[WSBAPT] Referral for financial advisor

[Lovie Bernardi]

Thank you!

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Lisa E Schuchman
Sent: Thursday, May 04, 2017 9:07 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Referral for financial advisor

I recommend Leanne Plancic. She has a lot of experience and a great personal touch.
AXA Advisors, LLC
10500 NE 8th Street, Suite 1600
Bellevue, WA 98004
 direct: (206) 956-6243
fax: (206) 956-6202
Leanne.Plancic at axa-advisors.com<mailto:Leanne.Plancic at axa-advisors.com>

[Description: Description: Description: Description: Description: Description: Description: image003]<http://www.linkedin.com/in/leanneplancic>



Lisa E. Schuchman
206-960-4212
www.lisaschuchman.com<http://www.lisaschuchman.com>

There are no passengers on spaceship earth. We are all crew. - Marshall McLuhan

On May 4, 2017, at 8:41 PM, Lovie Bernardi <lovie at fb-lawfirm.com<mailto: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<mailto:jay.demerslawfirm at gmail.com>> wrote:
My guy is Rick Mangan 206-441-1980.  Jay


On Thu, May 4, 2017 at 12:27 PM, Lovie Bernardi <lovie at fb-lawfirm.com<mailto: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<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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