond, combines deep expertise with a client-centered approach, starting with thoughtful questioning and active listening to design customized financial strategies. Services extend beyond investing to include advanced planning across four pillars: wealth enhancement, wealth transfer, protection, and charitable giving. The firm is affiliated with the New York Life Foundation and actively supports nonprofits such as Full Life Care and Eluna, reflecting its commitment to community impact.

Located at 155 NE 100th Street, Suite 301, within the Northgate Executive Center, the firm sits just a short distance from key local landmarks. It is about 0.1 miles from the Northwest Asthma & Allergy Center, Pima Medical Institute, and 1st Avenue Northeast, and near public artworks like Surge - Falling Water and Understory. The office is also within a short walk of RAYUS Radiology, placing it in a well-connected professional corridor.

Bond Financial is recognized for its thorough, well-documented online presence and a website that is both informative and easily navigable by search engines. The firm’s long-standing reputation, deep client relationships, and consistent focus on holistic financial well-being set it apart as a trusted advisor in Seattle’s financial services landscape. As a family business with decades of experience, it remains a cornerstone of responsible, values-driven financial planning in the region.

Services:

• Business Life Plan Strategies
• Charitable Giving Strategies
• Comprehensive Wealth Management
• Income Tax Navigation
• Second Opinion Financial Reviews