Soundmark Wealth Management
Finance · Washington, United States · 11-50 Employees
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Overview
Headquarters
11400 98th Ave NE Ste 301, Kirkland, Was...Phone Number
(425) 820-1769Website
www.soundmarkwealth.comRevenue
<$5 MillionIndustry
About Soundmark Wealth Management
Edelman Financial Engines provides comprehensive financial planning and wealth management services to clients in Kirkland, WA, and the Greater Eastside, including Bellevue and Redmond. Their offerings include investment management, retirement planning, tax planning, insurance guidance, and estate planning. The firm aims to assist individuals in navigating the complexities of their financial lives, whether they are accumulating wealth or transitioning into retirement. With a team of experienced financial planners, they offer personalized support and access to in-house experts for enhanced financial insights.Explore more
Soundmark Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Soundmark Wealth Manageme...
<$5M
11-50
Private
<$5M
2008
TM
Terri MozaffarianDirector, Financial Planning
Soundmark Wealth Management Tech Stack
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Edelman Financial Engines provides comprehensive financial planning and wealth management services to clients in Kirkland, WA, and the Greater Eastside, including Bellevue and Redmond. Their offerings include investment management, retirement planning, tax planning, insurance guidance, and estate planning. The firm aims to assist individuals in nav... Read More
