Fill in the form below if you have any questions or comments. We will contact you soon with a response.
FOR IMMEDIATE RELEASE
Contact: Hilary Whitman, 425-641-5214
hilary@nsjmktg.com
Bellevue Financial: Better Business. Better Future. Better Life.
(July 31, 2005, Bellevue, WA) – Four long standing players in the financial planning and employee health care fields have combined their independent practices to form Bellevue Financial, Partner Rich Budke announced today. The new firm will help clients with a full spectrum of financial matters including employee health care solutions, retirement plans for business owners and employees, wealth management services, business transition services.
The partners -- Rich Budke, Matt Wimmer, Mike Myers, Matt Myers, and Steven R. Herman – joined forces based on careful consideration of expertise, skill, and focus on client results.
“All of us share in common a long, strong record of client satisfaction over many years. Most importantly, we all share a heartfelt and steadfast commitment to helping business owners and individuals make the right decisions today to ensure a safe, prosperous tomorrow,” said Budke.
The mission of Bellevue Financial is to build relationships, improve lives, strengthen families, and contribute to the growth and prosperity of the Washington community. Bellevue Financial took shape in July of 2005 when five independent businessmen joined forces to create a unified source of financial advice, planning, and products for area employers and individuals that seek to create, grow, and safeguard their wealth while pursuing their dreams with confidence. As partners, the firm’s founders share a vision for the future, a passion for helping others, a commitment to community, reputations for integrity, and the conviction that they can make their clients’ lives and businesses better. Each partner brings a reputation for wise advice, sound counsel, and unmatched integrity. Bellevue Financial is strongly based on the partners’ shared philosophy that service brings success.
Fill in the form below if you have any questions or comments. We will contact you soon with a response.