JB Tax and Finance The Landing at Renton Metro Area Category: Financial Planning Consultants
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Company representatives
Phone: (425) 681-1715
Janice Brady, Owner
About JB Tax and Finance
Taxes, Retirement Planning, Wealth Management
My tax practice is a specialized service inbetween the bigbox tax preparers and a CPA. The Wealth Management services offier holistic planning that can review your exisiting plan, enhance your plan or begin a new plan.
Services include: portfolio mangement, risk & insurance management, retirement planning, education planning, legacy planning, and special situations.
Contact me for a complimentary consultation.
Products and Services
- wealth management
- portfolio management
- insurances
Opening Hours
- Sunday9:00 AM to 5:00 PM
- Monday9:00 AM to 5:00 PM
- Tuesday9:00 AM to 5:00 PM
- Wednesday9:00 AM to 5:00 PM
- Thursday9:00 AM to 5:00 PM
- Friday9:00 AM to 5:00 PM
- Saturday9:00 AM to 5:00 PM
Business categories
- Tax Return Preparation and Filing
- Insurance
Location Type
Headquarters
Revenue
Less than $100,000
Employees
2 to 4
Years In Business
23
Brands
- John Hancock
- BlackRock
- Oppenheimer
- Genworth
- Franklin
Rating
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