Leeward Financial Partners

( 1 Reviews )

67 Cascade Key
Bellevue, WA 98006
(206) 718-6644

Owner Verified

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Hours

Tuesday:

8:00 AM - 5:00 PM

Wednesday:

8:00 AM - 8:00 AM

Thursday:

8:00 AM - 8:00 AM

Friday:

8:00 AM - 8:00 AM

Saturday:

Closed

Sunday:

Closed

Monday:

8:00 AM - 5:00 PM

CALL DIRECTIONS REVIEWS

Chamber Rating

Verified Member

5.0 - (1 reviews)

About
^{Leeward Financial Partners}

Leeward Financial Partners is a boutique Registered Investment Advisor with a deep background in Institutional Asset Management. We work with select clients to offer highly personalized, cost-efficient solutions for individuals and families located in the Greater Seattle, Eastside, King County and Bellevue WA areas.

We bring decades of experience to our relationship and your portfolio. We identify opportunity, mitigate risk, and minimize the only thing you can truly control – portfolio costs.

Contact Info

(206) 718-6644

Services

Asset Management, Financial Planning, Estate Planning, RSU Management, Tax Efficiency

Payment Methods

Personal Check

Questions & Answers

Q What is the phone number for Leeward Financial Partners?

A The phone number for Leeward Financial Partners is: (206) 718-6644.

Q Where is Leeward Financial Partners located?

A Leeward Financial Partners is located at 67 Cascade Key, Bellevue, WA 98006

Q What is the internet address for Leeward Financial Partners?

A The website (URL) for Leeward Financial Partners is: https://leewardfp.com/

Q How big is Leeward Financial Partners?

A Leeward Financial Partners employs approximately 2-5 people.

Q How is Leeward Financial Partners rated?

A Leeward Financial Partners has a 5.0 Star Rating from 1 reviewers.

Hours

Tuesday:

8:00 AM - 5:00 PM

Wednesday:

8:00 AM - 8:00 AM

Thursday:

8:00 AM - 8:00 AM

Friday:

8:00 AM - 8:00 AM

Saturday:

Closed

Sunday:

Closed

Monday:

8:00 AM - 5:00 PM

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Ratings and Reviews
^{Leeward Financial Partners}

Overall Rating

( 1 Reviews )

Write a Review

Jason Shindler _{on Google}

Mar 3rd, 2022

Jim and team at Leeward Financial Partners has been a great wealth of knowledge and reliable partner in growing my financial portfolio. I've found them to be organized and clear in their communications. They've come up with creative and tax friendly options for my family's future and I highly recommend.

Overall Rating

( 1 Reviews )

Leeward Financial Partners