[WSBAPT] Wealth management referral

[Tim Knowling]

I highly recommend Jeff Bogdanovich :

Bogdanovich Wealth Management PLLC

Address<https://www.google.com/search?rlz=1C1QJDB_enUS623US625&espv=2&biw=1366&bih=700&q=bogdanovich+wealth+management+address&stick=H4sIAAAAAAAAAOPgE-LWT9c3LElJLjIrK9KSzU620s_JT04syczPgzOsElNSilKLiwE07ibALgAAAA&sa=X&ved=0ahUKEwjqr9b-2-_QAhVbHGMKHX6iB8cQ6BMIaDAO>: 100 2nd Ave S #310, Edmonds, WA 98020
Phone<https://www.google.com/search?rlz=1C1QJDB_enUS623US625&espv=2&biw=1366&bih=700&q=bogdanovich+wealth+management+phone&stick=H4sIAAAAAAAAAOPgE-LWT9c3LElJLjIrK9LSz0620k_Oz8lJTS7JzM_Tz87LL89JTUlPjS9IzEvNKdbPSCyOL8jIz0u1ApMAXQWT00AAAAA&sa=X&ved=0ahUKEwjqr9b-2-_QAhVbHGMKHX6iB8cQ6BMIazAP>: (425) 329-7733


Tim Knowling
LAW OFFICES OF TIMOTHY J. KNOWLING
1833 N 105th  Street      Suite 101
Seattle, WA  98133
O: 206-282-5630
F: 206-281-9032

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Setareh Mahmoodi
Sent: Monday, December 12, 2016 2:27 PM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] Wealth management referral

To the list please!
Thanks,
Setareh

On Mon, Dec 12, 2016 at 11:52 AM, Lovie Bernardi <lovie at fb-lawfirm.com<mailto: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<tel:(206)%20682-2616>

lovie at fb-lawfirm.com<mailto:joni at sbfirm.com>
http://fb-lawfirm.com<http://sbfirm.com/>

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--

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/



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