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Our Services

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Complimentary Review

The Team

 

Matthew T. Palumbo, AWMA®

Wealth Advisor

Matthew T. Palumbo, AWMA®

Matthew has been in the financial services industry for 11 years and has been working with clients in Washington, Oklahoma…

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Robert M. Frohlich

Wealth Advisor

Robert M. Frohlich

Robert has been in the financial services industry for 17 years and has been working with clients in the Pacific Northwest.

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Dash R. Dodd

Wealth Advisor

Dash R. Dodd

Dash has been in the financial services industry for 10 years and has been working with clients in Washington State.

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Our Blog

The Everett Home & Garden Show 2016 at Xfinity Arena in Everett!

March 11th, 2016|Comments Off on The Everett Home & Garden Show 2016 at Xfinity Arena in Everett!

Matthew, Robert, and Dash setting up for The Everett Home & Garden Show 2016 at Xfinity Arena in Everett!

Come Join Matthew

March 11th, 2016|Comments Off on Come Join Matthew

Come Join Matthew, Robert, and Dash at The Everett Home & Garden Show 2016 Show Hours: Fri: Noon - 7 PM Sat: 10 AM - 6 PM We look forward to seeing you there

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Our Approach

We are dedicated to our clients and differ from our competition

Our Philosophy
The Process