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Transformational Advisory
Finance · Washington, United States · 11-50 Employees
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Overview
Headquarters
319 1st Ave S, Seattle, Washington, 9810...Phone Number
(206) 777-3549Revenue
$6.5 MillionIndustry
About Transformational Advisory
Transformational Advisory Group is an independent financial firm that offers specialized financial planning and investment management services to affluent individuals and multigenerational families, as well as institutional clients like non-profit organizations. Their services include organizing finances, building portfolios focused on long-term goals, and planning for retirement and legacy. As a minority-owned business, they prioritize diversity and inclusivity in their client relationships and aim to empower clients in their financial journeys. Founded by Wesley Burns, who achieved recognition on Forbes' Best-in-State and Top Next-Gen Wealth Advisors list, the firm leverages advanced technology for an enhanced client experience.Explore more
Transformational Advisory Org Chart
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Transformational Advisory Tech Stack
A closer look at the technologies used by Transformational Advisory
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Frequently Asked Questions Regarding Transformational Advisory
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Transformational Advisory Group is an independent financial firm that offers specialized financial planning and investment management services to affluent individuals and multigenerational families, as well as institutional clients like non-profit organizations. Their services include organizing finances, building portfolios focused on long-term go... Read More
