[WSBAPT] Referral for financial advisor

[Jennifer Sohn]

Dean Bennion

Managing Partner

Kimball Creek Partners

206-508-6442

35 100th Ave NE

Bellevue, WA 98003

dean at kimballcreekpartners.com

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On Thu, May 4, 2017 at 6:33 PM, Lovie Bernardi <lovie at fb-lawfirm.com> wrote:

> Thanks!
>
> Sent from my iPhone
>
> On May 4, 2017, at 5:51 PM, Jay DeMers <jay.demerslawfirm at gmail.com>
> wrote:
>
> My guy is Rick Mangan 206-441-1980 <(206)%20441-1980>.  Jay
>
>
> On Thu, May 4, 2017 at 12:27 PM, Lovie Bernardi <lovie at fb-lawfirm.com>
> wrote:
>
>> Listmates,
>>
>>
>>
>> I’m looking for a referral for a financial advisor. Client is a small
>> business owner seeking a financial advisor to advise the participants in a
>> 401(k) plan.
>>
>>
>>
>> Lovie L. Bernardi
>>
>> Flaherty & Bernardi, PLLC
>>
>> 3600 15th Avenue West #205
>>
>> Seattle, WA  98119
>>
>> (206) 682-2616
>>
>>
>>
>> lovie at fb-lawfirm.com <joni at sbfirm.com>
>>
>> http://fb-lawfirm.com <http://sbfirm.com/>
>>
>>
>>
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-- 

Best regards,



Jennifer Y. Sohn

Attorney at Law

(Licensed in CA and WA)

Sohn Law PLLC

10900 NE 4th Street, Suite 1850

Bellevue, WA 98004

Tel: 425.522.3861

Fax: 425.732.9748

Email: jennifer at sohn-law.com

http://www.sohn-law.com



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