[WSBAPT] Wealth management referral

Setareh Mahmoodi mahmoodi.setareh at gmail.com
Mon Dec 12 14:27:10 PST 2016


To the list please!

Thanks,

Setareh

On Mon, Dec 12, 2016 at 11:52 AM, Lovie Bernardi <lovie at fb-lawfirm.com>
wrote:

> Listmates,
>
>
>
> Looking for a wealth manager to assist a client in determining whether to
> sell a condo and invest the proceeds. Thank you for any referrals you can
> pass on to me.
>
>
>
> Lovie L. Bernardi
>
> Flaherty & Bernardi, PLLC
>
> 216 First AVE S, #450
>
> Seattle, WA  98104
>
> (206) 682-2616
>
>
>
> lovie at fb-lawfirm.com <joni at sbfirm.com>
>
> http://fb-lawfirm.com <http://sbfirm.com/>
>
>
>
> **********
>
> This e-mail may contain information that is privileged, confidential or
> otherwise protected from disclosure. If you are not the intended recipient
> or otherwise have received this message in error, you are not authorized to
> read, print, retain, copy or disseminate this message or any part of it. If
> you are not the intended recipient or otherwise have received this message
> in error, please notify us immediately by e-mail, discard any paper copies
> and delete all electronic files of the message.  *Circular 230 Notice:
> This communication may not be used by you or any other person or entity for
> the purpose of avoiding any federal tax penalties.*
>
>
>
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com
> http://mailman.fsr.com/mailman/listinfo/wsbapt
>



-- 

Please always call 206-683-1006 or email before dropping by the office as I
could be in court or meetings. Thanks!

*Best regards, *


*Setareh Mahmoodi *

*Attorney at Law *

*18222 104th Ave NE, Suite 103*

*Bothell, WA 98011*

*Phone: 425-806-1500*

*Cell: 206-683-1006*

*Fax: 425-489-4142 (Please email documents if at all possible) *

*Website: **http://www.lawofficesofsm.com/ <http://www.lawofficesofsm.com/>*


*CONFIDENTIALITY NOTICE:* This email message and any attachments is a
transmission from the law firm and is intended for the recipient only.  It
may contain information that is confidential and legally protected by the
attorney-client, work product and/or other privileges.  If you are not the
designated or intended recipient, please destroy the message without
disclosing any of its contents and notify us immediately by reply email or
by calling (425) 806-1500.

Pursuant to U.S. Treasury Department Regulations, we are now required to
advise you that, unless otherwise expressly indicated, any federal tax
advice contained in this communication, including attachments and
enclosures, is not intended or written to be used, and may not be used, for
the purpose of (i) avoiding tax-related penalties under the Internal
Revenue Code or (ii) promoting, marketing or recommending to another party
any tax-related matters addressed herein.
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20161212/dd496775/attachment.html>


More information about the WSBAPT mailing list