Elliott Bay Financial Partners

Elliott Bay Financial Partners is a financial planner in Seattle, WA. The firm provides a wide range of investment and financial planning services and products for individuals, small business owners, and human resource professionals. Their specialized offerings include individual and business retirement plans, advisory programs, insurance, education saving, and gifting or giving strategies. The firm holds a 5.00 rating.

Led by Founder and Chairwoman Karen H. Thomas, CFP, and Co-Founder & CEO Tim Nausin, CFP, the team utilizes a personal approach to create customized financial plans. They assist clients through various life stages, from purchasing a first home to planning for college education, retirement distributions, and estate planning. The firm also provides WealthVision, a tool to help clients organize their financial lives through a consolidated view of accounts, transactions, and investments. Additionally, the team offers educational workshops for companies and organizations throughout the Seattle area.

Located on 6th Avenue, the office is situated near Westlake Avenue and a short walk from Westlake Square.

The business maintains thorough, well-documented information online, and its website is structured to be read cleanly by search engines.

Elliott Bay Financial Partners provides dedicated guidance and personalized planning to help clients throughout the Seattle area achieve financial independence.

Services:

• Estate Planning
• Insurance Solutions
• Investment Management
• Retirement Planning
• Tax Consulting