Business Details
About
Investment Service
High-net-worth investors face a world of unique needs and opportunities while creating their vision, goals and priorities. A trusted financial advisor can help you make informed decisions that will direct your path along the way. Our team is highly skilled at partnering with key professionals, including CPAs and estate-planning attorneys, to help you stay on track along your financial journey. From estate considerations to charitable giving, we will provide the key tools, guidance and resources needed to help grow your wealth and protect your legacy.
Location
Hours
Frequently Asked Questions About Bruntz Wealth Management
What services does Bruntz Wealth Management offer?
Bruntz Wealth Management offers financial advising, investment management, investment funds, and stock brokerage services.
What are the specialties of Bruntz Wealth Management?
The firm specializes in 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
What are the business hours for Bruntz Wealth Management?
The office is open Monday through Thursday from 8:00 AM to 4:00 PM, Friday from 8:00 AM to 3:00 PM, and is closed on Saturdays and Sundays.
Where is Bruntz Wealth Management located?
Bruntz Wealth Management is located at 111 Main Ave South, North Bend, WA, 98045, USA.
How can I contact Bruntz Wealth Management?
You can call them at +1 425-600-2333 for inquiries or appointments.
Does Bruntz Wealth Management provide services in any languages besides English?
Currently, the services are provided in English.
Can I access Bruntz Wealth Management's services online or through mobile apps?
Yes, you can use their web conferencing services and access their mobile apps available on Android and iOS platforms.
What nearby places can I visit before or after meeting with Bruntz Wealth Management?
You can visit nearby places such as Friends & Co Ice Cream for a treat, The Iron Duck Public House for dining, or check out the Evergreen Mountain Bike Alliance if you enjoy outdoor activities.
Are there any nearby healthcare or wellness services close to Bruntz Wealth Management?
Yes, The North Bend Clinic, The Nourished Body nutritionist, and Renew Body Therapy spa are located nearby for healthcare and wellness needs.
What recreational or cultural attractions are near Bruntz Wealth Management?
Valley Center Stage theatre, Boxley's Jazz Club, and North Bend Golf Club are nearby places where you can enjoy cultural and recreational activities.